NerdWallet · 1 week ago
Head of Mergers & Acquisitions
United States
Full-time
Remote
Director/Executive
7+ years expNerdWallet is on a mission to bring clarity to all of life’s financial decisions, and they are seeking a Head of Mergers & Acquisitions to lead the integration strategy for newly acquired companies. This role involves ensuring swift and cohesive integration while driving cultural and operational alignment across various teams.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
Lead end-to-end integration planning and execution
Design and implement comprehensive integration plans spanning Finance, People, Legal, IT/Security, Revenue Operations, Marketing, and product-adjacent workflows
Build integration timelines, critical paths, and workstream governance structures to ensure clarity and accountability across the organization
Ensure integration activities stay on-budget and on-schedule
Drive integration readiness between deal signing and deal closing
Partner with Corp Dev, functional leaders, and acquired company leadership during diligence to identify integration requirements, risks, systems gaps, and early synergy opportunities
Translate findings into actionable integration plans and resourcing assumptions
Lead cross-functional program management across all integration workstreams
Track goals, milestones, and deliverables while coordinating across teams / functional groups; identify blockers; escalate issues; and maintain transparency through structured reporting to executive leadership
Create templates, processes, and best practices that enable consistency, repeatability, risk mitigation, and scalability as NerdWallet grows its acquisition cadence
Continuously refine frameworks based on retrospective learnings and outcome metrics
Establish and maintain strong relationships with acquired company teams post-closing
Serve as the primary operational point of contact for acquired leadership teams through close and the first 90–180 days post-close
Facilitate alignment on operating rhythms, reporting expectations, culture onboarding, and communication channels
Oversee integration of G&A and corporate functions
Coordinate the onboarding and integration of People Ops, HR systems, IT/Security compliance, Finance and Accounting processes, payroll, benefits, legal entities, and compliance workflows
Ensure seamless system migrations and process transitions with minimal business disruption in planning for 'Day 1' readiness
Identify and manage integration risks
Surface and mitigate potential operational, regulatory, financial, or technical risks
Coordinate with Legal, Security, and Compliance to ensure acquired teams adhere to NerdWallet’s regulatory, data, and security standards
Lead cultural and change-management integration
Drive people-centric change management that accelerates adoption of NerdWallet values, processes, and expectations
Build communication plans, onboarding journeys, and team-to-team connection points
Define and report integration success metrics
Develop dashboards, KPIs, and synergy-tracking tools to quantify integration impact, value capture, and long-term business outcomes
Present regular updates to the VP Finance, CFO, ELT, and relevant stakeholders
Support transition of acquisitions into ongoing FP&A processes
Partner with FP&A to align new business units with forecasting models, reporting structures, and long-term planning processes
Qualification
Required
7+ years of experience in M&A integration, corporate development, management consulting, internal operations, investment banking, or similar fields with exposure to post-merger integration
Demonstrated success leading multiple large-scale integrations simultaneously in a fast-paced, high-growth, or tech-driven environment
Strong understanding of G&A functions including HR/People, Security, IT, Finance, Legal, and Revenue Operations
Excellent program management capabilities, with experience creating structure, defining processes, and aligning cross-functional partners
Outstanding communication skills with the ability to influence without authority and build strong relationships
High emotional intelligence and a people-centric approach to solving integration challenges
Strong business judgment, ability to handle sensitive information, and comfort operating with executive stakeholders
Bachelor's degree in Business, Finance, Operations, or related field—or equivalent experience
Preferred
Experience in FinTech, consumer finance, or software/technology industries
Experience integrating teams subject to regulatory, compliance, security, or data-handling requirements
Exposure to IPO readiness, public company integration standards, or comparable governance frameworks
MBA or similar advanced education
Benefits
Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
401K with 4% company match
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums
Company
NerdWallet
NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
501-1000 employees
H1B Sponsorship
NerdWallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (19)
2023 (24)
2022 (29)
2021 (22)
2020 (24)
Funding
Current Stage
Public CompanyTotal Funding
$105MKey Investors
Camelot Financial Capital ManagementIVPSilicon Valley Bank
2021-11-04IPO
2021-05-21Secondary Market
2021-05-07Secondary Market
Leadership Team
Tim Chen
CEO
Hanah Cho
Vice President, Content
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase