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
Requirements
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
Benefits
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results
401(k) plan with employer matching
Signing stipend for a work-from-home setup
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children (pending eligibility)
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