Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*Mercer Advisors offers a distinct work environment that stands out in the financial industry.
Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others.
No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As Director of Finance, M&A Partner Development, you will play a pivotal role in driving the growth of our organization through strategic mergers and acquisitions, otherwise known as our Partner Development efforts. The business has reached a point where it must enhance and further professionalize its Partner Development Finance function and take concrete steps towards maximizing its performance. The Company’s leadership and its private equity sponsors require a strategic business partner who can help them execute their investment thesis, a large part of which includes both value-accretive tuck-in opportunities and larger / transformative acquisitions.
This is an exciting opportunity for the right individual who is a seasoned finance and/or M&A professional looking to make an impact on a rapidly growing organization and help advance it to the next level.The ideal candidate will lead critical aspects of the Partner Development process including target valuations, synergies underwriting, financial due diligence, and internal performance reporting. This role reports to the Chief of Staff and requires close partnership with the Company’s CEO, CFO, and M&A Principal, as well as the Board of Directors. This role requires strong analytical and critical thinking skills, attention to detail, and the ability to foster collaboration throughout various parts of the organization. A background in corporate finance or accounting is essential, with experience in mergers and acquisitions highly preferred.
Essential Job Functions for this role include:
• Lead the Partner Development Finance function and serve as a critical thought partner to company leadership, including the CEO, CFO, and head of Partner Development. Serve as a leader in the responsible stewardship of our investors’ capital and in how we choose to deploy such capital across various acquisition opportunities• Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures for acquisition targets• Participate in management meetings and lead financial due diligence calls with prospective sellers and investment bankers to better understand the various risks and opportunities that accompany specific deals.
Collaborate with company leadership and the Partner Development team to determine overall risk appetite and conviction in acquisition targets• Direct our third-party advisors and consultants in completing quality of earnings reports to evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics• Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close • Help direct certain post-merger integration processes to track acquisition performance as well as the realization of identified revenue and cost synergies• Maintain internal reporting packages utilized by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions• Assist with company-wide strategic planning processes to budget and forecast performance targets and key business assumptions with appropriate financial rigor• Improve the quality of data and facilitate enhanced data-driven decision-making within the Partner Development function through analyses of past transactions and targets, current pipeline and operational data, and by utilizing market information and feedback obtained from external sources• Conduct market research and evaluate industry trends to drive innovation around the Company’s Partner Development strategies and operating model to improve overall effectiveness and maintain strategic advantages
Knowledge, Skills, and Abilities:
• Bachelor’s degree required; MBA or other advanced degree encouraged• At least 4 years of professional experience, including a minimum of 2 years of experience in investment banking, private equity, or other corporate finance roles with direct exposure to mergers and acquisitions• Candidates with experience in the financial services industry and familiarity with the independent RIA landscape (or other highly acquisitive businesses) an added plus• Strong knowledge of financial accounting, purchase price accounting, and company valuation principles including important drivers of relative and intrinsic valuation methodologies• Analytical mindset and extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis• One with exceptional judgment and creative problem-solving skills who is confident in expressing their point of view, and can articulate complex ideas clearly and persuasively• Collaborative individuals who approach others in a tactful manner, react well under pressure, and treats others with respect regardless of their status or position• Hands-on leader willing to work in the details, but one who is also able to step back and consider the big picture• A can-do attitude with the ability to thrive in a fast-paced, dynamic environment, manage multiple priorities effectively, and follow through on organizational commitments• Demonstrated technical competencies in Microsoft Office suite of products (must be an Excel expert)
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. Travel required up to 20%
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
