Finance Manager – M&A Partner Development

Mercer Advisors

. Analyze target financial statements, operational data, CIMs, and strategic considerations to build valuation models .

Posted 11/5/2026full-timeRemote • United StatesMid-LevelSenior💰 $57,800 - $68,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, valuation modeling, and due diligence processes, with a strong focus on mergers and acquisitions. Proficient in managing complex financial workflows and collaborating with cross-functional teams to drive strategic decision-making.

Highest-signal resume keywords

Financial AnalysisValuation ModelingDue DiligenceMergers And AcquisitionsMicrosoft Excel Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AccountingValuation PrinciplesData AnalysisMarket ResearchOperational Analysis

Soft Skills

Analytical ThinkingAttention To DetailCritical ThinkingTime Management

Tools & Technologies

Microsoft Office Suite

Certifications & Qualifications

Bachelor's DegreeMBA Or Advanced Degree

Industry Keywords

Corporate DevelopmentInvestment BankingPrivate EquityFinancial ServicesRIA Landscape

About the role

Key responsibilities & impact

Analyze target financial statements, operational data, CIMs, and strategic considerations to build valuation models
Inform company leadership and Board recommendations on optimal acquisition deal structures
Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers
Collaborate with third-party advisors and consultants on quality of earnings reports
Evaluate reported and adjusted seller financials and identify revenue or cost synergies
Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence workflows
Help direct post-merger integration processes and track acquisition performance and synergy realization
Maintain internal reporting packages for company leadership and the Board of Directors
Improve data quality and support data-driven decision-making through transaction, target, pipeline, and operational analyses
Conduct market research and evaluate industry trends to improve Partner Development strategies and operating model

Requirements

What you’ll need

Bachelor’s degree required; MBA or other advanced degree encouraged
At least 5 years of professional experience, including corporate development, investment banking, private equity, or other corporate finance roles
Direct exposure to mergers and acquisitions preferred
Financial services industry experience and familiarity with the independent RIA landscape or other highly acquisitive businesses is an added plus
Strong knowledge of financial accounting and company valuation principles
Ability to conduct comprehensive due diligence and financial analysis
Strong analytical and critical thinking skills
Extreme attention to detail
Demonstrated technical competencies in Microsoft Office suite
Must be an Excel expert
Ability to manage multiple priorities and meet organizational commitments
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours across multiple time zones
Travel not typically required

Benefits

Comp & perks

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 plans offerings 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 if enrolled in either 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
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
Incentive compensation eligibility through Mercer Advisors’ incentive compensation programs
Flexible, national footprint