M&A Finance Lead

Overview

This role supports the acquisition and retention of profitable B2B SaaS businesses by leading Quality of Earnings (QofE) analysis, financial due diligence, and post-acquisition integration support. The position brings key QofE activities in-house while coordinating with external financial due diligence providers.

Responsibilities

Quality of Earnings (QofE) Analysis

• Prepare detailed QofE analyses covering:
  • Normalized EBITDA
  • Revenue quality
  • Recurring and non-recurring revenue
  • GRR/NRR
  • Customer concentration
• Assess working capital, net debt, debt-like items, and potential tax and payroll exposures.
• Review, challenge, and reconcile external QofE work to ensure accuracy and timely delivery.
• Prepare financial analyses using the organization’s standard reporting format, including:
  • Monthly P&L
  • Budgets and forecasts
  • 12-month P&L reporting aligned with the company’s account allocation structure.

Financial Due Diligence & Data Collection

• Manage the financial, QofE, and tax sections of the due diligence request process from initiation through completion.
• Coordinate and issue financial information requests promptly at the beginning of each acquisition process.
• Track outstanding due diligence workstreams (customer, HR, technology, and legal) in coordination with the deal team.
• Develop and document standardized QofE and financial data collection procedures to improve consistency and efficiency across acquisitions.

Post-Acquisition Integration Support

• Prepare financial integration data packs and manage the at-close data checklist to ensure all required information is complete and reconciled before closing.
• Translate due diligence findings into financial and operational integration tasks.
• Support chart of accounts mapping and opening balance preparation.
• Validate contract, revenue, and deferred revenue data to ensure accurate transfer to the integration team.
• Improve the handover process between due diligence and integration to minimize repeated information requests and data collection.

Requirements

• CA, ACCA, CPA, or an equivalent professional accounting qualification.
• At least 7 years of experience in transaction services, financial due diligence, or Quality of Earnings (QofE), preferably within a Big Four firm.
• Proven experience leading multiple buy-side transactions from start to finish, ideally involving software or SaaS businesses.
• Strong understanding of US GAAP and ASC 606.
• Working knowledge of US sales tax and payroll tax considerations.
• Experience working with Sage Intacct or a similar ERP system.
• Advanced Excel skills and ability to manage and analyze complex financial data.
• Availability to work with US and EU time zones during active acquisition deals.

Preferred Qualifications

• Experience bringing outsourced QofE or financial due diligence activities in-house.
• Familiarity with Power Query, SQL, or Python for financial data analysis and reporting.
• Experience developing standardized financial reporting processes and documentation.
• Strong understanding of SaaS financial metrics, including recurring revenue, GRR, NRR, and customer concentration.

Compensation & Benefits

• Employment Type: Remote, full time
• Compensation details: Not specified.

Location & Working Hours

• Location: Pakistan
• Working Hours: 7PM to 4AM PKT