Senior Corporate Counsel, M&A and Securities

  • Full Time

About, together with its wholly owned subsidiaries Divvy and Invoice2go, is focused on being the one stop shop that simplifies, digitizes, and automates complex financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflow. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has its headquarters in San Jose, California with offices in Houston, Texas, Draper, Utah, and Sydney, Australia.

Mission: is seeking an experienced corporate, securities and M&A lawyer to join our growing legal team as Senior Corporate Counsel. This is a unique opportunity to join a high-growth leading payments fintech at the cutting edge of the digital transformation. Reporting to the Vice President, Legal – Corporate, in this role you will:

Support M&A activities, acquisition integration, key corporate transactions and financing activity.
Drive continuous improvements, scalability and operational excellence in deal processes and execution.
Assist in the preparation, review and filing of SEC filings and related documents, including current and periodic reports, proxy statements, registration statements and other securities-law filings.
Assist in implementing, maintaining and monitoring various corporate governance practices and company policies.
Manage and advise on governance, compliance and related matters for the Company’s legal entities.
Advise cross-functional teams, including human resources, finance, corporate development, investor relations and corporate communications on a wide range of corporate issues and legal projects, as needed.
Assist with the Company’s ESG initiatives and programs, including coordination with internal stakeholders.
Assist in other substantive legal areas tangential to core responsibilities, as needed.
Manage outside counsel, as needed.


Professional Experience/Background to be successful in this role:


  • J.D. with excellent academic credentials.
  • Minimum of eight years of experience practicing as a corporate, securities and M&A attorney. A mix of top law firm and public company in-house experience is ideal. 
  • Substantial experience advising on a breadth of corporate and corporate transactional matters, including M&A, SEC reporting, corporate law and corporate governance, equity and debt financing transactions.
  • Experience advising on cross-border transactions and international legal issues preferred.
  • Some exposure to tackling legal issues and/or subject areas outside of core corporate and securities competencies preferred – by way of example: employment law matters, disputes, structured finance, intra-group reorganizations, banking transactions.
  • Fintech (specifically, payments industry) and/or SAAS industry experience preferred, not required. 
  • Member of the California State Bar (or registered in-house counsel)

    Competencies (Attributes needed to be successful in this role):


  • Excellent oral and written communication skills; sense of humor required.
  • Sound and practical business judgment; dynamic and strategic thinker. 
  • Execution oriented mindset.
  • Demonstrated ability to work efficiently, meet demanding deadlines, manage multi-dimensional projects in a fast-paced, high-growth, environment.
  • Ability to work both independently and with a diverse set of personalities in a team environment and to work effectively in cross-functional teams

    Expected Outcomes in 3, 6, or 12 months:


  • Month 3: understand company and businesses, understand corporate structure, assume responsibility of legal entity compliance, assume responsibility for corporate policies, understand quarterly processes, first cut of 10Q disclosure.
  • Month 6:  second chair m&a transactions,  assume primary responsibility for one non-core subject area.
  • Month 12:  first chair smaller m&a transactions, drive m&a integration processes, drive proxy statement and annual meeting preparation processes.



    Role based in San Jose, but we are open to remote options for this role is committed to a policy of equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, color, age, sex, ancestry, marital status, religion, national origin, disability, sexual orientation, veteran status, present or past history of mental disability, genetic information or any other classification protected by state or federal law. Culture:
    ●      Humble – No ego
    ●      Fun –  Celebrate the moments
    ●      Authentic – We are who we are
    ●      Passionate – Love what you do  
    ●      Dedicated – To each other and the customer
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