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:

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• 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:
  
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  • 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:
    
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    • 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, Palo Alto , Director, Strategic Finance M&A Integration, Accounting, Auditing , San Jose, California