Finance Manager – M&A Partner Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Examine target financial statements, operational data, CIMs, and strategic factors to create valuation models

• Advise company leadership and the Board on the best acquisition deal structures

• Engage in management meetings and financial due diligence discussions with potential sellers and investment bankers

• Work alongside third-party advisors and consultants on quality of earnings reports

• Assess reported and adjusted seller financials while identifying revenue or cost synergies

• Collaborate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence workflows

• Assist in directing post-merger integration efforts and monitor acquisition performance and synergy realization

• Maintain internal reporting packages for company leadership and the Board of Directors

• Enhance data quality and support data-driven decision-making through analysis of transactions, targets, pipelines, and operations

• Perform market research and assess industry trends to refine Partner Development strategies and operational models

⛳️ Requirements

• Bachelor's degree required; MBA or other advanced degree preferred

• Minimum of 5 years of professional experience in corporate development, investment banking, private equity, or other corporate finance roles

• Direct experience with mergers and acquisitions is preferred

• Experience in the financial services industry and familiarity with the independent RIA landscape or other highly acquisitive businesses is a plus

• Strong understanding of financial accounting and company valuation principles

• Capability to conduct thorough due diligence and financial analysis

• Excellent analytical and critical thinking abilities

• Exceptional attention to detail

• Proven technical skills in the Microsoft Office suite

• Must be an expert in Excel

• Ability to juggle multiple priorities and fulfill organizational commitments

• Availability Monday through Friday, 8 AM to 5 PM, with occasional early or late hours across various time zones

• Travel is generally not required

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care expenses

• 14 Company Paid Holidays, including a full week off at Thanksgiving

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services

• 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

• Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs

• Flexible, national footprint