Remote M&A Finance Lead, Partner Development

Remote; San Francisco (CA); Remote; USD 143,000 - 168,000; Full time

Benefits offered by this job

Health Insurance

Paid time off and holidays

401(k) retirement plan with company-m.

Life and disability insurance

Parental leave

Employee assistance program

Job summary

Mercer Advisors seeks a Finance Manager, M&A Partner Development to drive growth through strategic mergers and acquisitions. You will lead valuation analyses, due diligence, and synergy assessments while collaborating with the CFO and senior leaders. A strong accounting foundation and RIA familiarity are highly valued.

The role requires a strategic finance partner capable of managing complex targets, reporting, and post‑closing integration activities, with a focus on value‑added deal execution.

Qualifications

• Bachelor’s degree required; MBA or other advanced degree encouraged.
• At least 5 years of professional experience in corporate development, investment banking, private equity, or other corporate finance roles with M&A exposure.
• Experience in the financial services industry and familiarity with the independent RIA landscape is a plus.
• Strong knowledge of financial accounting and company valuation principles; analytical mindset and attention to detail.

Responsibilities

• Analyze target financial statements and operational data to build valuation models and inform leadership about deal structures.
• Participate in due diligence calls with sellers and bankers to understand risks and opportunities.
• Work with advisors to complete earnings analyses and identify revenue/cost synergies.
• Coordinate pre-LOI and due diligence workflows to ensure a smooth path to close.
• Help track post-merger integration and acquisition performance.

Skills

Financial analysis

M&A knowledge

Stakeholder collaboration

Excel

Education

Bachelor's degree

MBA or advanced degree encouraged

Tools

Excel

Job description

Mercer Advisors seeks a Finance Manager, M&A Partner Development to drive growth through strategic mergers and acquisitions. You will lead valuation analyses, due diligence, and synergy assessments while collaborating with the CFO and senior leaders. A strong accounting foundation and RIA familiarity are highly valued.

The role requires a strategic finance partner capable of managing complex targets, reporting, and post‑closing integration activities, with a focus on value‑added deal execution.