Finance Manager, M&A Partner Development

Overview

This role supports the organization’s growth through strategic mergers and acquisitions as part of Partner Development finance. The organization is seeking a strategic finance and/or M&A professional to help execute value-accretive small tuck-in opportunities as well as larger or transformative acquisitions.

Key activities include leading and supporting target valuations, synergies underwriting, financial due diligence, and internal performance reporting. The position reports to the Director of Finance, M&A Partner Development, with close collaboration alongside the CFO and M&A Principals.

Responsibilities

• Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures.
• Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to understand risks and opportunities associated with specific deals.
• Coordinate with third-party advisors and consultants to complete quality of earnings reports, evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics.
• Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence workflows to support an efficient path-to-close.
• Support post-merger integration tracking to monitor acquisition performance and realization of identified revenue and cost synergies.
• Maintain internal reporting packages used by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions.
• Improve data quality and enable data-driven decision-making through analyses of past transactions and targets, current pipeline and operational data, and market information and external feedback.
• Conduct market research and evaluate industry trends to drive innovation in Partner Development strategies and the operating model.

Requirements

• Bachelor’s degree required; MBA or other advanced degree encouraged.
• At least 5 years of professional experience, including experience in corporate development, investment banking, private equity, or other corporate finance roles with direct exposure to mergers and acquisitions (preferred).
• Strong knowledge of financial accounting and company valuation principles, including key drivers of relative and intrinsic valuation methodologies.
• Analytical mindset with extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis.
• Collaborative approach; communicates tactfully, handles pressure well, and treats others with respect regardless of role.
• Ability to thrive in a fast-paced environment, manage multiple priorities, and follow through on organizational commitments.
• Demonstrated technical competency in the Microsoft Office suite of products (must be an Excel expert).
• Experience in the financial services industry and familiarity with the independent RIA landscape (or other highly acquisitive businesses) is a plus.

Compensation & Benefits

• Base pay range: $57,800 - $68,000 USD
• Incentive compensation eligibility: eligible to earn incentive compensation through an incentive compensation program.
• Base pay is determined based on geographic location, relevant experience, education, skills, and licenses/certifications.

Benefits include:

• 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 offerings (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 if enrolled in an HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• 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 for caring needs for aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance offered at preferred employee pricing

Work Schedule

• Availability during standard business hours Monday through Friday from 8AM to 5PM.
• Early or late hours may be required at times to meet business tasks and deadlines across multiple time zones.
• Travel not typically required.

Working Conditions

• Professional office environment with daytime hours.
• Work is conducted inside, including standing and sitting.
• Workstation assigned; no heavy lifting over 10 lbs.

Application Information

• Application deadline: 11/19/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.
• Note: Unsolicited resumes from agencies and/or search firms are not accepted.

Equal Opportunity

Equal opportunity employer; participates in E-Verify and complies with federal employment eligibility verification requirements.

Location

Professional office environment (daytime hours). No additional geographic location details were provided in the posting.