M&A Finance Manager, Wealth & RIAs

Osaic; La Vista (NE); Híbrido; USD 113.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Descripción de la vacante

The Finance Manager, M&A at Osaic will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of RIAs, financial advisor practices, wealth management firms, and related business opportunities.

Reporting to the Senior Manager or Director of Finance, this individual will lead analyses and transaction workstreams across the full M&A lifecycle, from initial opportunity assessment through closing.

Formación

• Bachelor's degree in Finance, Accounting, Economics, or related field required.
• 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.
• Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders.

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

M&A experience

Financial modeling

Analytical

Communication to leadership

Multi-task management

Diligence

Educación

Bachelor's Degree in Finance/Accounting/Economics

Herramientas

NetSuite

SAP

Oracle

Workday

Descripción del empleo

The Finance Manager, M&A at Osaic will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of RIAs, financial advisor practices, wealth management firms, and related business opportunities.

Reporting to the Senior Manager or Director of Finance, this individual will lead analyses and transaction workstreams across the full M&A lifecycle, from initial opportunity assessment through closing.