VP Investor Relations & M&A
Acosta Group
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Lewisville, TX
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0
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Not Applicable
Posted March 29, 2026
2 variants
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Responsibilities
Responsibilities
- Serve as the enterprise-wide Finance leader for M&A
- Partner closely with the CEO, CFO, and Executive Leadership Team to evaluate strategic opportunities and guide decision‑making.
- Translate complex financial, operational, and market insights into meaningful recommendations for executive and board-level discussions.
- Craft Earnings presentations and financial narrative for investor presentations. into our Acosta story in collaboration with Executive management and internal/external communications.
- Mergers & Acquisitions Leadership
- Lead cross-functional due diligence across Finance, Accounting, Technology, HR, Legal, and Operations in partnership with Acosta Strategy team.
- Oversee and prepare rigorous financial modeling, synergy identification, business case development, and risk assessments.
- Govern enterprise-level integration strategy, ensuring cross-functional accountability, alignment, and timely execution across all workstreams.
- Cultivate strong relationships with external advisors including bankers, valuation firms, attorneys, consultants, and auditors.
- Support strategic life cycle of Acosta Group including future exit planning, and financial modeling.
- Investor Relations Leadership
- Serve as the primary owner of Acosta’s investor relations strategy and messaging.
- Develop and execute an annual investor relations plan, including earnings preparation, industry conference participation, and investor communications.
- Craft clear, compelling, and transparent investor-facing materials and financial narratives, including earnings commentary, investor decks, Q&A guidance, and strategic positioning.
- Prepare executive leadership for investor and analyst meetings, ensuring consistent and strategic messaging.
- Manage relationships with Private equity owner stakeholders, current and potential investors (lenders and potential equity stakeholders), analysts, and ratings agencies.
- Monitor and report on market trends, competitor financial performance, and investor sentiment.
- Executive Communication & Influence
- Provide highly polished, executive-level communication deliverables for internal and external audiences.
- Represent the organization in high-stakes discussions and external meetings with professionalism and authority.
- Synthesize complex data sets into simple, persuasive insights tailored to executive and investor audiences.
- Operational Excellence & Governance
- Establish repeatable M&A processes, templates, integration frameworks, and governance routines to scale the Corporate Development function.
- Drive cross-functional alignment and accountability across multiple concurrent initiatives.
- Oversee financial and operational tracking related to closing balance sheets, working capital adjustments, earnouts, escrow balances, and integration KPIs.
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Requirements
- 15+ years of progressive Finance, Corporate Development, M&A, or related experience.
- 8+ years leading large-scale M&A transactions, financial due diligence, and business integrations.
- Experience operating at the executive level, advising C-suite leaders and boards of directors.
- Executive Leadership & Decision-Making
- Proven ability to shape corporate strategy and influence senior executives.
- Demonstrated ability to operate with a high degree of independence and executive judgment.
- Financial & Analytical Expertise
- Deep understanding of GAAP, financial modeling, valuation methodologies, and purchase accounting.
- Ability to simplify complex financial insights for investor and board audiences.
- Communication & Investor Messaging
- Exceptional written and verbal communication skills with strong executive presence.
- Ability to develop high-impact external communications that reflect Acosta’s strategic priorities.
- Ability to build trust with executives, investors, advisors, and acquired teams.
- Expertise in leading large-scale, cross-functional initiatives—particularly integrations.
Preferred Skills
- CPA strongly preferred.
- Prior Investor Relations leadership experience strongly preferred; alternatively, demonstrated experience in executive communications, corporate strategy, or external financial reporting.
- Big 4 Public Accounting experience preferred but not required at this level.
Education
- (Required) – Bachelor’s Degree in Accounting, Finance, Business, or related discipline required.
- (Not required) – Master’s Degree in Business Administration or Finance preferred.
- (Not required) – CPA strongly preferred.
Description
The Vice President, Finance - Mergers & Acquisitions and Investor Relations is a senior strategic finance leader responsible for overseeing and supporting Finance portion of Acosta’s enterprise-level M&A strategy while overseeing all aspects of investor communications, modeling and quarterly/annual earning announcements, and presentations, and financial storytelling. This role is critical to owning external financial narrative development, and leading cross-functional initiatives that impact enterprise valuation and strategic positioning.
This leader will be accountable for overseeing the Finance aspects of due diligence and integration execution at the enterprise level, including modeling, preparing underwriting models, synergy analysis, oversight of due diligence, and building strong relationships with investors, analysts, rating agencies, and key financial stakeholders. This position requires superior executive presence, deep financial and strategic acumen, and the ability to represent Acosta externally with credibility and clarity.
Responsibilities
Strategic Leadership
Serve as the enterprise-wide Finance leader for M&A
Partner closely with the CEO, CFO, and Executive Leadership Team to evaluate strategic opportunities and guide decision‑making.
Translate complex financial, operational, and market insights into meaningful recommendations for executive and board-level discussions.
Craft Earnings presentations and financial narrative for investor presentations. into our Acosta story in collaboration with Executive management and internal/external communications.
Mergers & Acquisitions Leadership
Lead cross-functional due diligence across Finance, Accounting, Technology, HR, Legal, and Operations in partnership with Acosta Strategy team.
Oversee and prepare rigorous financial modeling, synergy identification, business case development, and risk assessments.
Govern enterprise-level integration strategy, ensuring cross-functional accountability, alignment, and timely execution across all workstreams.
Cultivate strong relationships with external advisors including bankers, valuation firms, attorneys, consultants, and auditors.
Support strategic life cycle of Acosta Group including future exit planning, and financial modeling.
Investor Relations Leadership
Serve as the primary owner of Acosta’s investor relations strategy and messaging.
Develop and execute an annual investor relations plan, including earnings preparation, industry conference participation, and investor communications.
Craft clear, compelling, and transparent investor-facing materials and financial narratives, including earnings commentary, investor decks, Q&A guidance, and strategic positioning.
Prepare executive leadership for investor and analyst meetings, ensuring consistent and strategic messaging.
Manage relationships with Private equity owner stakeholders, current and potential investors (lenders and potential equity stakeholders), analysts, and ratings agencies.
Monitor and report on market trends, competitor financial performance, and investor sentiment.
Executive Communication & Influence
Provide highly polished, executive-level communication deliverables for internal and external audiences.
Represent the organization in high-stakes discussions and external meetings with professionalism and authority.
Synthesize complex data sets into simple, persuasive insights tailored to executive and investor audiences.
Operational Excellence & Governance
Establish repeatable M&A processes, templates, integration frameworks, and governance routines to scale the Corporate Development function.
Drive cross-functional alignment and accountability across multiple concurrent initiatives.
Oversee financial and operational tracking related to closing balance sheets, working capital adjustments, earnouts, escrow balances, and integration KPIs.
Qualifications
Education Requirements
Bachelor’s Degree in Accounting, Finance, Business, or related discipline required.
Master’s Degree in Business Administration or Finance preferred.
CPA strongly preferred.
Work Experience Requirements
15+ years of progressive Finance, Corporate Development, M&A, or related experience.
8+ years leading large-scale M&A transactions, financial due diligence, and business integrations.
Experience operating at the executive level, advising C-suite leaders and boards of directors.
Prior Investor Relations leadership experience strongly preferred; alternatively, demonstrated experience in executive communications, corporate strategy, or external financial reporting.
Big 4 Public Accounting experience preferred but not required at this level.
Knowledge, Skills & Abilities
Executive Leadership & Decision-Making
Proven ability to shape corporate strategy and influence senior executives.
Demonstrated ability to operate with a high degree of independence and executive judgment.
Financial & Analytical Expertise
Deep understanding of GAAP, financial modeling, valuation methodologies, and purchase accounting.
Ability to simplify complex financial insights for investor and board audiences.
Communication & Investor Messaging
Exceptional written and verbal communication skills with strong executive presence.
Ability to develop high-impact external communications that reflect Acosta’s strategic priorities.
Relationship Building & Influence
Strong interpersonal skills capable of navigating sensitive strategic conversations.
Ability to build trust with executives, investors, advisors, and acquired teams.
Program & Change Leadership
Expertise in leading large-scale, cross-functional initiatives—particularly integrations.
Strong governance, prioritization, and project management skills.
\#Discoveryourpathway
About Us
Acosta, and its subsidiaries, is an Equal Opportunity Employer
Job Category: Administration
Position Type: Full time
Business Unit: Corporate
Salary Range: $175,000.00 - $210,000.00
Company: Acosta Services, Inc
Req ID: 20395
The Vice President, Finance - Mergers & Acquisitions and Investor Relations is a senior strategic finance leader responsible for overseeing and supporting Finance portion of Acosta’s enterprise-level M&A strategy while overseeing all aspects of investor communications, modeling and quarterly/annual earning announcements, and presentations, and financial storytelling. This role is critical to owning external financial narrative development, and leading cross-functional initiatives that impact enterprise valuation and strategic positioning.
This leader will be accountable for overseeing the Finance aspects of due diligence and integration execution at the enterprise level, including modeling, preparing underwriting models, synergy analysis, oversight of due diligence, and building strong relationships with investors, analysts, rating agencies, and key financial stakeholders. This position requires superior executive presence, deep financial and strategic acumen, and the ability to represent Acosta externally with credibility and clarity.
Responsibilities
Strategic Leadership
Serve as the enterprise-wide Finance leader for M&A
Partner closely with the CEO, CFO, and Executive Leadership Team to evaluate strategic opportunities and guide decision‑making.
Translate complex financial, operational, and market insights into meaningful recommendations for executive and board-level discussions.
Craft Earnings presentations and financial narrative for investor presentations. into our Acosta story in collaboration with Executive management and internal/external communications.
Mergers & Acquisitions Leadership
Lead cross-functional due diligence across Finance, Accounting, Technology, HR, Legal, and Operations in partnership with Acosta Strategy team.
Oversee and prepare rigorous financial modeling, synergy identification, business case development, and risk assessments.
Govern enterprise-level integration strategy, ensuring cross-functional accountability, alignment, and timely execution across all workstreams.
Cultivate strong relationships with external advisors including bankers, valuation firms, attorneys, consultants, and auditors.
Support strategic life cycle of Acosta Group including future exit planning, and financial modeling.
Investor Relations Leadership
Serve as the primary owner of Acosta’s investor relations strategy and messaging.
Develop and execute an annual investor relations plan, including earnings preparation, industry conference participation, and investor communications.
Craft clear, compelling, and transparent investor-facing materials and financial narratives, including earnings commentary, investor decks, Q&A guidance, and strategic positioning.
Prepare executive leadership for investor and analyst meetings, ensuring consistent and strategic messaging.
Manage relationships with Private equity owner stakeholders, current and potential investors (lenders and potential equity stakeholders), analysts, and ratings agencies.
Monitor and report on market trends, competitor financial performance, and investor sentiment.
Executive Communication & Influence
Provide highly polished, executive-level communication deliverables for internal and external audiences.
Represent the organization in high-stakes discussions and external meetings with professionalism and authority.
Synthesize complex data sets into simple, persuasive insights tailored to executive and investor audiences.
Operational Excellence & Governance
Establish repeatable M&A processes, templates, integration frameworks, and governance routines to scale the Corporate Development function.
Drive cross-functional alignment and accountability across multiple concurrent initiatives.
Oversee financial and operational tracking related to closing balance sheets, working capital adjustments, earnouts, escrow balances, and integration KPIs.
Qualifications
Education Requirements
Bachelor’s Degree in Accounting, Finance, Business, or related discipline required.
Master’s Degree in Business Administration or Finance preferred.
CPA strongly preferred.
Work Experience Requirements
15+ years of progressive Finance, Corporate Development, M&A, or related experience.
8+ years leading large-scale M&A transactions, financial due diligence, and business integrations.
Experience operating at the executive level, advising C-suite leaders and boards of directors.
Prior Investor Relations leadership experience strongly preferred; alternatively, demonstrated experience in executive communications, corporate strategy, or external financial reporting.
Big 4 Public Accounting experience preferred but not required at this level.
Knowledge, Skills & Abilities
Executive Leadership & Decision-Making
Proven ability to shape corporate strategy and influence senior executives.
Demonstrated ability to operate with a high degree of independence and executive judgment.
Financial & Analytical Expertise
Deep understanding of GAAP, financial modeling, valuation methodologies, and purchase accounting.
Ability to simplify complex financial insights for investor and board audiences.
Communication & Investor Messaging
Exceptional written and verbal communication skills with strong executive presence.
Ability to develop high-impact external communications that reflect Acosta’s strategic priorities.
Relationship Building & Influence
Strong interpersonal skills capable of navigating sensitive strategic conversations.
Ability to build trust with executives, investors, advisors, and acquired teams.
Program & Change Leadership
Expertise in leading large-scale, cross-functional initiatives—particularly integrations.
Strong governance, prioritization, and project management skills.
\#Discoveryourpathway
About Us
Acosta, and its subsidiaries, is an Equal Opportunity Employer
Job Category: Administration
Position Type: Full time
Business Unit: Corporate
Salary Range: $175,000.00 - $210,000.00
Company: Acosta Services, Inc
Req ID: 20395