Job Information
Anthropic PBC Director, M&A Finance Integration in Seattle, Washington
Responsibilities:
Integration Planning & IMO Finance Leadership
- Serve as the Finance function lead within the IMO, coordinating the Finance workstream alongside the Corporate Development Integration Lead who owns overall IMO governance
- Design end-to-end Finance integration plans for each transaction: accounting close, financial reporting, ERP/systems migration, treasury, payroll, FP&A alignment, and tax considerations
- Define Day 0 through Day 100 Finance milestones with clear owners, dependencies, and escalation paths
- Build and maintain project plans, issue logs, risk registers, and RACI matrices for the Finance workstream; own reporting into the IMO steering committee
- Coordinate cross-functional Finance dependencies spanning Accounting, Tax, FP&A, Treasury, Procurement, Payroll, and IT/ERP
Day 1 Readiness & Post-Close Execution
- Own Finance Day 1 readiness and drive execution through the first 100 days, ensuring acquired entities are fully onboarded with zero disruption to close cycles
- Execute Day 1 Finance checklist: bank account access, payroll cutover, AP/AR continuity, ERP provisioning, and expense policy communication
- Oversee purchase price accounting and opening balance sheet preparation in accordance with ASC 805, coordinating with external valuation advisors as needed
- Drive alignment of acquired entity accounting policies to Anthropic's standards: revenue recognition, cost allocation, capitalization thresholds, close calendar, and chart of accounts
- Serve as the primary Finance point of contact for acquired Finance teams during transition
Playbook Development & Finance IMO Infrastructure
- Develop and maintain a modular Finance Integration Playbook covering all acquisition types, including due diligence checklists, Day 1 readiness plans, 30/60/90/100-day task libraries, systems migration runbooks, and PPA templates
- Build KPI frameworks to measure Finance integration success: close cycle achievement, systems migration completeness, synergy capture rates, and audit-readiness
- Conduct post-integration retrospectives after each deal; capture lessons learned and feed insights back into playbook refinement
- Identify and implement tooling to support integration project management and repeatable reporting cadences
Stakeholder Management & Communication
- Act as a trusted advisor to finance stakeholders on Finance integration progress, risk exposure, and key decision points
- Coordinate across Finance sub-functions (Controllership, Tax, Treasury, FP&A, Procurement) and cross-functional partners (Legal, HR, IT, Engineering) to drive workstream execution
- Manage relationships with external advisors including audit firms, tax advisors, valuation firms, and ERP implementation partners
- Communicate integration status to Finance and executive leadership through clear dashboards, steering committee packs, and written briefings
- Manage and coordinate direct engagement with the target executives (e.g. CEO) during due diligence and integration planning efforts prior to deal close
You may be a good fit if you have:
12+ years in finance or accounting, with at least 3--5 years focused on M&A transactions and post-close integration at a high-growth technology company
Demonstrated end-to-end ownership of Finance integration workstreams --- from due diligence through Day 100 --- including IMO participation, project plan ownership, and executive reporting
Deep technical accounting fluency: US GAAP, purchase accounting (ASC 805), revenue recognition (ASC 606), and the accounting implications of common deal structures (asset vs. stock, acquihire vs. strategic)
Prior experience with coordinating finance workstr