Finance Project Manager - Integration & Value Realization

Schneider Electric has an onsite opportunity (5 days a week) for a Finance Project Manager - Integration & Value Realization in Lancaster, NY.The role requires an on-site, in-plant presence – remote work will be allowed situationally and on an as needed basis, but the expectation of this position is that your on-site in plant presence will be required 5 days per week.

This role is pivotal in driving financial integration and ensuring value realization across transformation initiatives. Acting as the financial anchor for integration programs, this position ensures disciplined planning, cost transparency, and governance while enabling leadership to make confident decisions during periods of change. 

The Finance Project Manager – Integration & Value Realization plays a critical leadership role in ensuring financial discipline, transparency, and value delivery across integration and transformation initiatives. This role serves as the financial anchor for integrations—translating strategy into measurable financial outcomes, ensuring synergy capture, and enabling leadership to make informed, confident decisions during periods of change. 

You will operate at the intersection of finance, strategy, and operations, bringing structure to complexity and ensuring that every dollar invested delivers tangible value. 

Key Responsibilities 

IntegrationFinancial Leadership 

• Own the end-to-end financial integration agenda, ensuring alignment with deal thesis and strategic objectives 

• Develop and maintain a robust integration roadmap with defined milestones, KPIs, and accountability owners 

• Act as the single source of truth for all integration-related financials 

• Partner with business and functional leaders to embed financial rigor into integration execution 

Integration Cost & Synergy Tracking

• Lead tracking and governance of integration costs, ensuring alignment to approved budgets 

• Monitor synergy realization against targets (cost and revenue), proactively identifying risks and mitigation plans 

• Provide clear visibility on value capture, ROI, and payback timelines 

• Establish disciplined reporting mechanisms for integration spend and benefits 

Budgeting & Forecasting 

• Integrate transformation impacts into annual budgets and rolling forecasts 

• Drive scenario planning to assess risks such as delays, cost overruns, and synergy shortfalls 

• Conduct prior-year and baseline analyses to establish credible synergy benchmarks 

• Ensure financial plans reflect both operational realities and strategic ambition 

Analysis of Change (AOCs) Ownership – GM & SFC

• Own and deliver AOCs for Gross Margin (GM) and Support Function Costs (SFC) 

• Clearly distinguish integration-driven impacts vs. business-as-usual performance 

• Provide transparency into key cost drivers (restructuring, transition costs, efficiencies) 

• Validate assumptions and track delivery in partnership with business leaders 

R&D Spend & Capitalization Governance

• Track R&D investments within the integration scope, ensuring alignment with strategic priorities 

• Govern capitalization of R&D costs in line with accounting standards and audit requirements 

• Provide clear visibility into innovation spend vs. integration commitments 

Cost Structure Alignment

• Rationalize and harmonize cost structures across legacy and integrated entities 

• Establish consistent reporting hierarchies and cost allocation frameworks 

• Drive accountability for costs across newly integrated teams 

• Enable clean post-integration performance tracking 

Executive (EXCOM) Reporting

• Lead quarterly EXCOM reporting on integration progress, including:  

• Financial performance vs. plan 

• Synergy realization 

• Key risks, decisions, and trade-offs 

• Translate complex financials into clear, executive-ready narratives 

• Support leadership with insights that drive timely decision-making 

Controls, Governance & Risk Management

• Establish and enforce a robust financial controls framework across integration programs 

• Ensure adherence to governance, compliance, and trust standards 

• Identify control gaps and lead continuous improvement initiatives 

• Safeguard disciplined use of capital during transformation 

Payroll Oversight

• Oversee and validate monthly payroll accuracy and completeness 

• Ensure alignment with budgeting assumptions and workforce plans 

• Strengthening controls and transparency in people-related costs 

Month-End Close & Financial Reporting Discipline

• Own and oversee the month-end close process for integration-related entities and adjustments 

• Ensure accurate, timely, and compliant financial reporting during integration phases 

• Review and validate integration-related journal entries, accruals, and adjustments 

• Partner with Accounting/Controllership teams to ensure alignment between management reporting and statutory reporting 

• Ensure proper classification of integration costs (e.g., restructuring, one-time vs. recurring) 

• Drive consistency between reported financials and integration tracking (synergies, costs, AOCs) 

• Identify and resolve discrepancies between ERP financials and integration reporting decks 

Experience & Qualifications Requirements

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required) 

• MBA, CPA, CMA, or equivalent professional qualification (strongly preferred) 

Professional Experience 

• 8–12+ years of progressive finance experience 

• Proven track record in M&A integration, transformation programs, or large-scale strategic initiatives 

• Strong experience in FP&A, budgeting, forecasting, and financial modeling 

• Strong experience in month-end close, financial reporting, and controllership processes 

• Experience ensuring alignment between management reporting and statutory financials 

• Experience in synergy tracking, cost optimization, and value realization frameworks 

• Exposure to manufacturing, industrial, or complex multi-entity environments preferred 

• Experience working with senior leadership  

Technical Skills 

• Advanced financial modeling and scenario analysis 

• Strong understanding of cost structures (GM, SFC, overheads) 

• Familiarity with ERP systems (e.g., SAP, Oracle) and reporting tools (Power BI, Tableau) 

• Strong knowledge of accounting principles, including financial close processes, journal entries, accruals, capitalization, and cost allocation 

• Understanding of financial close cycles, reconciliations, and audit requirements 

Successful Profile 

• Strategic yet hands-on—able to move between detail and big-picture seamlessly 

• Strong analytical mindset with a focus on value creation and cost discipline 

• Comfortable operating in ambiguity and fast-paced, evolving environments 

• High ownership and accountability with a governance-first mindset 

• Exceptional stakeholder management and influencing skills 

• Clear communicator who can simplify complexity for executive audiences 

• Strong attention to detail with a no-surprises mindset in financial reporting 

Bring your finance project expertise to a team that's ready to welcome you — apply today!

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