M&A Finance Leader – Wealth Management

Advisor Group; Scottsdale (AZ); Híbrido; USD 138.000 - 160.000; Tempo integral

Resumo da vaga

Osaic is seeking a Senior Finance Manager, M&A to lead the firm's inorganic growth via acquisitions of RIAs and wealth-management businesses. You will manage a team and oversee deal sourcing, due diligence, modeling, and post-close integration.

This role requires deep corporate finance expertise, advanced modeling, and strong executive communication. Expect significant cross-functional collaboration and interaction with senior leadership in a hybrid office setting.

Qualificações

• 8+ years of progressive experience in M&A finance, corporate development, transaction advisory, corporate finance, FP&A, investment banking, or related field.
• Demonstrated experience leading finance workstreams across multiple transactions, including diligence, modeling, deal execution, and post-close integration.
• Advanced financial modeling, valuation, scenario analysis, and problem-solving skills.
• Strong understanding of financial statements, cash flow, working capital, and internal controls.
• Excellent executive communication and presentation skills for senior leaders.
• Demonstrated ability to manage confidential information and meet deadlines.
• MBA, CPA, CFA, CMA or similar advanced degree or certification preferred.

Responsabilidades

• Partner with senior leadership to execute the firm's acquisition strategy within the RIA and wealth management sectors.
• Build and enhance scalable M&A playbooks, templates, financial models, governance standards, and integration processes.
• Lead finance workstreams across acquisitions, divestitures, and strategic investments from initial assessment through post-close stabilization.
• Direct financial due diligence, including analysis of historical results, quality of earnings, working capital, debt-like items, cash flow sustainability, and key financial risks.
• Develop and review valuation models, transaction scenarios, accretion and dilution analyses, synergy cases, and other decision-support analyses.
• Analyze revenue quality, client retention, advisor productivity, profitability, and organic growth trends.
• Prepare and present executive-level materials, including investment memoranda, financial models, risk assessments, integration updates, and board-ready presentations.
• Advise on financial terms within transaction agreements, including purchase price mechanisms, earn-outs, working capital adjustments, and other value-protection provisions.
• Develop integrated finance workplans, governance routines, milestones, risk logs, decision tracking, and executive status reporting.
• Coordinate cross-functional activities across Accounting, FP&A, Tax, Treasury, Legal, HR, IT, Operations, and Shared Services to support transaction execution and integration.
• Collaborate with FP&A to incorporate transactions into budgets, forecasts, long-range plans, and performance reporting.
• Track post-close performance against business case assumptions, including revenue and cost synergies, cost to achieve, integration expenses, and other value-realization measures.
• Ensure transaction and integration activities comply with applicable accounting standards, internal controls, regulatory requirements, and company policies.
• All other duties as assigned.

Conhecimentos

Executive communication

Presentation skills

Financial modeling

Valuation

Cross-functional collaboration

Formação

Bachelor’s degree in Finance, Accounting, Economics, Business

MBA, CPA, CFA, CMA or similar

Descrição da vaga

Osaic is seeking a Senior Finance Manager, M&A to lead the firm's inorganic growth via acquisitions of RIAs and wealth-management businesses. You will manage a team and oversee deal sourcing, due diligence, modeling, and post-close integration.

This role requires deep corporate finance expertise, advanced modeling, and strong executive communication. Expect significant cross-functional collaboration and interaction with senior leadership in a hybrid office setting.