Finance Manager, M&A

Advisor Group•Scottsdale, AZ

1d•Hybrid

About The Position

The Finance Manager, M&A supports Osaic’s acquisition strategy by evaluating, executing, and planning the integration of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. Reporting to the Senior Manager or Director of Finance, this role leads analyses and transaction workstreams across the M&A lifecycle, from initial opportunity assessment through closing. The position requires financial and valuation expertise, together with an understanding of advisor practice economics, wealth management business models, and inorganic growth strategies. The role is based at one of the listed offices and follows a hybrid schedule requiring at least four days per week in the office. Remote candidates are not being considered. The position is full-time, with a listed salary range of $113,250–$120,000 per year plus an annual bonus.

Requirements

Bachelor’s degree from an accredited university in Finance, Accounting, Economics, or a related field.
5–8 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting.
Hands-on experience supporting mergers and acquisitions from diligence through integration.
Strong financial modeling, analytical, and problem-solving skills.
Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders.
Proven ability to manage multiple priorities in a deadline-driven environment.

Nice To Haves

MBA, CPA, CFA, or similar professional certification.
Experience in multi-entity, high-growth, or private equity–backed environments.
Experience leading or significantly influencing post-merger integrations.
ERP integration experience, such as NetSuite, SAP, Oracle, or Workday.

Responsibilities

Analyze acquisition opportunities involving RIAs, independent advisor practices, wealth management firms, OSJs, and book-of-business transactions.
Build and maintain detailed financial models to evaluate transaction economics and investment returns.
Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis.
Assess revenue quality, profitability, client retention, advisor productivity, and growth trends.
Conduct sensitivity analyses to evaluate potential transaction structures and outcomes.
Prepare financial recommendations and investment insights for senior leadership.
Prepare executive-level materials, including investment memos, financial models, and board presentations.
Present analyses and recommendations to M&A leadership and executive stakeholders, explaining strategic rationale, valuation assumptions, key risks, and expected returns.
Assess financial risks, synergies, and value creation opportunities associated with potential transactions.
Develop and track integration financial milestones, synergies, and cost-to-achieve.
Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems.
Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans.
Monitor post-close financial performance against deal model assumptions and communicate variances to leadership.
Identify opportunities to standardize financial processes and optimize performance across acquired businesses.
Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities.
Perform other duties as assigned.