M&A Finance Manager: Growth & Integration Leader

Osaic; Oakdale (MN); Híbrido; USD 113.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health and dental insurance

Vision insurance

401k

Paid time off

Volunteer days

Descripción de la vacante

Osaic is seeking a Finance Manager, M&A to drive the firm’s acquisition strategy, evaluating RIAs and wealth-management opportunities from diligence through integration. You will lead financial analyses, build models, and coordinate integration workstreams across accounting, FP&A, and leadership.

The role requires 5–8 years in M&A or related fields, strong modeling skills, and the ability to communicate complex concepts to senior leaders.

Formación

• 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.

Conocimientos

Financial modeling

Analytical skills

Communication

Project management

Educación

Bachelor’s degree in Finance, Accounting, Economics

Herramientas

NetSuite

SAP

Oracle

Workday

Descripción del empleo

Osaic is seeking a Finance Manager, M&A to drive the firm’s acquisition strategy, evaluating RIAs and wealth-management opportunities from diligence through integration. You will lead financial analyses, build models, and coordinate integration workstreams across accounting, FP&A, and leadership.

The role requires 5–8 years in M&A or related fields, strong modeling skills, and the ability to communicate complex concepts to senior leaders.