Senior Finance Manager, M&A

Advisor Group•Scottsdale, AZ

1d•Hybrid

About The Position

The Senior Finance Manager, M&A will play a leadership role in executing Osaic’s inorganic growth strategy through acquisitions of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses. Reporting to the Director of Finance, this role manages a team of approximately three people and oversees the transaction lifecycle, including deal sourcing support, valuation, financial modeling, due diligence, transaction execution, and handoff to integration teams. The role calls for a highly analytical, commercially minded leader with corporate finance expertise and knowledge of the RIA industry, advisor economics, succession planning transactions, and wealth management business models. It offers exposure to executive leadership and influence on enterprise growth and capital allocation decisions. The position is hybrid, with a requirement to work in the office at least four days per week. Osaic is not considering remote candidates. The role is full-time and offers a salary of $138,000–$160,000 per year, plus an annual performance-based bonus. Actual compensation depends on job-related factors, including location, skills, licensure, experience, and education.

Requirements

Bachelor’s degree from an accredited university in Finance, Accounting, Economics, Business, or a related field.
At least 8 years of progressive experience in M&A finance, corporate development, transaction advisory, corporate finance, FP&A, investment banking, or a related field.
Demonstrated experience leading or owning finance workstreams across multiple transactions, including financial diligence, modeling, deal execution, and post-close integration.
Advanced financial modeling, valuation, scenario analysis, and problem-solving skills, with strong attention to detail and financial accuracy.
Strong understanding of financial statements, cash flow, working capital, accounting concepts, forecasting, internal controls, and end-to-end finance processes.
Proven ability to lead complex, cross-functional initiatives and influence outcomes in a matrixed organization without direct authority.
Excellent executive communication and presentation skills, including the ability to synthesize complex findings into clear recommendations for senior leaders and non-finance stakeholders.
Ability to exercise sound judgment, manage confidential information, and deliver high-quality work across competing priorities and transaction deadlines.

Nice To Haves

MBA, CPA, CFA, CMA, or similar advanced degree or professional certification.
Experience in financial services, wealth management, broker-dealer, regulated, multi-entity, or private equity–backed environments.
Experience with purchase accounting, separation planning, transition service agreements, or finance systems integration.
Experience leading post-merger integrations, including Day 1 readiness, stabilization, synergy tracking, and value realization.

Responsibilities

Partner with senior leadership to execute the firm's acquisition strategy in the RIA and wealth management sectors.
Build and enhance scalable M&A playbooks, templates, financial models, governance standards, and integration processes.
Lead finance workstreams for 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 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 in 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 transaction execution and integration activities across Accounting, FP&A, Tax, Treasury, Legal, HR, IT, Operations, and Shared Services.
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.
Perform all other duties as assigned.