Job Description
TRC Talent Solutions is partnering with a growth-oriented top wealth management firm seeking a Finance Manager! This highly visible position will partner with Corporate Development, FP&A, Accounting, Legal, HR, IT, and operational leaders to drive transaction execution, integration planning, and long-term financial performance. This is an excellent opportunity for a finance professional who thrives in a fast-paced environment and enjoys working on strategic, cross-functional initiatives.
Summary
The Finance Manager – M&A and Integrations will provide financial leadership throughout the transaction lifecycle, including due diligence, valuation support, deal execution, and post-acquisition integration. This individual will help evaluate acquisition opportunities, identify risks and synergies, and ensure acquired businesses are successfully integrated into the enterprise.
Responsibilities
- Lead financial due diligence activities for acquisitions, including analysis of historical financial performance, quality of earnings, working capital, debt-like items, and cash flow sustainability
- Support valuation modeling, scenario analysis, purchase price allocation inputs, and deal structuring activities
- Partner closely with Corporate Development and external advisors throughout all phases of the transaction process
- Prepare executive presentations, investment memorandums, board materials, and financial models to support investment decisions
- Assess financial risks, potential synergies, and value creation opportunities associated with acquisition targets
- Support negotiations related to financial provisions within purchase agreements, including working capital adjustments and earn-out structures
- Lead financial integration planning and execution for newly acquired entities
- Develop and monitor integration milestones, synergy realization, and cost-to-achieve metrics
- Partner with Accounting to integrate acquired businesses into financial reporting processes, internal controls, close procedures, and ERP systems
- Collaborate with FP&A teams to incorporate acquisitions into annual budgets, forecasts, and long-range strategic plans
- Identify opportunities to improve M&A processes, integration methodologies, and financial reporting capabilities
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field required
- MBA, CPA, CFA, or other advanced financial credentials preferred
- 5+ years of progressive experience in corporate finance, FP&A, transaction advisory, investment banking, public accounting, corporate development, or M&A integration
- Experience supporting acquisitions, due diligence, valuation analysis, or post-merger integration activities
- Strong financial modeling and analytical skills
- Understanding of quality of earnings, working capital analysis, and purchase accounting concepts
- Advanced Excel and financial systems proficiency; ERP integration experience preferred
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.