Finance M&A Lead

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About the Team

About the Role

We are seeking a versatile finance leader to join the Finance Transformation Team as the Finance M&A Leader. This role drives the finance perspective across the M&A lifecycle from early-stage evaluation and due diligence through post-close integration into Workdays systems and operating model. The successful candidate will translate diligence insights into clear recommendations integration requirements and execution plans. Serving as a central point of coordination this leader will drive finance integration planning and execution across core finance teams and collaborate with legal HR and external partners. The ideal candidate brings strong executive communication cross-functional leadership and the ability to align teams around shared objectives and disciplined execution.

Responsibilities:

Due Diligence & Strategic Partnership

• Serve as a finance partner with Corporate Development Strategy Legal HR IT and cross-functional teams to translate diligence findings into clear requirements assumptions risks and success criteria.

• Connect deal hypotheses and valuation drivers to integration scope timing and execution plans.

• Ensure alignment and finance representation across the end-to-end M&A lifecycle from diligence through post-close stabilization.

• Ensure Finance considerations are embedded early in deal strategy valuation and integration planning.

• Collaborate with product on new deal opportunities.

Integration & Execution

• Coordinate the finance M&A integration program across core workstreams including technical accounting.

• Define ownership deliverables timelines and milestones; manage integrated plans and drive execution across teams.

• Monitor progress identify dependencies and risks and drive issue resolution to ensure smooth Day 1 and post-close transitions.

Governance & Operational Deployment

• Own finance integration status decision frameworks reporting- delivering concise data-driven updates and escalations to senior leadership.

• Ensure clear decision rights and escalation paths for scope timeline and risk management

• Design and evolve M&A finance playbooks dashboard and operating procedures to drive consistency and scalability

• Capture lessons learned and embed improvements into future deal execution

Stakeholder Management

• Serve as a central coordination point for Finance with Corporate Development Technical Accounting HR Legal Business Technology and acquired leadership

• Facilitate cross-functional working sessions to align on dependencies sequencing and system/process impacts

• Translate complex integration topics into clear actionable communication for finance and non-finance stakeholders

About You

Required Qualifications

• 8 years of progressive experience in finance including M&A corporate finance within a technology or high-growth environment.

• Demonstrated experience supporting end-to-end M&A transactions from due diligence through post-close integration

• Strong working knowledge of accounting principles financial statements and close/reporting processes.

• Experience leading cross-functional initiatives or programs with familiarity in project or program management methodologies.

• Bachelors degree in Finance Accounting or a related field; MBA or CPA preferred but not required.

• Expertise in managing acquisition integration including strong stakeholder management and sub-team coordination.

Other Qualifications:

• Ability to partner effectively with all levels of the organization including senior leadership and translate sophisticated finance and accounting concepts into clear actionable insights for non-finance stakeholders.

• Strong analytical and problem-solving skills with the ability to assess risk evaluate trade-offs and support sound decision-making in ambiguous deal environments.

• A detail-oriented self-starting mindset with the ability to operate in a fast-paced deadline-driven M&A environment.

• Proven ability to influence without authority align diverse stakeholders and drive execution against shared objectives.

• Excellent written and verbal communication skills including executive-level storytelling and concise status reporting.

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidates compensation offer will be based on multiple factors including but not limited to geography experience skills job duties and business need among other things. For more information regarding Workdays comprehensive benefits please click here.

Our Approach to Flexible Work

With Flex Work were combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections maintain a strong community and do their best work. We know that flexibility can take shape in many ways so rather than a number of required days in-office each week we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers prospects and partners (depending on role). This means youll have the freedom to create a flexible schedule that caters to your business team and personal needs while being intentional to make the most of time spent together. Those in our remote home office roles also have the opportunity to come together in our offices for important moments that matter.

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