M&A Finance Integration Senior Manager

Workday•Pleasanton, CA

4d•Hybrid

About The Position

Workday is seeking a versatile financial professional to join the team as an M&A Finance Integration Senior Manager. This individual will be a key member of the finance integration program contributing to the 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 interpersonal 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.
8+ years of Accounting experience.
Experience with M&A required.

Nice To Haves

Big Four experience and CPA license is helpful.
Ability to connect with all levels of an organization; ability to explain accounting concepts to non-accounting stakeholders.
Experience with integrations a plus.
Familiarity with closes processes and accounting implications of various deal structures.
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.

Responsibilities

Participate in the financial due diligence process to provide technical accounting advice around deal structure and terms and support integration planning.
Guide and influence finance workstreams to develop and deliver detailed integration plans.
Manage the process by defining clear assignments, developing common formats for their outputs, establishing focused timelines, and coordinating meeting schedules, meeting formats, communication mechanisms, and review processes.
Supervise progress against goals and ensure that integration efforts go above and beyond.
Support status and escalation reporting to management.
Facilitate discussions across finance and cross-functional workstreams to clarify interdependencies, “connect the dots”, and handle critical deliverables.
Lead finance integration meetings with strong decision making ability and clear accountability.
Coordinate with Technical Accounting to support purchase accounting and External Reporting to support disclosures for complete project management.
Evolve M&A playbooks, dashboards, and status reports as needed.
Complete special projects as needed.