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Financial Manager

Software Guidance & Assistance

Scottsdale, AZ

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JOB DETAILS
SKILLS
Accounting, Accounting Close, Accounting Standards and Regulations, Acquisition Integration, Analysis Skills, Budgeting, Business Administration, Cash Flow, Certified Public Accountant (CPA), Change Management, Chartered Financial Analyst (CFA), Communication Skills, Consulting, Contract Management, Corporate Finance, Corporate Planning, Corporate Policies, Cross-Functional, Customer Support/Service, Due Diligence, ERP (Enterprise Resource Planning), Economics, Finance, Financial Analysis, Financial Management, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Risk, Financial Strategy, Forecasting, Genetics, High School Diploma, Investment Accounting, Leadership, Legal, Maintain Compliance, Mergers and Acquisitions, Multitasking, Negotiation Skills, NetSuite, Oracle, Performance Modeling, Performance Tuning/Optimization, Pricing, Problem Solving Skills, Process Improvement, Risk Analysis, SAP, Staff Development, Sustainability, Time Management, Transaction Processing/Management, Wealth Management
LOCATION
Scottsdale, AZ
POSTED
5 days ago
Software Guidance & Assistance, Inc., (SGA), is searching for a Financial Manager for a contract assignment with one of our premier wealth management services clients in Scottsdale, AZ.

Responsibilities :
  • Plays a critical role in driving the company's growth strategy through financial leadership across mergers, acquisitions, and post-acquisition integrations.
  • Partners closely with Corporate Development, FP&A, Accounting, Legal, HR, IT, and business leaders to support deal execution, financial diligence, valuation, integration planning, and value realization.
  • Brings strong analytical capabilities, cross-functional leadership skills, and hands-on experience managing complex transactions and integrations in a fast-paced environment.
  • Lead financial due diligence efforts for acquisitions, including analysis of historical financials, quality of earnings, working capital, debt-like items, and cash flow sustainability.
  • Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis.
  • Partner with Corporate Development and external advisors (investment bankers, accounting firms, consultants) throughout the transaction lifecycle.
  • Prepare executive-level materials, including investment memos, financial models, and board presentations.
  • Assess financial risks, synergies, and value creation opportunities associated with potential transactions.
  • Support negotiation of financial terms within purchase agreements (e.g., earn-outs, working capital adjustments).
  • Lead financial integration planning and execution for acquired entities, ensuring alignment with enterprise financial processes and controls.
  • Own the development and tracking of integration financial milestones, synergies, and cost-to-achieve.
  • Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems.
  • Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans.
  • Monitor post-close financial performance versus deal model assumptions and communicate variances to leadership.
  • Support change management by working cross-functionally with HR, IT, Operations, and business leaders during integration.
  • Act as a trusted finance advisor to business leaders during periods of transformation and growth.
  • Improve M&A and integration playbooks, templates, and processes to enhance scalability and execution efficiency.
  • Identify opportunities to standardize financial processes and optimize performance across acquired businesses.
  • Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities.
Required Skills:
  • Bachelor's Degree from an accredited university in Finance, Accounting, Economics, or related field, High School Diploma or equivalent (GED) is required.
  • 6–10 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting
  • Hands-on experience supporting mergers and acquisitions from diligence through integration
  • Strong financial modeling, analytical, and problem-solving skills
  • Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders
  • Proven ability to manage multiple priorities in a deadline-driven environment
Preferred Skills:
  • MBA, CPA, CFA, or similar professional certification
  • Experience in multi-entity, high-growth, or private equity–backed environments
  • Experience leading or significantly influencing post-merger integrations
  • ERP integration experience (e.g., NetSuite, SAP, Oracle, Workday)
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy

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About the Company

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Software Guidance & Assistance