Director

• 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

Director, Corporate Development – Strategy

Executive Underwriter, AVP – Underwriting Director, Contract Surety

Admin Director

Project Director

Associate Director, Customer Partner – Manufacturing & Energy Portfolio

Director, Capital Markets