Senior M&A Finance Leader – Wealth Management

Osaic; La Vista (NE); Hybrid; USD 138.000 - 160.000; Vollzeit

Benefits dieser Stelle

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Other benefits

Zusammenfassung

Osaic is seeking a Senior Finance Manager, M&A, to lead the firm’s inorganic growth strategy through the acquisition of RIAs, independent advisor practices, OSJs, and wealth management businesses. You will manage a small team and oversee deal sourcing, valuation, due diligence, execution, and integration.

Reporting to the Director of Finance, the role requires an analytical, commercially minded leader with strong corporate finance expertise and industry knowledge.

Qualifikationen

• 8+ years of progressive experience in M&A finance or related field.
• Experience leading finance workstreams across multiple transactions.
• Advanced financial modeling and valuation skills.
• Strong understanding of financial statements and internal controls.
• Ability to influence outcomes in a matrixed organization.
• Excellent executive communication and presentation skills.
• Experience with post-close integration and deal execution.
• Knowledge of regulatory requirements and compliance.

Aufgaben

• 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.

Kenntnisse

Financial modeling

M&A finance

Leadership

Executive communication

Cross-functional collaboration

Ausbildung

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

MBA / CFA / CPA (preferred)

Jobbeschreibung

Osaic is seeking a Senior Finance Manager, M&A, to lead the firm’s inorganic growth strategy through the acquisition of RIAs, independent advisor practices, OSJs, and wealth management businesses. You will manage a small team and oversee deal sourcing, valuation, due diligence, execution, and integration.

Reporting to the Director of Finance, the role requires an analytical, commercially minded leader with strong corporate finance expertise and industry knowledge.