Advisor
Finance Manager, M&A Empowered Independence Channel
Scottsdale, AZ · Full-time
Sponsorship not specified$110k-$120kDetected 12 days ago
Financial ModelingFinancial AnalysisAccountingExcelM&AFP&AHRISLeadershipCommunicationCollaborationPublic SpeakingMicrosoft OfficeFinancial ReportingCFA
About the role
- Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
- Summary: The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization's W2 Channel.
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.
- Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners.
- Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
- 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.
Requirements
- Minimum of 5 years' experience in FP&A, finance, or business analysis role
- Advanced financial modeling and analysis skills required
- 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
- Experience with Workday Financials
Nice to have
- Bachelor's Degree from accredited university in Accounting, Finance or another related field is required.
- Master's Degree preferred.
- Preferred Requirements:
Compensation
- $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.
Benefits
- Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
- Education Requirements:
- 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.
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