Hybrid M&A Finance Manager: Growth & Integration

Advisor Group Inc.; Scottsdale (AZ); Híbrido; USD 113.000 - 120.000; Tempo integral

Benefícios oferecidos por esta vaga

Health, vision, and dental insurance

401k with employer match

Paid time off and volunteer days

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial modeling

M&A

Diligence

Valuation

Communication

Strategic thinking

Formação

Bachelor's Degree in Finance/Accounting/Economics

Ferramentas

NetSuite

SAP

Oracle

Workday

Descrição da vaga

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.