Finance Manager, M&A

Advisor Group; La Vista (NE); Hybrid; USD 113,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a Finance Manager, M&A to drive the evaluation, execution, and integration planning of acquisitions across RIAs and wealth management practices. You will lead analyses, build detailed financial models, and guide deal workstreams through the full lifecycle, reporting to senior leadership.

The role requires 5–8 years in M&A or related fields, strong modeling skills, and a deep understanding of advisor economics and growth strategies.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or related field is required.
• 5–8 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting.
• Hands-on experience supporting mergers and acquisitions from diligence through integration.
• ERP integration experience with NetSuite, SAP, Oracle or Workday is preferred.

Responsibilities

• Analyze acquisition opportunities across RIAs, independent advisor practices, wealth management firms, and related transactions.
• Build and maintain detailed financial models to evaluate transaction economics.
• Support valuation modeling, deal structuring, and scenario analysis.
• Assess revenue quality, profitability, client retention, and advisor productivity.
• Prepare investment memos, financial models, and board presentations.
• Present analyses to M&A leadership with clear rationale and risks.
• Monitor post-close performance versus deal model assumptions.
• Identify opportunities to standardize financial processes across acquisitions.
• Collaborate with Accounting to integrate acquired entities into ERP systems.
• Coordinate with FP&A to incorporate acquisitions into budgets and forecasts.

Skills

Financial modeling

M&A experience

Strong communication

Analytical skills

Education

Bachelor’s Degree in Finance/Accounting/Economics

Tools

NetSuite

SAP

Oracle

Workday

Job description

Corporate Finance Opportunity in Financial Services

Finance Manager, M&A

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type:

Full-Time

Salary:

$113,250 - $120,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. Reporting to the Senior Manager or Director of Finance, this individual will lead analyses and transaction workstreams across the full M&A lifecycle, from initial opportunity assessment through closing.

This role is ideal for an experienced M&A professional who thrives in a fast-paced, acquisition-driven environment and enjoys taking ownership of complex transactions. The successful candidate will combine strong financial and valuation expertise with an understanding of advisor practice economics, wealth management business models, and inorganic growth strategies.

Responsibilities:

• Analyze acquisition opportunities across RIAs, independent advisor practices, wealth management firms, OSJs, and book-of-business transactions.

• Build and maintain detailed financial models to evaluate transaction economics and investment returns.

• Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis.

• Assess revenue quality, profitability, client retention, advisor productivity, and growth trends.

• Conduct sensitivity analyses to evaluate potential transaction structures and outcomes.

• Prepare financial recommendations and investment insights for senior leadership.

• Prepare executive-level materials, including investment memos, financial models, and board presentations.

• Present analyses and recommendations to M&A leadership and executive stakeholders while clearly articulating strategic rationale, valuation assumptions, key risks, and expected returns.

• Assess financial risks, synergies, and value creation opportunities associated with potential transactions.

• Own the development and tracking of integration financial milestones, synergies, and cost-to-achieve.

• Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems.

• Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans.

• Monitor post-close financial performance versus deal model assumptions and communicate variances to leadership.

• Identify opportunities to standardize financial processes and optimize performance across acquired businesses.

• Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities.

• All of other duties as assigned.

Education Requirements:

• Bachelor’s Degree from accredited university in Finance, Accounting, Economics, or related field, is required.

Basic Requirements:

• 5 – 8 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting

• Hands-on experience supporting mergers and acquisitions from diligence through integration

• Strong financial modeling, analytical, and problem-solving skills

• Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders

• Proven ability to manage multiple priorities in a deadline-driven environment

Preferred Requirements:

• MBA, CPA, CFA, or similar professional certification

• Experience in multi-entity, high-growth, or private equity–backed environments

• Experience leading or significantly influencing post-merger integrations

• ERP integration experience (e.g., NetSuite, SAP, Oracle, Workday)

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.