Financial Integration Specialist

General Purpose & Essential Duties

The Financial Integration Specialist plays a key role in supporting Guardian Alarms acquisition strategy by coordinating the successful integration of customer financial accounts, billing information, accounts receivable data, and related financial records into Guardians business systems. This position helps ensure newly acquired customers experience a seamless financial transition while maintaining data integrity, billing accuracy, and operational continuity. Working closely with Finance, Business Process & Integration, Customer Operations, IT, Onboarding & Integration, and acquired branch teams, the Financial Integration Specialist supports customer account conversions, financial data validation, billing setup, reconciliation activities, and process improvements associated with acquisitions and financial system enhancements.

Acquisition Financial Integration

• Support the financial integration of newly acquired customer accounts into Guardian Alarms financial and operational systems.
• Coordinate customer account conversions, billing setup, accounts receivable transfers, and financial data migration activities.
• Review acquired customer information to ensure billing, payment, and customer account data are accurately established.
• Validate customer financial records prior to system conversion and identify discrepancies requiring resolution.
• Assist in executing financial integration activities while minimizing disruption to customers and internal operations.

Billing & Accounts Receivable Administration

• Support customer billing activation and invoice validation during acquisition onboarding activities.
• Review accounts receivable balances, payment histories, aging information, and customer financial records for accuracy.
• Partner with Accounts Receivable, Accounting, Collections, FP&A, Onboarding & Integration, and Customer Operations to resolve customer account discrepancies.
• Assist with reconciliation of customer financial information following system conversions and account migrations.
• Support accurate revenue recognition through proper customer account setup and billing validation.

Financial Data Validation & Reconciliation

• Analyze customer financial records to identify inconsistencies, duplicate information, missing data, or conversion issues.
• Perform reconciliation activities between acquired company systems and Guardian financial systems.
• Maintain accurate documentation supporting customer account conversions and financial integration activities.
• Ensure financial data integrity throughout the integration process.

Cross-Functional Collaboration

• Partner with Transformation Office, Finance, Business Process & Integration, IT, Customer Operations, Onboarding & Integration, Billing, and Collections to coordinate acquisition activities.
• Communicate project status, issues, and financial integration progress to internal stakeholders.
• Support issue resolution by coordinating across departments to ensure timely customer account setup.
• Build effective working relationships with acquired branch personnel during integration activities.

Process Improvement & Support

• Identify opportunities to improve acquisition integration workflows and financial processes.
• Participate in user acceptance testing (UAT) and validation of financial system enhancements related to customer billing and accounts receivable.
• Assist in documenting integration procedures, workflows, and best practices.
• Support continuous improvement initiatives that enhance financial integration efficiency and customer experience.

Required Skills, Abilities, Education & Experience

• Strong attention to detail and commitment to data accuracy.
• Excellent analytical and problem-solving skills.
• Ability to reconcile financial information and identify discrepancies.
• Strong organizational and project coordination skills.
• Excellent verbal and written communication skills.
• Ability to collaborate effectively across multiple departments.
• Ability to manage multiple priorities in a fast-paced acquisition environment.
• Strong Microsoft Excel skills.
• Experience working within ERP, CRM, or financial systems.
• Ability to maintain confidentiality while handling financial information.
• Associates or Bachelors degree in Accounting, Finance, Business Administration, or related field preferred (or equivalent experience).
• 3+ years of experience in Accounts Receivable, Billing, Accounting Operations, Customer Financial Services, Account Reconciliation, or related business functions.
• Experience participating in Mergers and acquisitions, system conversions, ERP implementations, or customer account migrations.
• Microsoft Dynamics Business Central or similar ERP experience preferred.