Senior M&A Finance Manager

Overview

A Senior Program Manager role within the M&A Finance team is available, reporting to the Director of M&A Finance. This position plays a critical leadership role supporting the full merger and acquisition lifecycle—from diligence and transaction planning through closing, integration, and post-close value realization. The role involves partnering closely with finance sub-functions and cross-functional teams including FP&A, Accounting, Tax, Treasury, Procurement, Corporate Development, Legal, HR, IT, and business units to assess transactions, support decision-making, and execute finance workstreams across acquisitions, divestitures, and other strategic initiatives.

Responsibilities

• Lead finance workstreams throughout the entire M&A lifecycle: diligence, deal planning, close readiness, Day 1 execution, and post-close integration
• Collaborate with finance sub-functions and cross-functional M&A stakeholders to assess risks and opportunities, support transaction recommendations, and drive execution planning
• Conduct finance diligence activities including analysis of historical and projected financial performance, operating metrics, cash flow, working capital, and key transaction assumptions
• Review transaction materials and agreements to provide finance input on deal structure, financial risks, and key provisions
• Synthesize diligence findings, financial risks, and integration considerations into clear recommendations and decision-ready materials for leadership
• Analyze and negotiate key transaction and closing considerations such as minimum cash requirements, net working capital, funds flow, purchase price adjustments, escrows, holdbacks, and related closing mechanics
• Coordinate pre-close planning across core finance functions (Record-to-Report, Order-to-Cash, Procure-to-Pay, FP&A, Treasury, Payroll, Tax) to support Day 1 readiness and continuity of operations
• Develop and execute finance integration plans including governance, milestone tracking, executive updates, risk management, issue resolution, and decision-making processes
• Partner with acquired company finance teams and internal stakeholders to transition processes, systems, controls, vendors, bank accounts, and reporting into the organization’s operating model
• Support closing and post-close execution activities including review of seller deliverables, finance approvals, onboarding and transition planning, and transaction-related settlements in partnership with cross-functional teams
• Track integration progress, critical dependencies, and blockers against transaction objectives, escalating issues and driving timely resolution as needed
• Identify opportunities to improve, standardize, and scale M&A finance processes, tools, templates, and governance while building strong relationships and influencing effectively across a matrixed organization

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 9+ years of relevant experience in M&A finance, transaction advisory, strategic finance, corporate finance, FP&A, and/or finance integration
• Demonstrated experience supporting transactions through financial diligence, modeling, close, and post-close integration
• Strong financial modeling, analytical, and problem-solving skills with ability to translate complex information into clear recommendations
• Experience leading cross-functional initiatives involving multiple stakeholders, workstreams, and deadlines simultaneously
• Strong understanding of end-to-end finance processes including Record-to-Report, Order-to-Cash, Procure-to-Pay, FP&A, Treasury, Payroll, and Tax
• Excellent written and verbal communication skills, including preparing materials for senior leaders and executive stakeholders
• Proven ability to drive alignment, manage ambiguity, drive accountability, and deliver results in a matrixed organization
• Strong program and project management skills including planning, milestone tracking, risk management, and issue resolution
• High degree of business judgment, attention to detail, and ownership

Preferred Qualifications

• MBA, CPA, or other advanced finance or accounting credentials
• Experience in the technology or SaaS industry
• Experience supporting software, cloud, or subscription-based business models
• Familiarity with valuation concepts and transaction metrics including synergy analysis, cash flow assessment, and key deal performance indicators
• Experience supporting finance integration in acquisitions, divestitures, or complex business transformations
• Experience with enterprise finance systems and reporting tools
• Continuous improvement mindset with experience enhancing finance processes, governance, and operating models

Compensation & Benefits

Details regarding compensation and benefits are not provided in this description.

Location

Location details are not specified in this description.

The organization is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status, or any other legally protected characteristic. Employment consideration is also extended regardless of criminal histories, consistent with applicable law.