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 compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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, M&A – Supported Independence Channel 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, Mergers & Acquisitions 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
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
