M&A Finance Manager (Hybrid) – Growth & Integration

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a Finance Manager, M&A to drive acquisition initiatives across RIAs and wealth management platforms. You will lead analyses, build models, and shape deal strategies from diligence through integration, reporting to senior finance 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. Hybrid work in the US with a focus on coordination across teams and integration planning.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 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.

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.

Skills

Financial modeling

Analytical skills

Problem-solving

Communication

Education

Bachelor’s degree

MBA

CPA/CFA

Tools

NetSuite

SAP

Oracle

Workday

Job description

Osaic is seeking a Finance Manager, M&A to drive acquisition initiatives across RIAs and wealth management platforms. You will lead analyses, build models, and shape deal strategies from diligence through integration, reporting to senior finance 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. Hybrid work in the US with a focus on coordination across teams and integration planning.