Corporate Development Manager (M&A)

Job Description

Allworth Financial, a leading investment advisory firm, is seeking a Corporate Development Manager to support its Mergers & Acquisitions function. This role involves facilitating acquisition opportunities, conducting due diligence, and supporting the integration of acquired businesses. The ideal candidate will possess strong analytical and communication skills, with a background in finance, accounting, or consulting.Allworth Financial is a high-growth, private equity-backed firm committed to client well-being and education. The company offers a collaborative and creative work environment with opportunities for professional growth.Responsibilities:

• Monitor and report on the status of corporate development opportunities.
• Review due diligence information and prepare business analyses and valuation models.
• Develop presentation material and transaction-related documentation.
• Liaise with acquired businesses to ensure requirements are managed.
• Facilitate cross-functional meetings and monitor task deliverables.
• Streamline existing processes and improve business efficiency.
• Perform routine and ad-hoc financial and operational analyses.

Requirements:

• Bachelor’s Degree in Finance, Business, or related field required.
• 4+ years of professional experience in finance/accounting/consulting roles.
• Corporate Development (M&A) experience a plus.
• Process-oriented and highly organized, with excellent attention to detail.
• Strong analytical and critical thinking skills.
• Excellent verbal and written communication skills.
• Advanced Excel and PowerPoint skills.

Allworth Financial Offers:

• Medical, dental, and vision insurance.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.
• Equity Purchase Program.
• Paid Time Off and Holidays