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Professional Services • Software • Financial Services
The Investments Lead will source, evaluate software acquisition opportunities, and manage the investment lifecycle from diligence to deal closing, while building sourcing processes and developing team staff.
Top Skills:
Investment JudgmentOperational ProcessesSoftware Acquisition
Professional Services • Software • Financial Services
Manage M&A workstreams from qualification to post-close support, conducting financial modeling, due diligence, and preparing investment propositions.
Top Skills:
ArrCacFinancial AnalysisLbo ModelingLtvNrr
Professional Services • Software • Financial Services
Build and lead a centralized IT function across a holding company and portfolio. Run acquisition IT workstreams and create a Day 1-100 integration playbook. Select and operate identity and access systems, build joiner/mover/leaver processes, maintain living inventory of tools/accounts/licenses, manage MSP relationships and vendor contracts, and connect back-end systems to the cross-portfolio data platform while engaging business stakeholders.
Top Skills:
Google WorkspaceIamJumpcloudMicrosoft 365Microsoft EntraOktaSso
Professional Services • Software • Financial Services
Lead end-to-end M&A integrations: join deals pre-close to run operational diligence and Day 1 planning, then run post-close integration management (IMO, workstreams, ERP/finance migrations, TSA scoping). Build playbooks, track outcomes versus deal value drivers, manage stakeholders and a junior PM, and transition to the value creation team. Run retrospectives and surface shared-services investment priorities.
Top Skills:
Ai ToolsRampRipplingSage Intacct
Professional Services • Software • Financial Services
Build and run the holding companys day-to-day legal function across portfolio companies: intake and triage, contract template management, outside counsel coordination, routine commercial contract negotiation, entity governance, post-acquisition legal integration, and escalation of specialist matters.
Professional Services • Software • Financial Services
No responsibilities or details provided beyond the job title. The posting contains only 'test role' and 'test only.'
Professional Services • Software • Financial Services
Build and maintain detailed FP&A models and standardized reporting; own quarterly forecasts; partner with accounting to fix data quality; run ad-hoc unit-economics and cash runway analyses and present findings to executives and investors.
Top Skills:
ExcelGoogle SheetsLookerNetSuitePythonQuickbooksSage IntacctSQLTableau
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