Senior M&A Finance Leader, Wealth & RIAs

Osaic; Saint Petersburg (FL); Hybrid; USD 138.000 - 160.000; Vollzeit

Benefits dieser Stelle

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Zusammenfassung

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.

Qualifikationen

• 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.

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, 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

M&A finance

Financial modeling

Due diligence

Leadership

Executive communication

Cross-functional collaboration

Ausbildung

Bachelor's degree in Finance or related field

Jobbeschreibung

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.