Finance Associate, M&A Partner Development

Mercer Advisors; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

A national financial services firm is seeking a Finance Associate to support M&A Partner Development. This role involves analyzing financial statements, participating in due diligence calls, and collaborating with finance and legal teams. Ideal candidates will have a bachelor's degree and a minimum of 2 years of relevant experience. A focus on analytical skills and attention to detail is essential. Remote work options available.

Benefits

401(k) Retirement Plan with matching

Paid Parental Leave

Company Paid Life Insurance

Generous paid time off

Health Savings Account contributions

Qualifications

• Minimum 2 years of experience in investment banking, private equity, or corporate finance roles with M&A exposure.
• Experience in financial services and knowledge of the independent RIA landscape is a plus.

Responsibilities

• Analyze target financial statements for valuation models.
• Participate in financial due diligence calls.
• Coordinate with finance and legal teams on diligence workflows.
• Help direct post-merger integration processes.

Skills

Analytical mindset

Attention to detail

Collaboration

Financial accounting knowledge

Excel expertise

Education

Bachelor’s degree

MBA or advanced degree (encouraged)

Job description

Finance Associate, M&A Partner Development

Remote, USA

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

Job Summary:

You will play a pivotal role in driving the growth of our organization through strategic mergers and acquisitions, otherwise known as our Partner Development efforts. The business continues to reach new heights and must continue growing and professionalizing its Partner Development Finance function to maximize performance. We are seeking a strategic business partner who can help us execute both value-accretive, small tuck-in opportunities as well as larger / transformative acquisitions. This is an exciting opportunity for the right individual who is a seasoned finance and/or M&A professional looking to make an impact on a rapidly growing organization and help advance it to the next level.

The ideal candidate will both lead and support critical aspects of the Partner Development process including target valuations, synergies underwriting, financial due diligence, and internal performance reporting. This role reports to the Director of Finance, M&A Partner Development and requires close partnership with the Company’s CFO, Chief of Staff, and M&A Principals. This role requires strong analytical and critical thinking skills, attention to detail, and the ability to foster collaboration throughout various parts of the organization. A background in corporate finance or accounting is essential, with experience in mergers and acquisitions highly preferred.

Essential Job Functions for this role include:

• Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures for acquisition targets
• Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to better understand the various risks and opportunities that accompany specific deals
• Work together with our third-party advisors and consultants in completing quality of earnings reports to evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics
• Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
• Help direct certain post-merger integration processes to track acquisition performance as well as the realization of identified revenue and cost synergies
• Maintain internal reporting packages utilized by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions
• Improve the quality of data and facilitate enhanced data-driven decision-making within the Partner Development function through analyses of past transactions and targets, current pipeline and operational data, and by utilizing market information and feedback obtained from external sources
• Conduct market research and evaluate industry trends to drive innovation around the Company’s Partner Development strategies and operating model to improve overall effectiveness and maintain strategic advantages

Knowledge, Skills, and Abilities:

• Bachelor’s degree required; MBA or other advanced degree encouraged
• At least 2 years of professional experience, including experience in investment banking, private equity, or other corporate finance roles with (with direct exposure to mergers and acquisitions, preferred)
• Candidates with experience in the financial services industry and familiarity with the independent RIA landscape (or other highly acquisitive businesses) an added plus
• Strong knowledge of financial accounting and company valuation principles including important drivers of relative and intrinsic valuation methodologies
• Analytical mindset and extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis
• Collaborative individuals who approach others in a tactful manner, react well under pressure, and treats others with respect regardless of their status or position
• A can-do attitude with the ability to thrive in a fast-paced, dynamic environment, manage multiple priorities effectively, and follow through on organizational commitments
• Demonstrated technical competencies in Microsoft Office suite of products (must be an Excel expert)

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones.

Travel not typically required.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.