M&A Finance Integration Senior Manager

WorkdayPleasanton, CA
1dHybrid

About The Position

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too. About the Team We are professional accountants who have a passion for what we do and strive for operational efficiency through system optimization and process automation. We prioritize the development and training of team members so that they become well-rounded accounting professionals with the skills vital for the next generation. We are also committed to working hard and having fun while maintaining a culture of work-life balance. About the Role Workday is seeking a versatile financial professional to join the team as the M&A Finance Integration Senior Manager. This individual will be a key member of the accounting and finance integration program contributing to the deal accounting and end-to-end M&A lifecycle, beginning with financial due diligence and ending with integration into our systems and processes. The finance integration workstreams include quote to cash, procure to pay, payroll, expense reimbursement, stock administration, and record to report processes. We are seeking a results-oriented team member with strong accounting knowledge, effective communication skills, and experience leading across internal finance and cross functional leaders and acquired company leadership to drive shared objectives and detailed plans.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field and CPA license is required.
  • 8+ years of Accounting experience.
  • Experience with M&A required.
  • Ability to connect with all levels of an organization; ability to explain accounting concepts to non-accounting stakeholders.
  • Strong understanding of accounting principles, internal controls, and project management techniques.
  • Ability to partner with a range of team members from finance and non-finance backgrounds to drive performance and integration.
  • Strong analytical and problem-solving abilities.
  • Strong project management, organizational and execution skills.
  • Detail oriented self-starter with ability to work in a fast-paced environment.
  • Proficient in MS Office, Google collaboration tools, project management tools (Smartsheet and Asana); experience using a large ERP system a plus.

Nice To Haves

  • Big Four experience is preferred.
  • Experience with integrations a plus.
  • Familiarity with closes processes and accounting implications of various deal structures.

Responsibilities

  • M&A Integration and Due Diligence Lead financial due diligence and pre close readiness for acquisition targets, partnering with Corp Dev, Legal, FP&A, Tax, Treasury, HR/Payroll, IT, and external advisors to identify accounting, reporting, and integration risks and recommend the “go or no-go” for the transaction.
  • Participate in diligence meetings with the acquisition target, and perform focused financial analyses (including accounting hygiene review, financial statement analysis, quality of earnings, revenue recognition, deferred revenue, accruals/ reserves, stock based comp, debt/leases, fixed assets, working capital, tax exposures, off-balance sheet items, contingencies etc.) and translate findings into deal implications and post-close actions.
  • Prepare and manage purchase agreement accounting deliverables, including opening/closing balance sheet mechanics, working capital / net debt / cash-like items, and post-close purchase price adjustment calculations, coordinating with legal counsel and bankers.
  • Support the valuation analysis process and document the controls to establish the intangible assets and goodwill including the amortization periods.
  • Prepare the opening balance sheet with full support to include the fair value analysis and related adjustments, the funds flow tie-out to the purchase consideration, and work with the external auditors regarding this and other M&A PBCs and respond and resolve related matters.
  • Own post-close finance integration (including accounting policies and alignment, close/calendar monthly & quarterly, acquired entity flux analysis review, reporting, systems/processes, master data, various accounting post close integration etc.) Serve as the single accountable owner for integration of acquired entities to be able to close the period end books.
  • Apply strong accounting judgment and operational expertise and act as the primary finance integration partner to Corp Dev, Legal, FP&A, P&P, Tax, Treasury, Procurement, and external advisors.
  • Drive flawless transition from acquisition to steady-state finance operations.
  • Lead Day-1, Day-30, and Day-90 cutovers, including opening balances, journal entries, reconciliations, and close calendar integration.
  • Translate due diligence findings and purchase accounting outcomes into executable finance integration plans and ongoing operations.
  • Integrate acquired entities into monthly and quarterly close processes, including flux analysis, reporting, and issue resolution.
  • Partner with SOX to design controls to ensure audit-ready, accurate, and complete financial reporting post-close.
  • Technical and Corporate Accounting Lead technical accounting research for highly complex, significant, and/or unique transactions; independently formulating well-reasoned accounting positions and proposed methods, then effectively communicating and providing clear guidance for execution.
  • Serve as principal accounting partner, leading strategic collaboration with cross functional teams from inception of new initiatives to proactively identify and communicate accounting and budget impacts, strategically influencing deal structures and operational execution.
  • Own the end-to-end evaluation, adoption, and effective process of new accounting pronouncements across the broader finance organization; independently new standards to define Workday's approach, then driving cross-functional collaboration and alignment to develop robust procedures for flawless and effective implementation.
  • Establish, maintain and proactively partner with stakeholders across the organization on critical accounting policies and procedures, encouraging technical excellence, proactive problem-solving and acting as a knowledge leader.
  • Support month-end close processes, including journal entries, account reconciliations, flux analysis, and coordination with cross-functional stakeholders to ensure timely and accurate close.
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