Accounting & Finance

Director, Corporate Development & M&A Integration

Vertex Inc.

Philadelphia · Pennsylvania · United States

Corporate Development Leadership:
Lead strategic assessment of markets, technologies, and acquisition opportunities aligned with Vertex growth objectives.
Develop and maintain M&A pipeline, target prioritization frameworks, and investment theses.
Lead acquisition sourcing efforts and relationship management with investment bankers, advisors, and prospective targets.
Direct financial modeling, valuation analysis, business case development, and investment recommendations.
Present acquisition opportunities, risks, and strategic rationale to executive leadership and Board-level stakeholders.
Lead transaction structuring discussions and support negotiations throughout deal execution.
M&A Integration Leadership:
Lead development of integration management office (IMO) processes and standards to include playbooks, templates, and lessons learned.
Ensure alignment between acquisition thesis, synergy targets, and integration priorities.
Lead executive-level decision-making and issue resolution during integrations.
Monitor integration risks and implement mitigation strategies to protect deal value.
Develop frameworks and metrics to measure post-transaction performance and value realization.
Prepare Board, Executive Leadership Team, and Investor-facing materials as required.
Provide ongoing reporting regarding acquisition pipeline, transaction progress, integration status, and realized value.
Drive accountability for key decisions, milestones, risks, and business outcomes.
Enhance the Vertex M&A operating model through data-driven improvements and lessons learned.
Bachelors degree in Finance, Business, Economics, Accounting, Engineering, Strategy, or related discipline
~ MBA strongly preferred

Corporate Development
Private Equity
M&A Integration Leadership
Demonstrated leadership of multiple acquisitions and integration programs.
Advanced financial modeling and strategic analysis capabilities.
Experience leveraging AI, analytics, and automation to improve corporate development and integration outcomes.
Were building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.
Work As a Team, Putting the Customer At the Core

— Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? Well move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.
Innovate Boldly With a Growth Mindset

— Progress demands smart risk. Lets speak plainly about whats working and what isnt and help each other improve.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
In no case will your pay fall below applicable local minimum wage requirements

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Reference: WJ-4487_22862942

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