Senior M&A Finance Leader - Hybrid, Growth & Integration

Osaic; Oakdale (MN); Hybrid; USD 138,000 - 160,000; Full time

Job summary

Osaic seeks a Senior Finance Manager, M&A, to lead its inorganic growth strategy through acquiring RIAs and wealth-management businesses. Reporting to Finance, you will manage a small team and oversee the full deal lifecycle from sourcing to integration, delivering strategic value and governance.

The role requires deep corporate finance expertise, strong analytical insight into the RIA market, and the ability to influence executive leadership.

Qualifications

• 8+ years of experience in M&A finance, corporate development, transaction advisory, or related field.
• Experience leading finance workstreams across multiple transactions, including diligence, modeling, deal execution, and post-close integration.
• Advanced financial modeling, valuation, scenario analysis, and problem-solving skills with strong attention to detail.
• Strong understanding of financial statements, cash flow, working capital, accounting concepts, forecasting, and internal controls.
• Proven ability to lead complex, cross-functional initiatives and influence outcomes in a matrixed organization.

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 value-realization measures.
• Ensure transaction and integration activities comply with applicable accounting standards, internal controls, regulatory requirements, and company policies.

Skills

M&A finance

Corporate development

Financial modeling

Due diligence

Valuation

Executive communication

Cross-functional leadership

FP&A

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

PowerPoint

Job description

Osaic seeks a Senior Finance Manager, M&A, to lead its inorganic growth strategy through acquiring RIAs and wealth-management businesses. Reporting to Finance, you will manage a small team and oversee the full deal lifecycle from sourcing to integration, delivering strategic value and governance.

The role requires deep corporate finance expertise, strong analytical insight into the RIA market, and the ability to influence executive leadership.