Workday · 1 week ago
Finance M&A Lead
Workday is a leading AI platform for managing people, money, and agents, and they are seeking a Finance M&A Leader to join their Finance Transformation Team. This role involves driving the finance perspective across the M&A lifecycle, coordinating integration planning, and collaborating with various teams to ensure successful execution of M&A transactions.
Artificial Intelligence (AI)Cloud ComputingEnterprise SoftwareHuman ResourcesSaaSSoftware
Responsibilities
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
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
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
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
Qualification
Required
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
Preferred
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
Benefits
Workday Bonus Plan
Annual refresh stock grants
Company
Workday
Workday provides SaaS-based enterprise solutions for a company's human resources and financial management activities.
H1B Sponsorship
Workday 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 (331)
2024 (388)
2023 (262)
2022 (503)
2021 (290)
2020 (229)
Funding
Current Stage
Public CompanyTotal Funding
$2.23BKey Investors
Elliott Management Corp.New Enterprise AssociatesGreylock
2025-09-16Post Ipo Equity· $2B
2012-10-12IPO
2011-10-24Series F· $85M
Recent News
2026-01-25
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2026-01-23
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