Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 3 days ago

Finance Manager, M&A

Advisor Group71 open roles

Pay
$113,250 – $120,000 a year
Where
Scottsdale AZ
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinance Manager, M&AAdvisor Group · Scottsdale AZ

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Advisor Group's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. Advisor Group postings stay open a median of 15 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: posted 3 days ago

Advisor Group median: 15 days open

The posting

Current Employees and Contractors Apply Here

Osaic Careers

Corporate Finance Opportunity in Financial Services

Finance Manager, M&A

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

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.

Role Type: Full-Time

Salary: $113,250 - $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, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. Reporting to the Senior Manager or Director of Finance, this individual will lead analyses and transaction workstreams across the full M&A lifecycle, from initial opportunity assessment through closing.

This role is ideal for an experienced M&A professional who thrives in a fast-paced, acquisition-driven environment and enjoys taking ownership of complex transactions. The successful candidate will combine strong financial and valuation expertise with an understanding of advisor practice economics, wealth management business models, and inorganic growth strategies.

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 while clearly articulating strategic rationale, valuation assumptions, key risks, and expected returns.
  • 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.
  • All of other duties as assigned.

Education Requirements:

  • Bachelor’s Degree from accredited university in Finance, Accounting, Economics, or related field, is required.

Basic Requirements:

  • 5 – 8 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting
  • Hands-on experience supporting mergers and acquisitions from diligence through integration
  • Strong financial modeling, analytical, and problem-solving skills
  • Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders
  • Proven ability to manage multiple priorities in a deadline-driven environment

Preferred Requirements:

  • MBA, CPA, CFA, or similar professional certification
  • Experience in multi-entity, high-growth, or private equity–backed environments
  • Experience leading or significantly influencing post-merger integrations
  • ERP integration experience (e.g., NetSuite, SAP, Oracle, Workday)

Current Employees and Contractors Apply Here

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Advisor Group's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Advisor Group's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Advisor Group's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.