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Wealth Enhancement · 1 day ago

Director of Finance | Mergers & Acquisitions

Plymouth, MN

Full-time

Hybrid

Mid, Senior Level

$175K/yr - $200K/yr

6+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. They are seeking a Director of Finance | Mergers and Acquisitions to lead financial analysis, valuation, due diligence, and integration efforts for acquisitions, ensuring alignment with the firm’s long-term objectives.

Financial ServicesRisk ManagementWealth Management

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

Qualification

Financial due diligenceMergersAcquisitionsFinancial modelingValuation skillsProject managementAnalytical skillsClear communicationCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or related field

6-10+ years of experience in financial due diligence, M&A, investment banking, transaction advisory, corporate development, or private equity

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

Preferred

MBA, CFA, or CPA strongly preferred

Direct experience with RIAs, wealth management, or financial services business models strongly preferred

Benefits

Training and professional development

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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees