{"id":3849400,"url":"https://alion.io/job/osaic-finance-manager-ma","title":"Finance Manager, M&A","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":12,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States","Atlanta, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":113250,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-27T00:00:00Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-11-09T07:22:03Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nCorporate Finance Opportunity in Financial Services\nFinance Manager, M&A\nLocation(s):\nAtlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339\nLa Vista:12325 Port Grace Blvd, La Vista, NE 68128\nOakdale: 7755 3rd St. N, Oakdale, MN 55128\nScottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255\nSt. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702\nOsaic is not considering remote candidates at this time.\nOsaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.\nRole Type: Full-Time\nSalary: $113,250 - $120,000 per year + annual bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.\nOur 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.\nSummary:\nThe 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.\nThis 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.\nResponsibilities:\nAnalyze acquisition opportunities across RIAs, independent advisor practices, wealth management firms, OSJs, and book-of-business transactions.\nBuild and maintain detailed financial models to evaluate transaction economics and investment returns.\nSupport valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis.\nAssess revenue quality, profitability, client retention, advisor productivity, and growth trends.\nConduct sensitivity analyses to evaluate potential transaction structures and outcomes.\nPrepare financial recommendations and investment insights for senior leadership.\nPrepare executive-level materials, including investment memos, financial models, and board presentations.\nPresent analyses and recommendations to M&A leadership and executive stakeholders while clearly articulating strategic rationale, valuation assumptions, key risks, and expected returns.\nAssess financial risks, synergies, and value creation opportunities associated with potential transactions.\nOwn the development and tracking of integration financial milestones, synergies, and cost-to-achieve.\nPartner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems.\nCollaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans.\nMonitor post-close financial performance versus deal model assumptions and communicate variances to leadership.\nIdentify opportunities to standardize financial processes and optimize performance across acquired businesses.\nEnsure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities.\nAll of other duties as assigned.\nEducation Requirements:\nBachelor’s Degree from accredited university in Finance, Accounting, Economics, or related field, is required.\nBasic Requirements:\n5 - 8 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting\nHands-on experience supporting mergers and acquisitions from diligence through integration\nStrong financial modeling, analytical, and problem-solving skills\nAbility to communicate complex financial concepts to senior leaders and non-finance stakeholders\nProven ability to manage multiple priorities in a deadline-driven environment\nPreferred Requirements:\nMBA, CPA, CFA, or similar professional certification\nExperience in multi-entity, high-growth, or private equity-backed environments\nExperience leading or significantly influencing post-merger integrations\nERP integration experience (e.g., NetSuite, SAP, Oracle, Workday)\nCurrent Employees and Contractors Apply Here","description_format":"text","description_chars":4739,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-06T02:14:06Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"green card filings: 1","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":1,"median_offered_wage_usd":62500,"route":null,"cap_exempt":false,"checked_at":"2026-11-09T07:32:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":54,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":0.9,"age_days":13,"expected_fill_days":34,"reasons":["conf:9","stale_co","win:mid"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":false},"html_url":"https://alion.io/job/osaic-finance-manager-ma","json_url":"https://alion.io/job/osaic-finance-manager-ma.json","meta":{"generated_at":"2026-11-09T11:47:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14100,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2237959},"rest":"https://alion.io/mcp/rest/get_company?id=2237959"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fosaic-finance-manager-ma"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fosaic-finance-manager-ma"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fosaic-finance-manager-ma"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/osaic-finance-manager-ma\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fosaic-finance-manager-ma"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3849400}},{"tool":"search_jobs","arguments":{"company":"osaic.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3849400},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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