Director, Finance Integration

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Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities. 

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!



The Finance Integration Director will be responsible for providing oversight and implementation of the Finance and accounting integration process of acquired companies across Relation. The Finance Integration Director must have a strong accounting background and deep understanding of internal controls and processes in order to anticipate, identify and resolve issues with integration across various accounting platforms. 



· Takes a leadership role in developing and redefining integration plans that incorporate prior experience and industry best practices

· Manages Finance integration plans and adherence to project milestones by working closely with Finance, M&A and Operations team

· Tracks and repots on integration progress, including key metrics

· Facilitates due diligence calls with acquisition prospects and performs hands on diligence as required

· Assists in the day-to-day execution of the integration process, including managing weekly team meetings and following up with operational leaders and driving issue resolution

· Identifies inefficiencies in processes and procedures and drives change to improve efficiency

· Communicates new processes to acquired entities and coordinates with the Finance department to resolve questions arising from their implementation 

· Drives processes to ensure timely and accurate financial reporting from acquired businesses, including facilitating transition of accounting duties to existing Relation accounting team

· Assists acquired entity with clean-up/set up of accounting database where necessary

· Provides an excellent onboarding experience so that key stakeholders in acquired companies enthusiastically recommend Relation to others

· Prepares opening balance sheet entries and assists with gathering information required for purchase accounting

· Assists with preparation of Net Working Capital true-ups and setting up of earnout reports 

· Organizes banking relationship integration and assists in implementation, with a focus on minimizing the number of open bank accounts

· Implements cash management timing and processes

· Ensures that all financial responsibilities are clearly defined and agreed as well as any transition timing 

· Manage two direct reports to accomplish integration goals

· Other duties and special projects as assigned




  • Self-motivated with a high level of drive, energy, persistence and initiative
  • Proactive, committed, has high standards, and is achievement-oriented
  • Strong project management and organizational skills
  • Able to take on many roles in a growing, entrepreneurial company environment
  • Ability to prioritize and handle multiple tasks in a demanding  work environment
  • Ability to operate in an environment of rapidly changing priorities
  • Ability to make effective decisions by analyzing information and considering priorities
  • Willingness to adhere to all principles of confidentiality
  • Must  value operating in a collaborative work environment
  • Ability to show initiative, good judgment, and resourcefulness
  • Strong  understanding of accounting processes and internal controls


  • BA/BS in Accounting, Finance, Economics, Business or Statistics preferred 
  • 10+ years finance and accounting experience including knowledge of US GAAP, financial statement preparation and internal controls
  • Project management experience strongly preferred
  • Experience in the insurance industry strongly preferred

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.