Finance Manager, M&A Empowered Independence Channel

Advisor Group•Scottsdale, AZ

1d•$110,000 - $120,000•Hybrid

About The Position

The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization’s W2 Channel. This role involves close collaboration with business unit executives, and other stakeholders to drive strategic deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Requirements

Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Master’s Degree preferred.
Minimum of 5 years’ experience in FP&A, finance, or business analysis role
Advanced financial modeling and analysis skills required
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Expert proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting and general ledger applications tools is required
Must have acute attention to detail
Strong written and verbal communication skills

Nice To Haves

FINRA licenses (Series 7 or SIE)
CPA, CFA or CMA designations
Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with Workday Financials

Responsibilities

Partner with executive leadership to define and refine the firm’s inorganic growth strategy, including target market identification and prioritization.
Develop end-to-end due diligence workstreams and timelines across financial, operational, legal, and compliance functions.
Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners.
Synthesize complex financial and strategic insights into clear, actionable recommendations.
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
Mentor junior team members.
All other duties as assigned.