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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in leading finance integration for M&A transactions, with a strong focus on project management, stakeholder collaboration, and risk mitigation. Proficient in finance principles and change management, ensuring seamless integration and operational continuity.
Highest-signal resume keywords
Finance Integration LeadershipM&A Due Diligence SupportProject ManagementStakeholder Relationship ManagementFinance Systems Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Finance PrinciplesAccounting PrinciplesIntegration Playbook DevelopmentRisk Mitigation StrategiesChange ManagementMilestone TrackingERP MigrationsFinancial ReportingDue DiligencePost-Close Integration
Soft Skills
Executive PresenceTrust BuildingAdaptabilityJudgmentCommunication
Tools & Technologies
AI-Assisted SolutionsFinance SystemsProject Management ToolsERP SystemsCollaboration Platforms
Certifications & Qualifications
CPAProject Management Professional (PMP)
Industry Keywords
M&A TransactionsFinance IntegrationCross-Functional CollaborationSynergy RealizationLegal Entity Consolidation
Tech Stack
Tools & technologiesERPPMP
About the role
Key responsibilities & impact- Lead finance integration workstreams for M&A transactions across Core Finance, Tax, FP&A, Treasury, and Finance Product & Technology
- Drive integrations from due diligence through Day 1 and Day 100 milestones
- Refine integration playbooks, track milestones, and report synergy realization
- Ensure critical controls, processes, and reporting capabilities are operational at close
- Maintain and continuously update the modular Finance Integration Playbook
- Manage risks and implement issue- and risk-mitigation strategies
- Cultivate stakeholder relationships and provide project decisions, milestone tracking, status updates, and escalations
- Collaborate with Finance, IMO, Talent, Technology, Legal, Corporate Development, and other cross-functional deal teams
- Represent finance workstream status, risks, and dependencies in integration steering committee updates
- Liaise with acquired Finance teams to ensure continuity and minimal disruption to close cycles and business operations
- Contribute to change management for finance process and system changes, including chart of accounts harmonization, legal entity consolidation, and ERP/tool migrations
- Partner with the integration core team on change management plans for cross-functional milestones
Requirements
What you’ll need- Bachelor’s degree required (business or finance preferred)
- 7+ years in finance or finance systems
- 5+ years finance project or program management
- 3+ years leading Finance M&A integrations, including due diligence support, Day 1 planning, and post-close integration
- Strong knowledge of finance and accounting principles is highly preferred
- Demonstrated ability to build trust and drive alignment across Legal, Talent, Technology, and Integration Management Office (IMO) stakeholders
- Comfort learning new tools and technologies, including AI-assisted solutions
- Ability to translate business needs into clear, structured requirements
- Comfort operating under time pressure and confidentiality constraints typical of deal environments
- Strong executive presence and ability to synthesize complex, fast-moving integration status into clear, decision-ready updates
- Adaptability and sound judgment when processes are being defined in real time
- CPA or any professional finance accreditation is a plus
- Project Management Professional (PMP) certification is a plus
Benefits
Comp & perks- Stock Option Program
- Health Plans
- Mental Health support
- 401(k) Retirement Plan with employer match
- Disability Programs
- Health Savings and Flexible Spending Accounts
- Family-forming benefits
- Life and Serious Injury Benefits
- Paid leave of absence programs
- Full-time hourly employees accrue 35 days annually for paid time off to be used for vacation, holidays, and sick paid time off
- Full-time salaried employees are immediately entitled to flexible time off
