Head of Finance (Full-Time)

Corporate Finance Leadership Opportunity in Financial Services Finance Manager, M&A Empowered Independence Channel Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full time

Salary: $110,000 - $120,000 per year + annual bonus

Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Summary: The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization’s W2 Channel. 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.

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.

Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.

Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.

Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.

Synthesize complex financial and strategic insights into clear, actionable recommendations.

Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.

Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Minimum of 5 years’ experience in FP&A, finance, or business analysis role

Advanced financial modeling and analysis skills required

Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment

Expert proficiency in the use of business applications, particularly Excel and PowerPoint

Experience with financial reporting and general ledger applications tools is required

Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Experience with Workday Financials

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.