Head of M&A

At Nerd Wallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in‑office, we support how you thrive best. We invest in your well‑being, development, and ability to make an impact because when one Nerd levels up, we all do.

The Head of M&A Integration leads Nerd Wallet’s end‑to‑end acquisition integration strategy as the company increasingly deploys M&A to accelerate growth, expand capabilities, and strengthen its long‑term competitive position. This role ensures that newly acquired companies are integrated swiftly, cohesively, and with minimal disruption while preserving value and unlocking synergies. Operating as a cross‑functional leader and strategic partner, this individual builds scalable integration processes, drives cultural and operational alignment, and ensures that each acquisition seamlessly transitions into Nerd Wallet’s systems, processes, and ways of working.

This role requires a multi‑faceted leader to drive the pre & post‑acquisition integration strategy. The successful candidate will act as a cross‑functional orchestrator, bringing clarity and structured execution to complex processes across teams like Finance, Legal, and IT. They must be a culture steward who ensures acquired teams are supported and engaged, all while serving as a trusted advisor to executives on integration progress and risks.

This strategic operator must balance the fast pace of integration with thoughtful, human‑centered change management.

This role reports to the VP, Finance.

• Lead end‑to‑end integration planning and execution

  • Design and implement comprehensive integration plans spanning Finance, People, Legal, IT/Security, Revenue Operations, Marketing, and product‑adjacent workflows.

  • Build integration timelines, critical paths, and workstream governance structures to ensure clarity and accountability across the organization.

  • Ensure integration activities stay on‑budget and on‑schedule.

• Drive integration readiness between deal signing and deal closing

  • Partner with Corp Dev, functional leaders, and acquired company leadership during diligence to identify integration requirements, risks, systems gaps, and early synergy opportunities.

  • Translate findings into actionable integration plans and resourcing assumptions.

• Lead cross‑functional program management across all integration work streams

  • Track goals, milestones, and deliverables while coordinating across teams / functional groups; identify blockers; escape issues; and maintain transparency through structured reporting to executive leadership.

  • Create templates, processes, and best practices that enable consistency, repeatability, risk mitigation, and scalability as Nerd Wallet grows its acquisition cadence.

  • Continuously refine frameworks based on retrospective learnings and outcome metrics.

• Establish and maintain strong relationships with acquired company teams post‑closing

  • Serve as the primary operational point of contact for acquired leadership teams through close and the first 90–180 days post‑close.

  • Facilitate alignment on operating rhythms, reporting expectations, culture onboarding, and communication channels.

• Oversee integration of G&A and corporate functions

  • Coordinate the onboarding and integration of People Ops, HR systems, IT/Security compliance, Finance and Accounting processes, payroll, benefits, legal entities, and compliance workflows.

  • Ensure seamless system migrations and process transitions with minimal business disruption in planning for “Day 1” readiness.

• Identify and manage integration risks

  • Surface and mitigate potential operational, regulatory, financial, or technical risks.

  • Coordinate with Legal, Security, and Compliance to ensure acquired teams adhere to Nerd Wallet’s regulatory, data, and security standards.

• Lead cultural and change‑management integration

  • Drive people‑centric change management that accelerates adoption of Nerd Wallet values, processes, and expectations.

  • Bui…