Finance Manager, M&A Empowered Independence Channel

Advisor Group Inc.; Scottsdale (AZ); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Volunteer days

Job summary

Advisor Group Inc. in Scottsdale, AZ, is seeking a Finance Manager for Corporate Finance Leadership. This role oversees due diligence and influences the firm's growth strategy through M&A while developing relationships across departments.

The ideal candidate will have a Bachelor's in Accounting or Finance, with a preference for a Master's Degree. Competitive salary ranges from $110,000 to $120,000 annually plus bonuses and benefits including health insurance and a 401(k).

Qualifications

• Minimum of 5 years’ experience in FP&A, finance, or business analysis.
• Expert proficiency in business applications.
• Prior experience in a fast-paced, deadline-oriented work environment.

Responsibilities

• Define firm’s growth strategy and prioritize target markets.
• Oversee due diligence for acquisitions across functions.
• Prepare high-impact presentations for stakeholders.

Skills

Advanced financial modeling and analysis

Project management

Attention to detail

Verbal communication

Written communication

Education

Bachelor’s Degree in Accounting, Finance or related field

Master’s Degree

Tools

Excel

PowerPoint

Workday Financials

Job description

Role Summary

Finance Manager, M&A – Corporate Finance Leadership Opportunity in Financial Services.

Location: Scottsdale, AZ (18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255).

Role Type: Full time.

Salary: $110,000 - $120,000 per year + annual bonus. Compensation is determined individually based on location, skills, licensure, experience, and education.

Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days, and more.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Responsibilities

• Partner with executive leadership to define and refine the firm’s inorganic growth strategy, including target market identification and prioritization.
• Develop end‑to‑end due diligence workstreams and timelines across financial, operational, legal, and compliance functions.
• Oversee the development and maintenance of acquisition models for various transaction types such as full acquisitions, partial equity investments, earn‑outs, and succession‑based transitions.
• Conduct post‑mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Ensure clean hand‑off to the finance integration team to ensure smooth transition post‑close.
• Prepare and deliver high‑impact presentations for executive committee, board of directors, and potential partners.
• Synthesize complex financial and strategic insights into clear, actionable recommendations.
• Develop and maintain excellent relationships with colleagues across business units and departments to foster an effective cross‑functional working environment and collaborative spirit.
• Mentor junior team members.
• All other duties as assigned.

Education Requirements

• Bachelor’s Degree from an accredited university in Accounting, Finance, or another related field is required.
• Master’s Degree preferred.

Basic Requirements

• Minimum of 5 years’ experience in FP&A, finance, or business analysis.
• Advanced financial modeling and analysis skills required.
• Highly motivated with demonstrated experience managing multiple projects in a fast‑paced, deadline‑oriented work environment.
• Expert proficiency in the use of business applications, particularly Excel and PowerPoint.
• Experience with financial reporting and general ledger application tools is required.
• Must have acute attention to detail.
• Strong written and verbal communication skills.

Preferred Requirements

• FINRA licenses (Series 7 or SIE).
• CPA, CFA or CMA designations.
• Prior financial services industry experience (wealth management, investment management, broker‑dealer, insurance, banking, specialty finance).
• Experience with Workday Financials.