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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading finance workstreams throughout the M&A lifecycle, including financial diligence, integration planning, and execution. Proficient in financial modeling, risk management, and cross-functional collaboration to drive successful transaction outcomes.
Highest-signal resume keywords
M&A Finance ExperienceFinancial ModelingCross-Functional LeadershipProgram ManagementFinance Integration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial DiligenceTransaction AdvisoryAnalytical SkillsProblem-Solving SkillsEnd-to-End Finance ProcessesValuation ConceptsTransaction MetricsEnterprise Finance SystemsGovernanceContinuous Improvement
Soft Skills
Excellent Communication SkillsAttention to DetailBusiness JudgmentOwnershipAccountability
Tools & Technologies
Reporting ToolsFinance Systems
Certifications & Qualifications
MBACPA
Industry Keywords
Technology IndustrySaaSCloud Business ModelsSubscription-Based Business Models
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- 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 recommendations and decision-ready materials for leadership
- Analyze and negotiate 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 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 Autodesk stakeholders to transition processes, systems, controls, vendors, bank accounts, and reporting into Autodesk’s operating model
- Support closing and post-close execution activities, including seller deliverables, finance approvals, onboarding and transition planning, and transaction-related settlements
- Track integration progress, critical dependencies, and blockers against transaction objectives, escalating issues and driving timely resolution
- Identify opportunities to improve, standardize, and scale M&A finance processes, tools, templates, and governance across a matrixed organization
Requirements
What you’ll need- 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
- 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
- MBA, CPA, or other advanced finance or accounting credentials preferred
- Experience in the technology or SaaS industry preferred
- Experience supporting software, cloud, or subscription-based business models preferred
- Familiarity with valuation concepts and transaction metrics preferred
- Experience supporting finance integration in acquisitions, divestitures, or complex business transformations preferred
- Experience with enterprise finance systems and reporting tools preferred
- Continuous improvement mindset with experience enhancing finance processes, governance, and operating models preferred
Benefits
Comp & perks- Annual cash bonuses may be included
- Stock grants may be included
- Comprehensive benefits package
- Health and financial benefits
- Time away benefits
- Everyday wellness benefits
- In-person onboarding and/or in-person ID verification may be required
