Hybrid Director of Finance – Mergers & Acquisitions

at Wealth Enhancement Group

• Job title: Director of Finance – Mergers & Acquisitions
• Job type: Full Time
• Experience level: Lead
• Salary: $175,000 - $200,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Director of Finance overseeing financial analysis and due diligence for M&A at Wealth Enhancement. Leading integration efforts and ensuring alignment with long-term objectives.

Responsibilities

• Own and lead the end-to-end financial due diligence process for acquisitions, from initial assessment through deal close
• Develop and maintain standardized diligence frameworks, analyses, and reporting to ensure consistency and quality across transactions
• Evaluate historical and projected financial performance, including revenue type/composition, expense structure, profitability, cash flows, and working capital dynamics
• Assess key risk areas such as client concentration, advisor compensation, growth sustainability, regulatory exposure, and accounting practices
• Partner with corporate development team to assess acquisition opportunities and provide financial perspectives on deal attractiveness
• Build, review, and oversee financial models supporting valuation, purchase price considerations, and transaction structures
• Translate diligence findings into clear implications for valuation, deal terms, and integration planning
• Support negotiations by providing fact-based analysis and addressing financial questions from internal stakeholders and external counterparties
• Coordinate closely with legal, compliance, tax, operations, and integration teams to ensure diligence findings are fully understood and incorporated into deal valuation
• Support post-acquisition financial integration by identifying key diligence findings that impact reporting, controls, and synergy realization
• Track actual performance versus diligence expectations and highlight variances, risks, and lessons learned
• Continuously refine diligence methodologies to improve efficiency, insight quality, and scalability as acquisition volume grows

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA strongly preferred)
• 6-10+ years of experience in financial due diligence, M&A, investment banking, transaction advisory, corporate development, or private equity
• Direct experience with RIAs, wealth management, or financial services business models strongly preferred
• Proven expertise in leading financial diligence for complex transactions
• Advanced financial modeling, valuation, and analytical skills
• Strong understanding of RIA economics, advisor compensation structures, client retention dynamics, and regulatory considerations
• Excellent project management skills with the ability to manage multiple diligence efforts simultaneously
• Clear, confident communicator able to distill complex financial issues for executive decision-makers

Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)