Milestone Funeral Partners is a growth-oriented company that partners with and operates funeral homes, cemeteries, and crematories across multiple states. We are committed to operational excellence, strong local leadership, and thoughtful integration of the businesses we acquire. Our mission is to preserve the legacy of each location while providing the infrastructure, systems, and support needed for long-term success.
The Finance Integration Specialist plays a critical role in supporting the successful financial integration of newly acquired locations across the organization. This role is responsible for coordinating and executing finance-related integration activities, including accounting alignment, system transitions, reporting standardization, and cross-functional project support.
This position partners closely with Finance, Accounting, IT, Operations, and Integration teams to ensure acquired businesses are transitioned efficiently and accurately into Milestone’s financial systems, processes, and reporting structure. The ideal candidate is highly organized, analytical, and comfortable managing multiple projects in a fast-paced, evolving environment.
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Support the development and execution of finance integration roadmaps, timelines, and project plans
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Coordinate finance-related integration workstreams across newly acquired locations
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Assist in tracking integration milestones, deliverables, and timelines
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Support successful transition from pre-close planning through post-close stabilization
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Align acquired locations with Company accounting policies, financial procedures, reporting standards, and internal controls
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Assist with integration budget tracking and financial coordination
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Support standardization of financial and operational reporting processes across locations
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Partner with Finance, Accounting, and IT teams to support integration of financial systems and data migration activities
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Assist with validating and reconciling financial data during system transitions
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Support optimization and standardization of operational and financial workflows
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Assist with ERP-related integration activities and system troubleshooting as needed
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Coordinate multiple integration schedules and project timelines simultaneously
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Participate in on-site integration support activities, including meetings, training, and operational assistance
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Communicate integration progress, updates, and potential risks to leadership and cross-functional teams
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Collaborate effectively with internal departments and acquired location leadership
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Assist with finance-related pre-acquisition diligence activities
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Support preparation and organization of financial documentation and reporting needs
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Help identify integration risks, gaps, or operational concerns prior to closing
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Position is based in Auburn, Maine with opportunities for remote work
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Travel is required to support on-site integration activities and newly acquired locations
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Ability to travel as business needs dictate up to 75% of the time
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Work environments will vary and include office settings, funeral homes, cemeteries, crematories, and other operational facilities
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position, with or without reasonable accommodation:
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Ability to travel frequently and work on-site at funeral homes, cemeteries, crematories, and other operational facilities as needed
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Ability to stand, walk, and move throughout facilities for extended periods of time
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Ability to navigate stairs, ramps, uneven surfaces, and varying building layouts, including older facilities
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Ability to conduct on-site operational walkthroughs and participate in integration activities across multiple locations
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Ability to sit and work at a computer for extended periods of time while performing office and financial analysis functions
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Ability to occasionally lift, carry, push, or pull up to 25 pounds, with or without assistance
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Ability to bend, stoop, kneel, and reach as needed during on-site visits and operational assessments
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Ability to operate a motor vehicle safely and travel between locations
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Ability to work in varying environments, including office settings and active operational environments within funeral service facilities
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Bachelor’s degree in Accounting, Finance, or related field preferred
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Strong accounting and financial analysis knowledge
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Strong project management and organizational skills
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Effective written and verbal communication skills
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Experience facilitating training or supporting operational transitions preferred
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Ability to work collaboratively with cross-functional teams
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Ability to manage multiple priorities and meet tight deadlines
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Intermediate or advanced Microsoft Excel skills required
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Proficiency in Microsoft PowerPoint and Microsoft Office Suite
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Experience working with ERP systems required
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NetSuite experience preferred
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Ability and willingness to travel as needed
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Financial integrations are completed accurately and on schedule
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Acquired locations transition smoothly into Company financial systems and processes
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Financial reporting and operational workflows are standardized effectively
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Cross-functional teams remain aligned and informed throughout integration activities
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Risks and issues are identified proactively and addressed efficiently
