Overview
This role supports the full M&A lifecycle, reporting to the Director, M&A Finance. Responsibilities span diligence and transaction planning through close, integration, and post-close value realization.
You will partner with FP&A, Accounting, Tax, Treasury, Procurement, Corporate Development, Legal, HR, IT, and business teams to assess transactions, support decision-making, and execute finance workstreams 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 for leadership
- 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 (including 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 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 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 cross-functional initiatives with 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, expected starting base salary between $124,000 and $221,430. Offers are based on the candidate’s experience and geographic location, and may exceed this range. In addition to base salaries, the 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.
Equal Employment Opportunity
The employer 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, and considers qualified applicants regardless of criminal histories, consistent with applicable law.