How You'll Make an Impact
- Build and maintain a prioritized target list across key financial categories (accounting, financial close, document automation, fixed assets, revenue recognition, intercompany, and adjacencies)
- Source opportunities by establishing and managing relationships with founders, bankers, and investors; execute outbound outreach to qualify fit with FinQuery's mission and technology
- Conduct strategic fit analysis using the build/buy/partner framework, sizing the market, and estimating deal quality (ARR mix, churn, cross-sell potential)
- Assess product and technical alignment with the contract-driven subledger strategy, identifying risks (on-prem vs. cloud, channel-sourced customers, customer concentration)
- Build comprehensive acquisition models, including ARR bridges, revenue retention, synergies, integration costs, and EBITDA impact
- Perform scenario and valuation analysis (ARR/EBITDA multiples, DCF)
- Partner with Finance on working capital, deferred revenue, and purchase accounting.
- Manage the M&A process: Including preparing investment committee/board materials, coordinating diligence across all functional teams, supporting LOI/definitive agreement negotiations, tracking risks, and providing go/no-go recommendations
- Maintain deal files and report progress to leadership
- Manage post-close integration: translate the deal thesis into a 100-day plan, partner on GTM/CS cross-sell motions, track performance against the model, and identify non-core revenue exits
- Conduct market and competitive analysis to inform the 3-5 year product and M&A roadmap, evaluating adjacencies for build, buy, or integrate decisions
- Support CEO/CFO with board materials, strategic narratives, and investor communications
The Expertise You'll Bring
- 5-7 years total experience in corporate development, investment banking, private equity, strategy, or a mix
- Experience in B2B SaaS, accounting software, fintech, or workflow automation
- Strong financial modeling skills and ability to translate strategy into numbers
- Proven experience running or supporting end-to-end M&A processes
- Excellent business writing and presentation skills for executive and board audiences
- Comfort working on multiple deals and strategic projects at once
- High integrity and discretion handling sensitive company and target information
- Strategic thinker who can zoom in on details
- Operator mindset who follows through on integration
- Curious about accounting and the office of the controller
- Direct communicator who builds trust with founders and internal stakeholders
- Organized and deadline-oriented
What Success Will Look Like
- Pipeline of qualified targets that match FinQuery’s customer, product, and platform direction
- Clear and defensible business cases that show how an acquisition accelerates ARR, margin, or product time to market
- Fast and organized diligence with no surprises at close
- Integration plans that protect quality revenue and activate cross sell
- Reporting that lets the CEO, CFO and board see which deals created value
Top Skills
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way.
More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs.
And what makes it truly intelligent? We let you do it all on one platform.
FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools.
You’ll see the most where you’re spending the most.







