Finance Manager, M&A
Core
Lead analyses and transaction workstreams across the full M&A lifecycle for Registered Investment Advisors (RIAs), financial advisor practices, and wealth management firms.
Role type
Senior IC corporate finance manager (M&A)
Builds
Financial models, investment memos, and integration plans for acquisition targets
Domain
Financial services / Mergers and Acquisitions
Required skills
Financial modeling, valuation modeling, deal structuring, purchase price allocation, scenario analysis, revenue quality assessment, profitability analysis, client retention analysis, advisor productivity analysis, growth trend analysis, sensitivity analysis, integration milestone tracking, ERP integration, financial reporting, internal controls, budget forecasting, long-range planning, post-close performance monitoring, process standardization, compliance with accounting standards
Preferred skills
MBA, CPA, CFA, multi-entity environment experience, high-growth environment experience, private equity-backed environment experience, post-merger integration leadership, ERP system experience (NetSuite, SAP, Oracle, Workday)
Technologies
NetSuite, SAP, Oracle, Workday
Responsibilities
Analyze acquisition opportunities across RIAs, independent advisor practices, wealth management firms, OSJs, and book-of-business transactions; Build and maintain detailed financial models to evaluate transaction economics and investment returns; Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis; Assess revenue quality, profitability, client retention, advisor productivity, and growth trends; Conduct sensitivity analyses to evaluate potential transaction structures and outcomes; Prepare financial recommendations and investment insights for senior leadership; Prepare executive-level materials, including investment memos, financial models, and board presentations; Present analyses and recommendations to M&A leadership and executive stakeholders; Assess financial risks, synergies, and value creation opportunities associated with potential transactions; Own the development and tracking of integration financial milestones, synergies, and cost-to-achieve; Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems; Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans; Monitor post-close financial performance versus deal model assumptions and communicate variances to leadership; Identify opportunities to standardize financial processes and optimize performance across acquired businesses; Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities
Seniority
Senior, hands-on IC
