Director, Strategic Finance M&A Integration
Company: Zscaler
Location: San Jose
Posted on: May 3, 2024
Job Description:
Job Description:
To support our exponential growth, Zscaler Finance is looking to
hire an M&A leader with experience in strategic finance M&A
integration after an acquisition. This Director level role will be
a part of the CFO organization and work closely with our Corporate
Development team, Finance Integration Lead, Finance Processes/
Transformation organization and senior Finance leadership.
Responsibilities:
- Understand requirements at all stages of the M&A process
including but not limited to due diligence, deal approval and
agreement, integration planning and delivery.
- Work with the corporate development group to develop an
understanding of target's operating model, market opportunity,
product, functional structure, and long-term strategic direction of
the target in relation to market development.
- Partner with Corporate Integration Management Office and
Product team to understand the acquired company's business model
and our future goals; Align on a strategic finance integration
strategy (i.e., new cost centers vs embedded costs, Revenue
strategy, Cost profiling, Headcount plans and metric
tracking).
- Understand the details of the transaction and develop strategic
plan to track integration of strategic objectives with Day 1, Day
30, Day 90 and 12-month milestones; determine immediate
requirements and support prioritization.
- Assess risk and issues, when strategic finance integration
decisions are made; Develop mitigation strategies and action plans
for resolution.
- Represent office of the CFO at the IMO (with Finance
Integration Leads) to manage, monitor and track progress of
strategic finance integration; Highlight issues and discuss
mitigation strategies.
- Understand the current state of Finance function and work with
People & Culture & Finance Integration Lead to develop an interim
and long-term organization structure.
- Identify required talent and provide inputs to retention
strategy.
- Work with Finance Integration Lead to determine duplicate work
performed by Finance personnel and develop a plan to eliminate
redundancies.
- Work with FP&A to track progress against the financial
model and report on benefits achieved for each M&A
transaction.
- Advise IMO on metrics to track Integration
performance.
- Work with finance integration lead to develop models to measure
and report on metrics related to Finance.
- Work with multiple groups and stakeholders across the
organization to determine critical hand-offs between Finance and
other functions (P&C, Legal, IT, Product, GTM, etc.).
- Manage hand-offs and ensure timeliness of information and data
exchange between Finance and other functions.
- Work with IT and Finance Integration lead to develop technology
rationalization strategy for financial systems.
- Create content for communication to other groups - launch
weekly updates & newsletters.
- Use cross functional knowledge to connect the dots for key
stakeholders to drive increased alignment.
Minimum Qualifications:
- 10+ years of experience in supporting M&A transactions, due
diligence, or other key execution roles such as chief of staff for
COO, CFO, etc.
Preferred Qualifications:
- 8+ years of experience working in SaaS companies with
cloud-based service offerings in security, networking, or
connectivity; Operational knowledge of cloud networking and
security with ability to drive into product, understand business
needs and drive decisions.
- Experience in providing strategic direction during a merger or
acquisition.
- Knowledge key Finance processes and systems with an
understanding of Finance tech stack.
- Knowledge of finance, accounting, budgeting, and cost control
principles as related to integration of mergers and acquisitions is
preferred.
- Knowledge of all stages of M&A process and experience in
working with corporate development and Finance function.
- Strong program management skills, driving integration
management, ability to understand process impacts, drive change and
leverage collaboration tools.
- Excellent verbal and written communication skills with ability
to manage multiple stakeholders.
- Ability to work in fast paced environment, prioritize task and
move quickly among different tasks appropriately.
- Ability to work in ambiguous environment and provide
structure.
- Ability to garner support and secure buy-in across
cross-functional stakeholders.
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Keywords: Zscaler, Watsonville , Director, Strategic Finance M&A Integration, Accounting, Auditing , San Jose, California
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