Senior Finance Manager, M&A

Osaic; Saint Petersburg (FL); Hybrid; USD 138,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic seeks a Senior Finance Manager, M&A to drive the firm’s inorganic growth by acquiring RIAs and wealth-management businesses. You will lead a small team, oversee the full transaction lifecycle, and report to the Director of Finance.

The role demands analytical leadership with deep care for diligence, modeling, and cross-functional execution. Hybrid work with in-office presence required, located in St. Petersburg, FL, offering a competitive salary and annual bonus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field is required.
• 8+ years of progressive experience in M&A finance or related fields.
• Advanced financial modeling and valuation skills with attention to detail.
• Strong executive communication and ability to lead cross-functional workstreams.

Responsibilities

• 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, 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.

Skills

M&A finance

Financial modeling

Due diligence

Leadership

Executive communication

Cross-functional collaboration

Education

Bachelor's degree in Finance or related field

Job description

Osaic Careers

Corporate Finance Opportunity in Financial Services

Senior Finance Manager, M&A

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full-Time

Salary: $138,000 - $160,000 per year + annual performance based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

Summary:

The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses. Reporting to the Director of Finance, this individual will manage a team of approximately three individuals and oversee the full transaction lifecycle, including deal sourcing support, valuation, financial modeling, due diligence, transaction execution, and handoff to integration teams.

This role requires a highly analytical, commercially minded leader who can evaluate acquisition opportunities at scale while developing a high-performing M&A team. The ideal candidate combines strong corporate finance expertise with deep knowledge of the RIA industry, advisor economics, succession planning transactions, and wealth management business models. The position offers significant exposure to executive leadership and direct influence on enterprise growth and capital allocation decisions.

Responsibilities:

• 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.

Education Requirements:

• Bachelor's degree from an accredited university in Finance, Accounting, Economics, Business, or a related field is required.

Basic Requirements:

• 8 or more years of progressive experience in M&A finance, corporate development, transaction advisory, corporate finance, FP&A, investment banking, or a related field.
• Demonstrated experience leading or owning finance workstreams across multiple transactions, including financial diligence, modeling, deal execution, and post-close integration.
• Advanced financial modeling, valuation, scenario analysis, and problem-solving skills, with strong attention to detail and financial accuracy.
• Strong understanding of financial statements, cash flow, working capital, accounting concepts, forecasting, internal controls, and end-to-end finance processes.
• Proven ability to lead complex, cross-functional initiatives and influence outcomes in a matrixed organization without direct authority.
• Excellent executive communication and presentation skills, including the ability to synthesize complex findings into clear recommendations for senior leaders and non-finance stakeholders.
• Demonstrated ability to exercise sound judgment, manage confidential information, and deliver high-quality work across competing priorities and transaction deadlines.

Preferred Requirements:

• MBA, CPA, CFA, CMA, or similar advanced degree or professional certification.
• Experience in financial services, wealth management, broker-dealer, regulated, multi-entity, or private equity-backed environments.
• Experience with purchase accounting, separation planning, transition service agreements, or finance systems integration.
• Experience leading post-merger integrations, including Day 1 readiness, stabilization, synergy tracking, and value realization.