Finance Manager, M&A Empowered Independence Channel
Core
Finance Manager leading M&A strategy, due diligence, and deal execution for the W2 Channel in financial services.
Role type
Senior IC Finance Manager (M&A)
Builds
Acquisition models, due diligence workstreams, and strategic deal evaluations
Domain
Financial Services / Mergers & Acquisitions
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Advanced financial modeling, FP&A, business analysis, financial reporting, general ledger applications, Excel, PowerPoint
Preferred skills
FINRA licenses (Series 7 or SIE), CPA, CFA, CMA, Workday Financials
Responsibilities
Partner with executive leadership to define inorganic growth strategy; Develop end-to-end due diligence workstreams; Oversee development and maintenance of acquisition models; Conduct post-mortem analysis for financial performance; Ensure clean hand-off to finance integration team; Prepare high-impact presentations for executive committee and board; Synthesize complex financial insights into actionable recommendations; Mentor junior team members
Seniority
Senior, hands-on IC