Finance Manager – M&A Partner Development

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $57.8k - $68k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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

• 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

• 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

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