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Job Description

Lead finance analytics that quantify, validate, and report value synergies from M&A, with a focus on landed COGS improvements and margin performance.

  • Model and measure synergy impact: Build and manage financial models to track, report, and validate landed COGS improvements, product-level cost parity, and margin enhancement initiatives tied to merger and acquisition activities.
  • Create a single source of truth: Unpack and harmonize complex, non-standard procurement processes, rebate structures, and transfer pricing nuances across legacy systems for synergy tracking.
  • Run scenario and ROI analysis: Analyze large datasets to develop dynamic scenario models, conduct ROI assessments, and perform root-cause variance analysis comparing forecast versus actual synergy performance.
  • Collaborate across the business: Partner with Sourcing, Merchandising, Supply Chain, Commercial Finance, and M&A Integration teams to map full P&L mechanics, align on financial impacts, and drive targeted operational actions.
  • Drive executive reporting: Define KPIs and deliver recurring Monthly/Quarterly Business Review (MBR/QBR) reporting to executive stakeholders covering synergy progression and P&L impact.
  • Translate complex data into action: Convert intricate financial drivers and multi-layered data structures into clear, actionable insights for finance and non-finance leaders.
  • Support senior integration decisions: Lead targeted ad-hoc financial evaluations and strategic assessments for senior integration and finance executives.

Requirements

  • Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative discipline.
  • MBA or Master’s in Finance/Analytics preferred.
  • Minimum 7 years of progressive experience in financial analysis, commercial finance, or data analytics.
  • Proven experience in COGS analysis, procurement finance, margin optimization, or M&A integration synergy tracking.
  • Prior managerial or team leadership experience required.

Location and Work Arrangement

  • Houston, TX (hybrid)
  • Hybrid role requiring on-site presence 3 to 4 days per week.
  • Number of on-site days may increase based on business needs.

Technologies

  • Excel
  • PowerPoint
  • Business intelligence/data analytics tools
  • ERPs

Abilities and Skills

  • Comprehensive understanding of full P&L mechanics, margin leakage, rebate accounting, and COGS line items within large-scale distribution or retail environments.
  • Advanced skills in Excel and PowerPoint plus business intelligence/data analytics tools; comfort working with large, unstructured datasets across disparate ERPs.
  • Ability to unpack unique process flows, identify data anomalies, and standardize non-transactional financial treatments.
  • Demonstrated ability to influence cross-functional partners without direct authority and navigate multi-layered organizational structures.
  • Strong written and verbal communication skills to produce concise executive updates from complex technical logic.
  • Proactive problem-solving capability to manage competing priorities and deliver structured output in fast-paced, dynamic environments.

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