Wealth Enhancement Group

Director of Finance – Mergers & Acquisitions

Wealth Enhancement Group

full-time

Posted on:

Location Type: Hybrid

Location: Minnesota • United States

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Salary

💰 $175,000 - $200,000 per year

Job Level

Lead

About the role

  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial due diligencefinancial modelingvaluationanalytical skillstransaction structuresreportingrisk assessmentcash flow analysisprofitability analysisworking capital dynamics
Soft Skills
project managementcommunicationleadershipanalytical thinkingnegotiationcollaborationproblem-solvingattention to detailtime managementadaptability
Certifications
MBACFACPA