Finance Manager, M&A Partner Development
Core
Strategic finance partner driving M&A and partner development growth through valuations, due diligence, and integration.
Role type
Senior IC finance manager (M&A)
Builds
Valuation models, due diligence reports, and post-merger integration tracking for acquisition targets
Domain
Financial services / Mergers and Acquisitions
Required skills
Financial accounting, company valuation, financial due diligence, deal structuring, market research, data analysis, Microsoft Excel
Preferred skills
Corporate development, investment banking, private equity, financial services industry experience, RIA landscape familiarity
Technologies
Microsoft Office suite
Responsibilities
Build valuation models and inform deal structures; participate in financial due diligence calls; coordinate pre-LOI and confirmatory diligence workflows; direct post-merger integration processes; maintain internal reporting packages for leadership and the Board; conduct market research to drive strategy innovation
Seniority
Senior, hands-on IC
