Finance Manager, M&A

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 113,000 - 120,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

401k with employer match

Paid time off and volunteer days

Job summary

Osaic in Scottsdale, AZ is seeking a Finance Manager, M&A to lead evaluations, execution, and integration planning of RIAs and wealth management acquisitions.

Reporting to Finance leadership, you will build models, assess synergies, and guide boards through strategic transactions in a fast-paced environment.

This hybrid, in-office role requires four days per week on site with a competitive compensation package and comprehensive benefits.

Qualifications

• 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.

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.

Skills

Financial modeling

M&A

Diligence

Valuation

Communication

Strategic thinking

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

NetSuite

SAP

Oracle

Workday

Job description

Osaic Careers 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.

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)