We are seeking an experienced and highly motivated Senior Accounting Manager to lead our accounting and finance operations for our growing team in India. This individual will be the primary point of contact for all accounting and finance matters in the region, ensuring the accuracy, integrity, and timeliness of our financial reporting.

The ideal candidate will have extensive experience with Indian GAAP and US GAAP and a proven ability to collaborate with global and cross-functional teams. This role is critical in supporting our local operations and ensuring full compliance with all local statutory and regulatory requirements.

You will:

• Serve as the main point of contact for local accounting matters, supporting the India Country Manager and local operational teams within the CFO organization.
• Lead India's accounting operations by managing the outsourced accounting firm to ensure a timely, accurate, and successful monthly close process.
• Guarantee financial integrity by ensuring all financial reporting is accurate and compliant with US GAAP, Indian GAAP, and internal company policies.
• Oversee month-end activities, including the review and approval of all key journal entries, balance sheet reconciliations, and intercompany transactions for the India entity.
• Drive financial analysis by conducting in-depth monthly reviews of the India entity's financials with the international accounting team, providing clear analysis and substantive support for all figures.

• Lead the end-to-end financial statement audit process for the India entity, serving as the primary liaison with external auditors.
• Ensure full tax compliance by partnering with the tax team on all local requirements, including Income Tax audits, GST, TDS reporting, transfer pricing, and other intercompany entries.
• Manage external relationships, acting as the key point of contact for external vendors, banks, tax authorities, and other regulatory bodies.
• Provide technical expertise on complex financial reporting issues and the application of technical accounting rules under Indian GAAP.

• Support regional growth and planning by collaborating with the FP&A team on financial forecasting, annual budgeting, and long-range planning.

• Drive scalable solutions by proactively identifying opportunities for process improvement and leading the implementation of new systems.
• Develop the financial infrastructure by defining, implementing, and maintaining robust systems, procedures, and policies to ensure accurate accounting data reporting for India.
• Support global projects by partnering with other finance teams on projects or tasks as assigned.

You have

• Bachelor’s degree in Accounting, Finance, or a related field is required; Chartered Accountant (CA) is strongly preferred. 
• 8+ years of progressive accounting experience.
• A combination of public accounting (Big 4 preferred) and private industry experience is highly desirable.
• Demonstrable experience managing accounting operations for a multinational company's subsidiary in India.
• Deep expertise in both Indian GAAP and US GAAP and strong understanding of Indian tax regulations (GST, TDS, Income Tax).
• Experience managing audits in India.
• Proficiency with large-scale ERP systems (Netsuite,Oracle or SAP) and Microsoft Office, especially Excel.
• Excellent communication (written and verbal) and interpersonal skills.
• Proven ability to work effectively with remote teams and stakeholders across different time zones.

The Role:

We are looking for a Staff Product Manager for the Merchant Experience Platform within our Omnichannel Fulfillment division. As the PM for this critical platform, you will define and deliver a world-class, seamless merchant experience across the entire journey, from self-serve onboarding and platform configurations to transparent billing and effortless payments. Your mission is to build a fast, intuitive, and reliable platform that serves as the single source of truth for our merchants and powers their success across our logistics ecosystem.

Key Responsibilities:

• Platform Vision & Strategy: Define the multi-year roadmap for the Merchant Experience Platform, encompassing onboarding, integrations, configuration, billing, and payments.
• End-to-End Merchant Journey: Own the experience flow from a merchant's first interaction, through system configuration and data setup, to their ongoing financial transactions and reporting.
• Merchant System Integration Strategy: Drive the strategy for seamlessly integrating with external merchant technologies, including ERP systems (like NetSuite) and e-commerce platforms, ensuring robust data exchange and workflow integrity.
• Billing & Payments Automation: Drive the strategy and execution for automated payment solutions, revenue recognition, and reliable financial reporting.
• Cross-Functional Leadership: Partner with Engineering, Finance, Operations, and Sales to ensure a friction-less merchant journey and accurate financial outcomes.
• Product Leadership & Mentorship: Act as a subject matter expert who coaches and mentors Senior and IC PMs on complex systems thinking, financial modeling, and platform architecture design.

Minimum Qualifications:

• Experience: 8+ years in Product Management, preferably within Logistics Tech, SaaS Integrations, Fintech.
• Technical Proficiency: Deep understanding of APIs, ERP integrations, and financial reconciliation workflows.
• Systems Thinking: You can map out how a physical action in a warehouse triggers reconciliation with a merchant system or triggers a financial event for billing.
• Analytical Rigor: Proven ability to conduct deep quantitative analysis, create complex data models, and use data to diagnose root causes and quantify business impact.
• Problem-Solving Grit: Logistics is messy. You need the ability to find elegant, automated solutions for edge cases and "broken" data.
• Communication: The ability to explain complex financial logic to a software engineer and high-level business impact to a CFO.
• Demonstrated ability to drive results in complex, regulated industries (Logistics, Fintech, Healthcare, etc.).
• Experience owning a product roadmap and delivering measurable business impact (e.g., revenue growth, efficiency gains).

Why This Challenge Matters:

The Merchant Experience Platform is the gateway to Flexport's logistics ecosystem. By owning the entire journey—from an effortless onboarding and configuration process to reliable, transparent billing and payments—you are directly impacting Flexport’s bottom line, driving merchant adoption, and removing the friction that holds global trade back.

Bonus Points if you have:

• Experience with NetSuite, Stripe, or high-volume transactional billing systems.

Why Flexport:

At Flexport, we’re building the future of global trade. Our product team is at the heart of this transformation, driving solutions that have a direct impact on our customers and the logistics industry. We foster a culture of innovation, inclusivity, and continuous learning, giving you the opportunity to work on meaningful, impactful projects while supporting your professional growth.

What's in it for you?

• An opportunity to contribute to one of the fastest-growing companies, where you’ll have the chance to create a global impact while being a part of a thriving multinational environment
• Competitive salary and equity options
• Daily catered lunches, breakfast, snacks and soft drinks available in our office on daily basis
• Comprehensive health and wellness benefits.
• Equity program: every team member becomes a shareholder, aligning our success with yours. As a private company in a multi-trillion dollar industry, you have a direct stake in our collective growth and success.
• Collaborative, inclusive, and diverse work culture.

Flexport is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or veteran status.

#LI-hybrid

The Role:

Anaplan is looking for a highly driven and dynamic Senior Customer Success Business Partner (CSBP) to join the Customer Success team in Bangalore, India. 

This role goes beyond traditional customer success. You will operate as a strategic advisor and transformation partner, helping our enterprise customers leverage Anaplan’s platform and AI capabilities to drive measurable business outcomes.

This is what you will do at Anaplan

As a Senior CSBP, you will manage a portfolio of enterprise customers with the primary goal of maximizing their ROI on the Anaplan platform while owning the end-to-end lifecycle (onboarding, implementation, adoption, renewals, expansion) through a value-based selling mindset.

Strategic Partnership & Executive Engagement

• Own and nurture relationships with C-suite executives (CFO, CIO, CHRO, CDO) and senior stakeholders, establishing yourself as a trusted advisor and aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
• Lead outcome-driven Executive Business Reviews (EBRs), presenting compelling narratives that connect Anaplan's capabilities to the customer's strategic priorities and clearly articulate business value to influence renewal, expansion, and investment decisions.
• Advise customers on establishing a robust Center of Excellence (CoE) and governance structure to foster self-sufficiency and scale while enabling stakeholder alignment, prioritization, and scalable adoption.

Value Realization & Adoption

• Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption phases ensuring strong customer health.
• Proactively monitor platform usage and sponsorship, identifying risks and deploying targeted action plans to drive sustained adoption and protect renewals.
• Develop and execute customer success plans aligned to value realization, adoption, and growth objectives.
• Develop customer success assets and playbooks and help drive customer references and case studies to reinforce value realization and support expansion.
• Drive enablement, training, and best practices to foster adoption and customer self-sufficiency.

Commercial Growth & Expansion

• Identify and drive platform expansion opportunities, including AI use cases, across key business functions (Supply Chain Planning) to increase platform footprint and business value.
• Collaborate with Sales and Partners to build and progress pipeline within existing accounts through structured account prioritization and pipeline development.
• Proactively identify and mitigate renewal risks in partnership with Renewal Managers and Account Executives to secure and grow the commercial relationship ensuring high retention and strong NRR, and predictable renewals.
• Translate Anaplan’s platform and AI capabilities into clear business value to drive expansion and customer investment.

Customer Advocacy & Internal Collaboration

• Serve as the voice of the customer to internal Anaplan teams (Product, Support, Community), advocating for their needs and ensuring objectives are aligned across business and technical stakeholders.
• Act as a primary point of escalation, focusing on swift resolution and maintaining positive momentum to maintain customer confidence and protect customer health.
• Contribute to the development of customer success assets, playbooks, and customer case studies to strengthen the Anaplan community.
• Own key relationships with customers and proactively maintain high levels of engagement with a focus on increasing customer satisfaction and loyalty while identifying growth opportunities.
• Promote and support engagement with Anaplan through community usage, user groups, and event participation.
• Act as the primary customer contact, managing stakeholders across business and IT and driving change management initiatives.

Your Qualifications

• 10+ years of work experience in customer-facing roles such as customer success, presales or management consulting with experience driving renewals and expansion.
• Deep subject matter expertise in Supply Chain Planning space with a strong understanding of Enterprise Performance Management (EPM) and Enterprise Planning & Analytics.
• Hands-on experience from consulting or implementation perspective on supply chain planning products such as Anaplan, SAP IBP, Kinaxis, Blue Yonder, O9 Solutions etc.
• Excellent communication, presentation, and interpersonal skills, with a consultative and value-oriented approach.
• Ability to translate technical platform capabilities into business value for customers.
• Bachelor’s degree, with focus on business, finance, marketing, operations, supply chain. CA/MBA a plus

Financial Planning and Analysis, Director

Hybrid, Bangalore, India

We are seeking an experienced and highly motivated FP&A Director to lead our financial planning and analysis practice. The FP&A Director will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements.

Responsibilities:

• Assist CFO in managing the strategic planning, budgeting, and forecasting processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Model operational KPIs, including SaaS unit economic, efficiency metrics of sales, marketing, and customer services. 
• Deep understanding of SaaS financial and operational KPIs, a strong ability to analyze data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
• Self-starter and with a hands-on and growth attitude

Requirements:

• Bachelor's degree in finance, Accounting, or a related field. MBA is required.
• Overall 12+ years of experience 
• Specific 5+ years of experience in financial planning and analysis in the enterprise software industry.
• Experience in AI tools.
• Expert financial modeling and analytical skills
• In-depth knowledge of financial statement analysis, management reporting, and operation analysis.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to build and lead high-performing teams.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.
• Proficient with NetSuite, Salesforce or CRM.  Track record of learning a new CRM quickly
• Banking or investment experience is preferred.

ABOUT LEGION

Join Legion's mission to turn hourly jobs into good jobs. We're a remote, mission-driven team seeking exceptional talent to propel this vision. Embrace a culture that's collaborative, fast-paced, and entrepreneurial. With us, you'll grow your skills, work closely with experienced executives, and contribute significantly to our mission.

Our award-winning AI-native workforce management platform is intelligent, automated, and employee-centric and has proven to deliver 13x ROI. We help labor-intensive organizations maximize labor efficiency and employee engagement simultaneously. 

Legion has earned recognition for its innovation, including spots on the Inc. 5000 list, Forbes’ Next Billion Dollar Startups, and awards for our AI technology. Backed by leading investors such as Norwest Venture Partners, Stripes, First Round Capital, XYZ Ventures, Webb Investment Network, Workday Ventures, and NTT DOCOMO Ventures, we're making real change.

If you're ready to make an impact and grow your career, Legion is where you belong. Join us in making hourly work rewarding and fulfilling.

BACKGROUND AND OPPORTUNITY 

There are almost 75 million hourly workers in the United States, representing more than half of the entire workforce. Historically, managing hourly employees has been difficult due to high attrition (average of 60%) and high replacement costs (average of $3,200 per employee in retail). The ongoing labor shortage and competition from the gig economy, make it more difficult to attract and retain hourly employees.

The top reasons hourly employees leave their jobs are a lack of schedule empowerment, poor communication with employers, and an inability to get paid early. Gen Z and the millennial workforce demand gig-like flexibility, modern technology, and compelling work options.

Legion’s mission is to turn hourly jobs into good jobs, serving the hourly workers who make up the majority of the US workforce. We believe in empowering employees and helping employers be efficient and innovative by enabling intelligent automation powered by Legion’s Workforce Management platform to optimize labor efficiency and enhance the employee experience simultaneously. 

Legion WFM was built for the cloud with AI at the core and designed to handle the complexity of modern businesses and meet the needs of today’s hourly employees. 

Our team is comprised of dedicated individuals from all backgrounds and experiences, globally distributed across all time zones.

For more information, visit https://legion.co 

COMPENSATION & BENEFITS

At Legion, we offer competitive compensation and benefits packages to all employees. As a fully remote employer, pay for positions is determined using local, national, and industry-specific survey data. 

Our salary range is done so in good faith based on national data and may be refined for a candidate's region/town/cost of living. We strive to make competitive offers allowing employees room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. Additionally, we consider the external market rate, the amount we have budgeted internally, and internal equity within the company for the same position. 

Benefits include, but are not limited to:

•  Health Benefits
•  Paid Time Off and Paid Holidays
•  Parental Leave
•  Equity
• Monthly Wellness Reimbursement
• Monthly Lunch on Legion
• Monthly Phone / Internet Reimbursement

EQUAL EMPLOYMENT OPPORTUNITY

Legion Technologies is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

DISABILITY ACCOMMODATION

For individuals with disabilities who need additional assistance at any point in the application and interview process, please email recruiting@legion.co 

Renewals Specialist, Financial Operations

Data, Quality Control & Invoice Lifecycle Management

Finance Department

Reports to Global Renewals Manager

Role Overview

The Renewals Specialist is a critical operational role based within our Global Capability Centre (GCC) in India, supporting the broader Renewals team in delivering accurate, timely, and compliant contract renewals. Rather than managing a dedicated book of customers, this role functions as the operational backbone of the Renewals organization — ensuring data integrity, forecast accuracy, and cross-functional alignment so that Renewal Opportunity Owners can focus on advancing and closing deals.

This individual will work closely with Renewals team members, Customer Success Managers, Finance, Product, and Sales to eliminate roadblocks, maintain pipeline visibility, and uphold the quality of renewal forecasting dashboards reviewed daily by executive leadership, including the CFO. The ideal candidate is highly detail-oriented, process-driven, and comfortable working across multiple systems and stakeholders in a fast-paced, high-accountability environment.

Key Responsibilities

Renewal Calculations & Proposal Preparation

Own the initial internal calculation of renewal proposals, including pricing, quantities, pro-rata adjustments, and co-terming calculations. Ensure all figures are accurate, validated against internal systems, and ready for Renewal Opportunity Owners to progress.

Pipeline Monitoring & Renewal Lifecycle Management

Own the day-to-day monitoring of the renewals pipeline, tracking renewal stages and proactively identifying risks to on-time closure. Follow up with Account Managers to confirm assigned renewals are being actively worked and that opportunity stages are progressing accurately in Salesforce. Escalate blockers to Renewals leadership as needed.

Back-Office Support for Renewal Owners

Support Renewals team members with back-end execution, including generating order forms and renewal paperwork based on direction provided by the team (e.g., multi-year extensions, percentage-based increases). Manage other administrative and operational functions required to move renewals forward efficiently.

Renewal Deal Desk Preparation

Assist Renewal Opportunity Owners in preparing for Renewals Deal Desk, ensuring all required data, documentation, and approvals are in order ahead of submissions. Monitor the pipeline of open renewal opportunities and assist in identifying those requiring inclusion on the Deal Desk docket.

Salesforce & NetSuite Data Integrity

Maintain complete, accurate, and up-to-date renewal data in Salesforce throughout the renewal lifecycle. Conduct regular audits between Salesforce and NetSuite to ensure billing records align with contracted terms. Identify and resolve discrepancies proactively to protect revenue accuracy and forecast integrity.

Renewal Forecast Accuracy & At-Risk Tracking

Support Renewals leadership in maintaining the accuracy of renewal forecast dashboards used by executive leadership on a daily basis. Track at-risk renewals and validate that Upsell and Cancellation flags are accurately reflected in Looker forecasts. Conduct regular calls with Customer Success Managers to confirm forecast status and document outcomes including heal plays, saves, and downsells.

Invoice Management & Financial Validation

Take ownership of the end-to-end invoice release process, ensuring invoices are issued accurately and on time. Validate pricing, quantities, terms, and billing details across all relevant systems. Coordinate approvals with appropriate stakeholders and partner with Accounts Receivable to ensure timely release. Proactively resolve any data discrepancies or blockers that could delay invoicing.

Reporting, Analytics & Dashboard Maintenance

Support Renewals leadership with reporting, analytics, and ongoing maintenance of Looker dashboards. Provide data-driven insights to help the team identify trends, risks, and opportunities within the renewals portfolio.

Cross-Functional Relationship Management & Collaboration

Establish and maintain strong working relationships with Customer Success Managers, Product team members, Finance, and Sales. Serve as a proactive liaison to ensure that roadblocks to renewal are identified and addressed in a timely manner. Organize and facilitate team calls to review product updates and ensure the Renewals team stays current on new features and enhancements relevant to the renewal process.

Ad-Hoc Projects & Renewals Leadership Support

Support the Renewals leader with ad-hoc projects and initiatives as needed, including developing customer-facing materials (e.g., one-pagers highlighting product value and recent enhancements), executing steps related to AI-driven initiatives, and contributing to process improvement efforts across the renewals organization.

Salesforce Notes & Documentation

Update Salesforce notes and opportunity records on behalf of Renewals team members as directed, ensuring a complete and current audit trail of renewal activity and customer interactions.

Training & Professional Development

Complete all required internal training programs in a timely manner. Proactively stay informed on new products, platform features, and internal process updates, incorporating relevant knowledge into daily renewals support activities.

Required Skills & Experience

• 3+ years of experience in renewal operations or revenue operations roles
• Strong proficiency with Salesforce, including data entry, pipeline management, and opportunity tracking.
• Demonstrated ability to support reporting and analytics functions; experience with Looker or comparable BI/dashboard tools is a plus.
• High attention to detail with a proven track record of accuracy in data-sensitive, high-volume environments.
• Strong cross-functional collaboration skills with the ability to work effectively across Sales, Finance, Customer Success, and Product teams.
• Excellent written and verbal communication skills, with the ability to follow up professionally and persistently with stakeholders at multiple levels.
• Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Comfortable working in a GCC (Global Capability Centre) environment and supporting a geographically distributed team.
• Experience working with AI productivity tools such as Claude, ChatGPT, or similar platforms.
• Prior exposure to SaaS renewal processes, subscription billing models, or recurring revenue operations.

Preferred Qualifications

• Experience with Looker or other business intelligence and dashboard tools.
• Experience with CPQ or similar quoting tools

As Manager/ Senior Manager of Finance at Instawork India, you will own and oversee the finance/accounting team for Instawork India, which is a wholly owned subsidiary of Instawork (U.S. company - www.instawork.com).  Additionally, you will own the Accounts Receivable for the U.S. company, including managing AR collections analysts.  You will report directly to the U.S. Controller, but also work closely with the Country Head of Instawork India.

You would be responsible for end-to-end financial management domestically, including payroll, accounts payable, all corporate accounting, including the month-end close, regulatory/compliance and financial reporting, budget, and forecasts preparation for Instawork’s Indian Entity. 

You will partner with the Country Head and help design and implement various internal policies for finance, expenses, and budgeting.  You will also ensure that the Indian Entity is compliant with all the prevailing laws and regulations of the country and proactively advise the management of any changes in regulations.

Additionally, you would be working with the global finance team to help achieve other business goals as determined by the U.S. CFO and U.S. Controller from time to time.

Accounting

• Lead and Own U.S. Accounts Receivable for the Company
• Initiate best-in-class global support of the month-end close, year-end close, and audit support
• Financial management, including corporate accounting, regulatory and financial reporting, budget, and forecasts preparation
• Own end-to-end accounting, payroll, and bookkeeping for the Indian entity, along with expense management and vendor payments
• Calculation and remittance of monthly statutory payments and Taxes eg, TDS PF, ESI, PT etc
• Preparation of financial statements and the company’s monthly MIS reports
• Coordination with Statutory auditors, external consultants, banks and other government agencies
• Preparation and filing of the company’s GST and Income tax returns
• Preparation & submission of quarterly and annual returns
• Help design and implement various internal policies for finance, expenses, and budgeting
• Assist with Global accounting and reporting in conjunction with the U.S. CFO and U.S Controller
• Supervise, mentor, and guide the India finance team (2 personnel) and the AR collections analysts (3 personnel)

Compliance

Own end to end compliance for the Indian entity including Financial Audit, RBI, STPI, MCA and other regulatory filings including:

• Periodic Tax and Statutory payments like EPF, ESI, state taxes etc.
• Periodic Regulatory Filings with RBI and MCA
• STPI and export related compliances
• Annual Audit and Tax Filings
• Facilitate Board Meetings
• Assistance with Global compliance and regulatory filings

Who you are

• CA with 7-10 years of experience with strong knowledge of Indian Accounting
• Knowledge of US GAAP 
• Experience working with a Big 4 firm is a plus
• Have handled Global Financial Operations, particularly Accounts Receivable a plus
• Ownership of financial operations workflows to support Corporate/ Global team
• NetSuite experience is desirable
• Proficient in Microsoft Excel or Google Sheets required. Conversant with MS Office 
• Excellent written and communication skills
• Ability to work some U.S. pacific time zone hours
• Proven experience with process improvements, automation and the ability to incorporate AI to improve processes
• Excellent people management skills

Location: Bangalore - In Office 
Reports To: CHRO (with strong SIG – Strategic Investment Group / CEO / CFO partnership) 

About InMobi Group 

InMobi Group has been a pioneer in mobile-first, AI-powered technology for over 18 years, shaping the future of advertising and consumer experiences. With businesses spanning AdTech, Consumer Tech (Glance), and Data Platforms, we’re driving intelligent experiences at scale, powering over 500 million devices across markets like the US, Japan, India, and Brazil. As a profitable and high-growth company, we’re on a bold path towards IPO and redefining global digital engagement through innovation in advertising, AI commerce, connected TV, and more. 

As InMobi Group accelerates its next phase of growth through a robust pipeline of global acquisitions planned over the coming year, right M&A will be critical in enabling the organization to scale rapidly while preserving cultural coherence, leadership strength, and operational rigor—making inorganic growth a core lever in achieving our long-term business vision. 

Role Overview 

We are seeking a Director/VP– Strategic M&A Integration & Value Realisation to own and lead the People charter across global mergers, acquisitions, and strategic investments. The role owns the end-to-end integration and value delivery lifecycle for large acquisitions and strategic transactions—starting pre-LOI and extending through Day-1, Day-90, and Year-1 outcomes. 

This role exists to ensure that acquisitions are: 

• Assimilated fast 

• Organisationally and culturally integrated 

• Cost- and value-disciplined 

• Measurably accretive to the core business 

The role does not own deal execution. Instead, it ensures that every deal delivers its intended strategic, organisational, and people outcomes, with clear accountability for value realisation. 

Operating at the intersection of People, Strategy, Finance, and Business, this is a high-impact role critical to making inorganic growth a repeatable, disciplined value engine for the organisation. 

Key Responsibilities 

1. Pre-LOI Integration & Org Due Diligence (Strategic Advisory)

Partner closely with SIG Finance, and the CHRO’s office before LOI to assess: 

• Leadership quality, depth, and succession risk 

• Org structure, role overlaps, and decision rights 

• Culture, performance norms, and operating cadence 

• Workforce cost structures, location leverage, and scalability 

Shape integration hypotheses that directly influence: 

• Valuation ceilings 

• Retention vs redundancy strategies 

• Day-1 operating model decisions 

Provide clear, decision-oriented inputs that inform deal structure—not retrospective commentary. 

1. Integration Strategy & Execution Ownership

• Design and own the end-to-end integration strategy across people, org, cost, systems, and culture 

• Lead Day-1 / Day-30 / Day-90 / Year-1 integration plans 

• Drive fast, decisive integration choices; escalate trade-offs when required 

• Ensure integration momentum is sustained without creating prolonged disruption or fatigue 

This role acts as the single-threaded owner for integration outcomes. 

1. Org, Talent & Culture Assimilation 

• Lead future-state org design and leadership mapping 

• Make strategic calls on: 

• Role redundancies 

• Leadership transitions 

• Retention of truly critical talent 

• Drive cultural assimilation in close partnership with PBPs, focusing on: 

• Decision speed 

• Accountability and ownership 

• Performance bars and execution rigor 

Ensure acquired leaders and teams are fully embedded, not operating as parallel structures. 

1. Synergy & Cost Value Realisation(Core to the Role)

• Architect and deliver robust synergies across: 

• Workforce and leadership layers 

• Vendors, platforms, and infrastructure 

• Operating model simplification 

• Partner with Finance to track real P&L and cash impact, not just synergy narratives 

• Embed cost discipline from Day-1, ensuring value is realised—not deferred 

Hold integration teams accountable to committed vs realised value. 

1. Senior Stakeholder & Governance Leadership

• Act as a trusted extension of the CHRO in driving enterprise-wide change 

• Partner closely with CEO, CFO, Business Heads, and SIG 

• Provide transparent, executive-level updates on: 

• Value realised vs committed 

• Integration risks and blockers 

• Org, leadership, and talent implications 

Ensure governance is tight, decisions are documented, and trade-offs are explicit. 

1. Playbooks, Governance & Institutional Capability

• Build and institutionalise M&A integration playbooks, trackers, and governance models 

• Create repeatable frameworks that scale across multiple concurrent deals 

• Ensure auditability and readiness for IPO-level scrutiny 

• Codify learnings to continuously strengthen the organisation’s M&A muscle 

What Success Looks Like 

• Acquisitions are integrated cleanly and quickly 

• Clear people, org, and cost synergies are measurably delivered 

• No prolonged “integration fatigue” across the organisation 

• Acquired leaders and teams operate as one company, not legacy entities 

• A scalable, institutionalised M&A integration playbook exists across the org 

• Inorganic growth becomes a predictable value lever, not a risk function 

Qualifications & Skills 

• 12–18+ years of experience across People Strategy, M&A, Integration, or Consulting 

• 4–7+ years in consulting or M&A advisory environments (Big 4, Aon, Mercer, WTW, or similar) strongly preferred 

• Strong, hands-on experience with global acquisitions (US & EMEA mandatory) 

• Demonstrated experience owning post-deal integration and value realisation 

• Deep understanding of: 

• Org design and workforce economics 

• Rewards, cost structures, and compliance 

• Change management in high-stakes environments 

• Exceptional stakeholder management skills and executive presence 

• Ability to operate with high ambiguity, speed, and accountability 

• Strategic thinker with a strong execution bias

• Strategic OpEx Ownership: Lead the end-to-end operating expense forecasting process. You will act as a financial consultant to department heads, conducting monthly BvA reviews, managing headcount strategy, and driving the annual planning cycle.
• Advanced Cash Flow Modeling: Drive complex cash flow forecasting and develop sophisticated models to analyze liquidity movements and working capital trends over time.
• Consolidated Global Forecasting: Own and evolve the global forecast models. You will synthesize inputs from across the FP&A team to provide a cohesive, high-level view of variances and business drivers to the CFO and executive team.
• Systems & Process Architecture: Lead the charge on automation. You will optimize our planning and reporting tools, ensuring the finance tech stack scales with the company’s growth.
• Insights over Data: Move beyond "running extracts" to building dynamic reports and analytical frameworks that provide preliminary close insights and long-term trend analysis.
• Strategic Advisory: Conduct high-impact ad hoc analysis to support contract negotiations, M&A due diligence, and new productivity or cost-saving initiatives.

• 5+ years of progressive experience in FP&A, Corporate Finance, or Investment Banking, ideally within a high-growth or public company environment.
• Bachelor’s Degree in Finance, Accounting, Economics, or a related quantitative field (MBA or CFA a plus).
• Advanced Financial Modeling: Expert-level Excel skills with the ability to build scalable, complex, and error-proof models.
• Technical Proficiency: Strong working knowledge of BI tools (e.g., Tableau, Looker).
• Business Partnership: Proven track record of influencing senior stakeholders and "translating" financial data into actionable business strategy.
• Operational Excellence: Demonstrated ability to manage multiple workstreams in a "startup-like" environment while maintaining a meticulous eye for detail.
• Problem-Solving: A proactive mindset that identifies bottlenecks before they occur and implements structural solutions.

#LI-Hybrid

About Us

Stronghold Investment Management (“Stronghold,” “SIM,” or “the Firm”) is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making.

Stronghold was founded by Ryan Turner in 2016 and has deployed over $1.6 billion in capital across 10+ investment vehicles. 

Ultimately, Stronghold intends to apply its technology-intensive investment approach to a variety of specialist real assets verticals, including:

• Oil & Gas
• Renewables
• Specialty Real Estate (commercial, datacenters, marinas)
• Telecommunications and Technology Infrastructure
• Billboards and Fixtures
• Mining & other commodities
• Utilities
• Secondaries

Position Overview