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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in M&A finance, including advanced financial modeling, valuation, and transaction execution. Proven ability to lead cross-functional initiatives and communicate effectively with senior leadership in the financial services sector.
Highest-signal resume keywords
M&A FinanceFinancial ModelingTransaction ExecutionExecutive CommunicationCross-Functional Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Due DiligenceValuation ModelsScenario AnalysisCash Flow AnalysisFinancial Statement AnalysisIntegration ProcessesGovernance StandardsRisk AssessmentPost-Close Performance TrackingAccounting Concepts
Soft Skills
Attention to DetailProblem-SolvingJudgmentConfidentiality ManagementPresentation Skills
Certifications & Qualifications
MBACPACFACMA
Industry Keywords
Wealth ManagementCorporate DevelopmentInvestment BankingFinancial ServicesPrivate EquityBroker-DealerMulti-Entity EnvironmentsPurchase AccountingSeparation PlanningFinance Systems Integration
About the role
Key responsibilities & impact- Partner with senior leadership to execute the firm's acquisition strategy within the RIA and wealth management sectors.
- Build and enhance scalable M&A playbooks, templates, financial models, governance standards, and integration processes.
- Lead finance workstreams across acquisitions, divestitures, and strategic investments from initial assessment through post-close stabilization.
- Direct financial due diligence, including analysis of historical results, quality of earnings, working capital, debt-like items, cash flow sustainability, and key financial risks.
- Develop and review valuation models, transaction scenarios, accretion and dilution analyses, synergy cases, and other decision-support analyses.
- Analyze revenue quality, client retention, advisor productivity, profitability, and organic growth trends.
- Prepare and present executive-level materials, including investment memoranda, financial models, risk assessments, integration updates, and board-ready presentations.
- Advise on financial terms within transaction agreements, including purchase price mechanisms, earn-outs, working capital adjustments, and other value-protection provisions.
- Develop integrated finance workplans, governance routines, milestones, risk logs, decision tracking, and executive status reporting.
- Coordinate cross-functional activities across Accounting, FP&A, Tax, Treasury, Legal, HR, IT, Operations, and Shared Services to support transaction execution and integration.
- Collaborate with FP&A to incorporate transactions into budgets, forecasts, long-range plans, and performance reporting.
- Track post-close performance against business case assumptions, including revenue and cost synergies, cost to achieve, integration expenses, and other value-realization measures.
- Ensure transaction and integration activities comply with applicable accounting standards, internal controls, regulatory requirements, and company policies.
- Manage a team of approximately three individuals and report to the Director of Finance.
- Perform all other duties as assigned.
Requirements
What you’ll need- Bachelor’s degree from an accredited university in Finance, Accounting, Economics, Business, or a related field is required.
- 8 or more years of progressive experience in M&A finance, corporate development, transaction advisory, corporate finance, FP&A, investment banking, or a related field.
- Demonstrated experience leading or owning finance workstreams across multiple transactions, including financial diligence, modeling, deal execution, and post-close integration.
- Advanced financial modeling, valuation, scenario analysis, and problem-solving skills, with strong attention to detail and financial accuracy.
- Strong understanding of financial statements, cash flow, working capital, accounting concepts, forecasting, internal controls, and end-to-end finance processes.
- Proven ability to lead complex, cross-functional initiatives and influence outcomes in a matrixed organization without direct authority.
- Excellent executive communication and presentation skills, including the ability to synthesize complex findings into clear recommendations for senior leaders and non-finance stakeholders.
- Demonstrated ability to exercise sound judgment, manage confidential information, and deliver high-quality work across competing priorities and transaction deadlines.
- Preferred: MBA, CPA, CFA, CMA, or similar advanced degree or professional certification.
- Preferred experience in financial services, wealth management, broker-dealer, regulated, multi-entity, or private equity–backed environments.
- Preferred experience with purchase accounting, separation planning, transition service agreements, or finance systems integration.
- Preferred experience leading post-merger integrations, including Day 1 readiness, stabilization, synergy tracking, and value realization.
Benefits
Comp & perks- Annual performance based bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Paid time away
- Volunteer days