M&A FP&A Integration Lead

Momentum; Indianapolis (IN); On-site; USD 110,000 - 170,000; Full time

Job summary

Salesforce is seeking a finance professional to drive the M&A integration for acquired companies, guiding operational integration, aligning financial processes, and maximizing value. You will collaborate with internal partners and the acquired company’s Finance teams, ensuring timely integration across tax, accounting, payroll, and treasury while communicating performance updates to executives.

The role emphasizes project management, data-driven decision making, and the ability to navigate

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or related field.
• 5+ years in finance, M&A integration, consulting, PM, or finance transformation.
• Strong problem-solving and data-driven solution ability.
• Experience leading cross-functional integrations and managing multiple teams.
• Advanced Excel modeling and project management software skills.

Responsibilities

• Serve as a finance point of contact between Salesforce’s M&A organization and acquired businesses.
• Manage project execution across finance workstreams (tax, accounting, payroll, treasury).
• Establish project management best practices across finance workstreams.
• Support and execute the FP&A integration workstream for the acquired company.
• Provide timely communication to leadership on financial performance and integration updates.
• Refine and execute the M&A integration playbook to fully integrate the acquired business.

Skills

Advanced Excel modeling

Cross-functional collaboration

Problem solving

M&A integration

Data storytelling

Project management software

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

Project management software

Job description

Salesforce is seeking a finance professional to drive the M&A integration for acquired companies, guiding operational integration, aligning financial processes, and maximizing value. You will collaborate with internal partners and the acquired company’s Finance teams, ensuring timely integration across tax, accounting, payroll, and treasury while communicating performance updates to executives.

The role emphasizes project management, data-driven decision making, and the ability to navigate