Director of Claims Recovery managing efficiency in asset recovery and legal processes at BBVA. Leading investigation of claims and fraud management strategies with a hybrid work arrangement.
FL
Hybrid Director, Corporate Development – Strategy
Posted 4 months ago
About the role
- Director of Corporate Development & Strategy leading M&A efforts at FinQuery to enhance growth strategy. Involves sourcing opportunities and supporting CEO and CFO with strategic projects.
Responsibilities
- Build and maintain a prioritized target list across key financial categories (accounting, financial close, document automation, fixed assets, revenue recognition, intercompany, and adjacencies)
- Source opportunities by establishing and managing relationships with founders, bankers, and investors; execute outbound outreach to qualify fit with FinQuery's mission and technology
- Conduct strategic fit analysis using the build/buy/partner framework, sizing the market, and estimating deal quality (ARR mix, churn, cross-sell potential)
- Assess product and technical alignment with the contract-driven subledger strategy, identifying risks (on-prem vs. cloud, channel-sourced customers, customer concentration)
- Build comprehensive acquisition models, including ARR bridges, revenue retention, synergies, integration costs, and EBITDA impact
- Perform scenario and valuation analysis (ARR/EBITDA multiples, DCF)
- Partner with Finance on working capital, deferred revenue, and purchase accounting.
- Manage the M&A process: Including preparing investment committee/board materials, coordinating diligence across all functional teams, supporting LOI/definitive agreement negotiations, tracking risks, and providing go/no-go recommendations
- Maintain deal files and report progress to leadership
- Manage post-close integration: translate the deal thesis into a 100-day plan, partner on GTM/CS cross-sell motions, track performance against the model, and identify non-core revenue exits
- Conduct market and competitive analysis to inform the 3-5 year product and M&A roadmap, evaluating adjacencies for build, buy, or integrate decisions
- Support CEO/CFO with board materials, strategic narratives, and investor communications
Requirements
- 5-7 years total experience in corporate development, investment banking, private equity, strategy, or a mix
- Experience in B2B SaaS, accounting software, fintech, or workflow automation
- Strong financial modeling skills and ability to translate strategy into numbers
- Proven experience running or supporting end-to-end M&A processes
- Excellent business writing and presentation skills for executive and board audiences
- Comfort working on multiple deals and strategic projects at once
- High integrity and discretion handling sensitive company and target information
- Strategic thinker who can zoom in on details
- Operator mindset who follows through on integration
- Curious about accounting and the office of the controller
- Direct communicator who builds trust with founders and internal stakeholders
- Organized and deadline-oriented
Benefits
- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan option
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children (pending eligibility)
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