Corey Christ
Sr. Finance Manager - M&A and Decision Support at Osaic | Phoenix, Arizona, United States
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Corey Christ, currently serving as the Sr. Finance Manager for M&A and Decision Support at Osaic, brings a wealth of expertise in strategic financial analysis, deal structuring, and post-merger integration within a dynamic private equity-backed environment. In this role, Corey leverages his deep understanding of financial metrics and portfolio management to drive value creation through targeted acquisitions and strategic initiatives. His leadership in the successful acquisition of Lincoln Wealth, overseeing the integration of $115 billion in assets, exemplifies his ability to manage complex due diligence processes, identify financial synergies, and optimize economies of scale.
At Osaic, Corey plays a pivotal role in developing forward-looking financial models that inform decision-making and support growth strategies. His proficiency with tools such as Hyperion Planning and Workday Financial Management enables him to deliver accurate financial forecasts, assess risk, and identify opportunities for process improvement. Corey’s expertise extends to investment policy development and project management, ensuring that each transaction aligns with the company's strategic objectives while maximizing stakeholder value.
His CFA designation underscores his commitment to maintaining high standards of financial analysis and ethical practice, which he applies daily in evaluating potential targets and negotiating contracts. With a strong foundation in finance from Arizona State University and California State University, San Bernardino, Corey combines technical acumen with strategic insight, making him a vital asset in Osaic’s ongoing growth and M&A initiatives. His ability to synthesize complex financial data into actionable insights continues to support Osaic’s competitive positioning and long-term success in the financial services industry.
Sr. Finance Manager - M&A and Decision Support at Osaic in May 2023 to Present
Manager, Financial Planning & Reporting at Osaic in November 2020 to May 2023
Manager of Financial Planning and Analysis at Make-A-Wish America in June 2018 to November 2020
Financial Analyst, Int. at JDA Software in May 2017 to May 2018
Financial Analyst, part-time at JDA Software in August 2016 to May 2017
Corporate Finance - Treasury Intern at JDA Software in May 2016 to August 2016
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W. P. Carey School of Business – Arizona State University, October 2026
California State University-San Bernardino, Bachelor of Science (BS), October 2026
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Competitive Strategies
Financial Metrics
Key Performance Indicators
Acquisition Integration
Management
Leadership
Training
Research
Project Management
Data Analysis
Financial Analysis
Financial Reporting
Financial Modeling
Corporate Finance
Strategic Planning
Portfolio Management
Microsoft Office
Microsoft Word
PowerPoint
Microsoft Excel
Workday Financial Management
Microsoft Power BI
Process Improvement
Budgeting & Forecasting
Investment Policy Development
Hyperion Planning
NetSuite
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Discover more about OsaicWhat is Corey Christ email address?
Email Corey Christ at [email protected]. This email is the most updated Corey Christ's email found in 2026.
What is Corey Christ phone number?
Corey Christ phone number is 6232380911.
How to contact Corey Christ?
To contact Corey Christ send an email to [email protected]. If you want to call Corey Christ try calling on 6232380911. (updated on February 14, 2025)
What company does Corey Christ work for?
Corey Christ works for Osaic
What is Corey Christ's role at Osaic?
Corey Christ is Sr. Finance Manager - M&A and Decision Support
What industry does Corey Christ work in?
Corey Christ works in the Financial Services industry.
Corey Christ Email Addresses
Corey Christ Phone Numbers
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