Senior Finance Manager, M&A
Core
Lead finance workstreams for acquiring Registered Investment Advisors (RIAs) and wealth management businesses, managing deal sourcing, valuation, due diligence, and integration.
Role type
Senior IC corporate finance manager (M&A)
Builds
Acquisition targets and integrated wealth management entities
Domain
Financial services / Wealth management / M&A
Required skills
Financial modeling, valuation, due diligence, financial statement analysis, cross-functional leadership, executive communication, integration planning
Preferred skills
MBA, CPA, CFA, CMA, post-merger integration experience, purchase accounting, regulated environment experience
Technologies
Financial modeling tools, ERP systems, data analysis platforms
Responsibilities
Partner with senior leadership to execute acquisition strategy; Build scalable M&A playbooks and financial models; Lead financial due diligence and valuation; Coordinate cross-functional integration activities; Track post-close performance against business case assumptions.
Seniority
Senior, hands-on IC with team management
