Corporate Finance Leadership Opportunity in Financial Services
Finance Manager, M&A Empowered Independence Channel
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
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, licensure, 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 will play a critical role in providing financial insights for potential acquisitions primarily within the organization’s W2 Channel. This role involves close collaboration with business unit executives, and other stakeholders to drive strategic 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.
Mentor junior team members.
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
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:
FINRA licenses (Series 7 or SIE)
CPA, CFA or CMA designations
Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with Workday Financials
Skills Required
- Bachelor's Degree in Accounting, Finance or related field
- Minimum of 5 years' experience in FP&A, finance, or business analysis role
- Advanced financial modeling and analysis skills
- Expert proficiency in Excel and PowerPoint
- Experience with financial reporting and general ledger applications
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
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.
