Overview
This role supports end-to-end M&A Finance activities, reporting to the Director, M&A Finance. You will lead and coordinate finance workstreams across the full M&A lifecycle—from diligence and transaction planning through sign, close, integration, and post-close value realization.
The position partners closely with FP&A, Accounting, Tax, Treasury, Procurement, Corporate Development, Legal, HR, IT, business teams, and other Finance and cross-functional stakeholders to assess transactions, support decision-making, and execute finance deliverables across acquisitions, divestitures, and other strategic initiatives.
Responsibilities
- Lead finance workstreams across the full M&A lifecycle, including diligence, deal planning, close readiness, Day 1 execution, and post-close integration
- Partner with finance sub-functions and cross-functional M&A stakeholders to assess risks and opportunities, support transaction recommendations, and drive execution planning
- Lead 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, decision-ready recommendations and materials
- Analyze and negotiate key transaction and closing considerations, including 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, etc.) 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 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 influencing across a matrixed organization
Minimum Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a 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 the ability to translate complex information into clear recommendations
- Experience leading across 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 experience 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
For U.S.-based roles, the starting base salary is expected to be between $124,000 and $221,430. Offers are based on experience and geographic location, and may exceed this range. The overall compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.
Location
This role may require in-person onboarding and/or in-person ID verification.