Role Overview
As Director, Financial Planning & Analysis – Mergers & Acquisitions, you will own the financial modeling, financial due diligence, and post-merger financial tracking that underpin every acquisition we make. You’ll build the models that shape go/no-go decisions, lead financial due diligence on targets, and stand up the reporting that holds every deal accountable to the value it projected.
What You Will Do
Lead and Own M&A Financial Modeling & Deal Evaluation, Own Financial Due Diligence, Drive Post-Merger Financial Tracking & Synergy Realization, Build Scalable FP&A Infrastructure for M&A, Support Core FP&A: Planning, Budgeting & Forecasting, Partner Across the Organization
Why It Might Be a Fit
8+ years of progressive FP&A, investment banking, corporate development, or transaction advisory experience in enterprise software, including 5+ years directly supporting M&A financial modeling and diligence in enterprise software, Demonstrated experience tracking and reporting on post-merger financial performance and synergy realization, Solid grounding in core FP&A fundamentals – annual operating plans, monthly reforecasting, variance analysis, and headcount/opex reporting – gained in a corporate finance or FP&A seat, not deal work alone
Requirements
- 8+ years of progressive FP&A, investment banking, corporate development, or transaction advisory experience in enterprise software
- 5+ years directly supporting M&A financial modeling and diligence in enterprise software
- Solid grounding in core FP&A fundamentals – annual operating plans, monthly reforecasting, variance analysis, and headcount/opex reporting – gained in a corporate finance or FP&A seat, not deal work alone
- Experience in enterprise software, SaaS, or technology required; aviation or complex vertical software a plus
- Prior exposure to PE-backed or highly acquisitive companies is a strong advantage
Benefits
- Medical, dental, vision insurance with Employer paid health premiums
- Open PTO Policy
- 401(k) with up to 10% company matching and immediate vesting
- 12 Weeks Paid Parent Leave
- Flight Training Rewards
To apply for this job please visit recruiting2.ultipro.com.

Follow us on social media