Senior Director - Integration
About the job
- 5–10+ years of experience in consulting, transaction advisory, M&A integration, corporate development, ERP implementation, or related fields.
- Strong understanding of financial reporting, accounting operations, and ERP systems.
- Proven success leading large-scale, cross-functional integration or transformation initiatives.
- Exceptional project management, organizational, and prioritization skills.
- Ability to simultaneously manage multiple integrations and competing deadlines.
- Strong analytical and problem-solving capabilities with a focus on execution.
- Demonstrated ability to influence and align stakeholders across multiple business functions.
- Excellent communication skills with both technical and non-technical audiences.
- High attention to detail and commitment to quality outcomes.
- Strong financial and operational acumen.
- Continuously able to work in an office environment and operate a computer and office productivity machinery.
- Continuously able to sit at a computer for up to 8 hours and alternate between sitting and standing as needed.
- Occasionally able to lift up to 15 lbs.; perform walking, lifting, carrying, reaching, kneeling, pushing/pulling, bending, and crouching; rarely climb.
- May be required to use a personal smartphone with a camera capable of reading a QR code for two-factor authentication.
- Lead end-to-end integration efforts from transaction close through operational stabilization.
- Develop and execute comprehensive integration plans, timelines, and milestones across multiple functional areas.
- Drive alignment and execution across Finance, Accounting, IT, Operations, and Corporate Development teams.
- Identify integration risks early and implement effective mitigation strategies.
- Build, standardize, and continuously improve integration playbooks and best practices.
- Partner during due diligence to support integration readiness and post-close success.
- Develop Day 1 readiness plans and detailed post-close integration roadmaps.
- Oversee integration into Nextech’s financial reporting, accounting, and control environment.
- Align chart of accounts, accounting policies, reporting structures, and financial processes.
- Lead financial data migration, validation, and reporting accuracy initiatives.
- Coordinate billing processes, revenue recognition, and month-end close integration activities.
- Direct onboarding of acquired companies into ERP and financial systems.
- Oversee data mapping, testing, system validation, and user adoption efforts.
- Collaborate with IT teams and external partners to execute systems integrations.
- Drive workflow standardization, automation, and operational efficiency.
- Maintain integration dashboards and executive-level reporting on milestones, risks, and progress.
- Champion continuous improvement initiatives that support Nextech’s growth strategy.
- Experience working in private equity-backed or highly acquisitive organizations.
- CPA or equivalent financial background.
- Experience integrating multiple acquired businesses.
- ERP implementation or financial systems transformation experience.
- HVAC, field services, or service-based industry experience.
About the company
Nextech provides nationwide HVAC-R service as America’s largest independent self-performing provider. It operates through 16 regional offices with about 500 technicians to service locations nationwide, backed by 24/7/365 support. It uses its Facili-Trac asset-tracking and reporting software plus the CLIENT web interface to give clients visibility into work orders, equipment, site history, and multi-site climate and lighting control. It differentiates itself with nationwide self-performing coverage, regional leadership, partner networks in select markets, and a focus on long-term strategic client partnerships, with the goal of building lasting relationships as a strategic partner for clients’ facility comfort and performance.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
West Melbourne, Florida
Founded
1992
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Simplify's Take
What believers are saying
- Nextech’s August 2026 acquisitions strengthened California and Wisconsin coverage immediately.
- Audax backing supports more roll-up acquisitions and cross-selling across national customers.
- Demand for outsourced HVAC-R maintenance stays sticky for chains needing 24/7 uptime.
What critics are saying
- NLRB cases in 2023 exposed labor conflict; another organizing drive could spread nationwide.
- Serial acquisitions demand integration discipline; one failed rollout can break service quality quickly.
- A recession or credit squeeze could stall deal-driven growth and expose Nextech’s consolidation model.
What makes Nextech unique
- Audax-backed Nextech reached 1,100+ self-performing technicians after 2023 Aire Rite.
- Its 16 regional offices and Facili-Trac create rare nationwide multi-site service control.
- Nextech keeps buying local HVAC-R operators, including Brine’s and Service Specialists in 2026.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Holidays
Professional Development Budget
Wellness Program
Flexible Work Hours
Hybrid Work Options
Company News
CMS Nextech, which is backed by Audax Private Equity, has acquired two HVAC/R services providers: Arctic Services and Patriot Mechanical.