Finance M&A Lead

Reposted 5 Days Ago
Be an Early Applicant
3 Locations
In-Office
157K-279K Annually
Senior level
Cloud • Fintech • HR Tech
The Role
The Finance M&A Lead drives finance strategy across the M&A lifecycle, ensuring alignment and execution from diligence to post-close integration, and engaging with executive stakeholders.
Summary Generated by Built In

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

The Finance Transformation team (FTO) leads the modernization and optimization of Workday’s global finance function. At the core of this effort is the Strategy & Operations team - who drive operational excellence through alignment with Finance strategy, the Future of Finance roadmap, and M&A priorities delivering high-impact initiatives that shape how Workday scales and operates. The team blends operational rigor, analytical insight, and clear storytelling to enable effective end-to-end execution.

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 Workday’s 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.

  • Bachelor’s 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 candidate’s 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 Workday’s comprehensive benefits, please click here.

Primary Location: USA.CA.Pleasanton


 

Primary Location Base Pay Range: $185,900 USD - $278,900 USD


 

Additional US Location(s) Base Pay Range: $157,000 USD - $278,900 USD


Our Approach to Flexible Work
 

With Flex Work, we’re 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 you'll 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.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.


At Workday, we are committed to providing an accessible and inclusive hiring experience where all candidates can fully demonstrate their skills. If you require assistance or an accommodation at any point, please email
[email protected].

Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

At Workday, we value our candidates’ privacy and data security.  Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. 

  

Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.

  

In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.

Top Skills

Accounting Principles
Corporate Finance
Financial Statements
M&A
Project Management Methodologies
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The Company
HQ: Pleasanton, CA
14,894 Employees
Year Founded: 2005

What We Do

Workday is a leading provider of enterprise cloud applications for finance, HR, and planning. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.

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