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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and governance for technology integration, with a strong focus on budget management, forecasting, and value tracking. Capable of translating complex financial data into actionable insights for senior leadership while driving accountability across cross-functional teams.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Integration PlanningFinancial ModelingExecutive CommunicationM&A Finance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Budget ManagementForecastingBusiness Case DevelopmentCost TrackingVariance AnalysisSynergy TrackingValue DeliveryIntegration GovernanceAccounting TreatmentInvestment Prioritization
Soft Skills
Influencing Senior LeadersNavigating Cross-Functional EnvironmentsCommunication SkillsFacilitating Alignment
Tools & Technologies
DashboardsFinancial Reporting Tools
Certifications & Qualifications
MBACPACFA
Industry Keywords
Technology IntegrationAcquisitionsDivestituresTransformation ProgramsGovernance Processes
About the role
Key responsibilities & impact- Lead financial planning and governance for technology integration activities
- Own integration costs, value tracking, and business case performance
- Develop and manage integration budgets, forecasts, and funding requirements
- Monitor one-time integration costs, contractor spend, internal labor, transition services, and synergy investments
- Ensure alignment between approved deal assumptions and integration execution plans
- Establish processes to track cost savings and deal value creation initiatives
- Partner with business and technology leaders to identify and quantify integration benefits
- Drive accountability for value delivery across participating organizations
- Provide executive-level reporting on integration financial performance, risks, opportunities, and forecast outlook
- Develop dashboards and variance analysis for leadership decision-making
- Ensure appropriate accounting treatment of acquisition, integration, and transformation-related costs
- Support investment governance, funding approvals, and portfolio prioritization discussions
- Advise Technology M&A leaders, Business CIOs, Finance leadership, and Integration Management Office teams
- Lead cross-functional finance integration meetings and communicate progress, decisions, and risks
- Translate complex financial and operational information into recommendations for senior leaders
- Facilitate alignment among Technology, Finance, Corporate Development, and business stakeholders
- Support strategic decisions regarding integration sequencing, investment priorities, and operating model design
Requirements
What you’ll need- 7+ years of progressive experience in FP&A, strategic finance, technology finance, M&A finance, or transformation finance
- Experience supporting acquisitions, divestitures, technology integrations, or large-scale transformation programs
- Strong financial modeling, forecasting, business case development, and executive communication skills
- Demonstrated ability to influence senior leaders and navigate complex cross-functional environments
- Experience with integration planning, synergy tracking, and governance processes preferred
- MBA, CPA, CFA, or equivalent combination of education and experience preferred
Benefits
Comp & perks- Competitive compensation package
- Annual bonus may be offered
- Long-term incentive opportunities may be offered
- Benefits under McKesson's Total Rewards package
- Reasonable accommodation for job search or application