Finance Manager, M&A - Supported Independence Channel

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, M&A - Supported Independence Channel

Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type:Full time

Salary: $110,000 - $120,000 per year + annual bonus

• Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
• Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization's Supported Independence W2 Employee Channel. This Finance Manager, M&A role involves close collaboration with business unit executives, and other stakeholders to drive strategic acquisition deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Responsibilities:

• Partner with executive leadership to define and refine the firm's inorganic growth strategy, including target market identification and prioritization.
• Develop end-to-end due diligence workstreams and timelines across financial, operational, legal, and compliance functions.
• Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
• Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
• Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners.
• Synthesize complex financial and strategic insights into clear, actionable recommendations.
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
• Lead and develop a team of financial analysts providing mentorship, coaching and fostering a collaborative, high-performance culture.
• All other duties as assigned.

Education Requirements:

• Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.

Basic Requirements:

• Minimum of 5 years' experience in FP&A, finance, or business analysis role
• Advanced financial modeling and analysis skills required
• Advanced M&A financial modeling experience required
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
• Expert proficiency in the use of business applications, particularly Excel and PowerPoint
• Experience with financial reporting and general ledger applications tools is required
• Must have acute attention to detail
• Strong written and verbal communication skills

Preferred Requirements:

• Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities, specialty finance)
• FINRA licenses (Series 7 or SIE)
• CPA, CFA or CMA designations
• Experience with Workday Financials