How you’ll make an impact
The Finance Manager - M&A Integration is responsible for leading the integration of a recently acquired SaaS company into Xero’s finance operations. You’ll have a diverse skill set and support the Accounting, Financial Planning & Analysis, Tax and Payroll teams in ensuring the acquired company’s financial performance and operations are successfully integrated into Xero’s wider finance team. You will have strong project management skills, and will be exceptional at managing multiple stakeholders. Leveraging your excellent communication skills, you’ll enjoy working as part of a team and collaboratively across multiple business areas.
What you'll do
- Be the integration lead for finance, being the liaising with Xero’s integration team and the acquired companies management team to ensure smooth integration of the acquired company’s finance operations and strategic financial planning
- Own opening balance sheet accounting as acquired company is embedded into the Xero Group
- Own the month end close process for the acquired company, establishing processes to embed into Xero’s wider Group month end close
- Project manage the transition of the support services (e.g. accounts payable, expense claims) to Xero’s finance team, working closely with the accounts payable manager, and other relevant managers across Xero finance
- Partner with leaders of the acquired company, enabling faster and better decision making and performance, consistent with the planned strategy
- Translate business strategy into financial targets and tactical plans, contributing to the finance component of planning, reporting, and forecasting
- Manage current year financial delivery of both revenue and opex, including annual budget creation, periodic forecasting and regular reporting on performance, risks and opportunities to Group Finance.
- Oversee all aspects of workforce planning for the acquired company, including FTE and open role management, purchase order approvals, and system inputs for forecasting/budgeting.
- Foster commercial skills across the business, including risk/reward decision-making and management of value.
- Have an excellent understanding of finance systems, and have a proven track record of leveraging these to gain process efficiencies.
- With support from Xero's tax team, you drive a review of the acquired companies VAT / sales tax treatment of sales to customers and implement necessary changes. You’ll ensure accurate data capture of tax amounts to enable compliance.
- Assist with the preparation / review of indirect tax returns during the initial integration period
Success looks like
- Financial reporting of the acquired entity is timely and accurate
- The acquired entity is successfully integrated into Xero’s finance team, development of strong relationships across stakeholders within the acquired business and the wider Finance team
- Demonstrate understanding of the drivers of the acquired business and the overall business model
- Driving improved business performance by partnering with the acquired business and its leadership team
- Quality, accuracy and timeliness of deliverables
- Providing insightful analysis of financial information
- Appropriate budgeting and forecast methods utilised effectively
- Operational reporting, forecasting and budgeting that focuses on the metrics that matter
What you’ll bring with you
- Critical competencies
- Excellent communication and interpersonal skills, both with members of Finance and with other areas of the business
- Exceptional attention to detail and accuracy
- Strong planning, organizational, problem solving and self-management skills
- Drive and initiative
- A genuine team player who works collaboratively with and contributes to the function of a high performing team
- Comfort with navigating ambiguity and owning the route to an outcome
- Comfortable with data manipulation to understand current state and model potential future states.
- Highly effective communicator and influencer
- Experience
- Minimum 7 years’ relevant experience
- Exposure to both large corporate and start-up/small company environments valued but not essential
- Specific experience within software, technology and high growth companies desirable but not essential
- Experience across a broad range of finance roles
- CA qualified or equivalent
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Last updated on Oct 9, 2024