Finance Manager, M&A Partner Development
About The Position
Mercer Advisors is seeking a strategic finance professional to support and advance its M&A Partner Development function. The role contributes to the organization’s growth through both small tuck-in opportunities and larger, transformative acquisitions. It includes leading and supporting target valuations, synergy underwriting, financial due diligence, and internal performance reporting, while helping professionalize the Partner Development Finance function. The Finance Manager analyzes acquisition targets and informs deal recommendations and structures for company leadership and the Board. The position partners with the CFO, M&A Principals, finance and legal teams, deal team leaders, and external advisors. It also supports post-merger integration and acquisition performance tracking, maintains reporting packages, improves data-driven decision-making, and researches market and industry trends. The role reports to the Director of Finance, M&A Partner Development. The position follows standard business hours Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours to meet deadlines across time zones. Travel is not typically required. Work takes place in a professional office environment and involves working indoors, standing and sitting at an assigned workstation, with no heavy lifting over 10 pounds.
Requirements
- Bachelor’s degree required.
- At least 5 years of professional experience.
- Experience in corporate development, investment banking, private equity, or other corporate finance roles.
- Strong knowledge of financial accounting and company valuation principles, including drivers of relative and intrinsic valuation methodologies.
- Analytical mindset and extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis.
- Collaborative approach; tactful, respectful, and able to react well under pressure.
- Can-do attitude and ability to thrive in a fast-paced, dynamic environment, manage multiple priorities, and follow through on organizational commitments.
- Demonstrated technical competency in Microsoft Office products, including expert-level Excel skills.
Nice To Haves
- Direct exposure to mergers and acquisitions is preferred.
- MBA or another advanced degree is encouraged.
- Experience in financial services and familiarity with the independent RIA landscape or other highly acquisitive businesses is an added plus.
Responsibilities
- Analyze target financial statements, operational data, CIMs, and strategic considerations to build valuation models and inform recommendations to leadership and the Board on acquisition deal structures.
- Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to assess deal risks and opportunities.
- Work with third-party advisors and consultants on quality of earnings reports, evaluating reported and adjusted seller financials and identifying potential revenue and cost synergies.
- Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence workflows to support an efficient path to close.
- Help direct post-merger integration processes and track acquisition performance and realization of identified revenue and cost synergies.
- Maintain internal reporting packages for company leadership and the Board of Directors to evaluate past performance and inform strategic decisions.
- Improve data quality and data-driven decision-making through analyses of past transactions and targets, the current pipeline, operational data, and external market information and feedback.
- Conduct market research and evaluate industry trends to improve Partner Development strategies and operating model effectiveness and maintain strategic advantages.
Benefits
- Company-paid basic life and AD&D insurance.
- Company-paid short-term and long-term disability insurance.
- Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
- Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
- Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
- Two comprehensive dental plans.
- Vision insurance.
- Dependent Care Savings Account for child and dependent care.
- 14 company-paid holidays, including a full week off at Thanksgiving.
- Paid time off for vacation and sick days.
- Employee Assistance Plan.
- Family Medical Leave.
- Paid parental leave of 8 weeks.
- Maternity benefits using company-paid short-term disability, supplemental short-term disability if applicable, and parental leave.
- Adoption assistance reimbursement program.
- Company-paid concierge services for caregiving and other needs.
- 401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
- Pet insurance.
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
- Incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
