FP&A Manager, Wealth Strategy & Corporate Development

Integrity Marketing Group•Scottsdale, AZ

22d•Onsite

About The Position

This newly created management position combines corporate development and financial planning and analysis for Integrity’s Wealth division. Approximately 50% of the role is focused on M&A and corporate development, including acquisition modeling, model audits, pipeline management, valuation benchmarking, and direct engagement with sellers and advisors. The remainder focuses on financial planning, analysis, and wealth management strategy, including budgeting, forecasting, KPI and Board reporting, and competitive and market intelligence. The role owns deal workstreams end to end, represents the division to sellers and advisors, and develops FP&A Analyst talent. It also supports the Wealth division’s planning process, consolidates business-unit inputs, enhances reporting and modeling systems, and translates business and market information into recommendations for leadership and investment decisions. Integrity is an independent distributor of life, health, and wealth insurance products with an insurtech focus. The company describes itself as a hyper-growth organization that puts its people first and offers professional opportunities and a competitive compensation package. Integrity is headquartered in Dallas, Texas, and supports independent agents serving clients nationwide.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Demonstrated capability in corporate development, investment banking, transaction advisory, private equity, or FP&A with substantive M&A exposure; typically developed over four or more years of directly relevant experience. Candidates are assessed on demonstrated competency, and shorter experience may be considered when relevant modeling, valuation, and analytical skills are evidenced.
Demonstrated ability to build three-statement and transaction models from scratch, including purchase accounting, earnout mechanics, and pro forma consolidation.
Working fluency in valuation methods, including comparable company analysis, precedent transactions, DCF, and LBO mechanics, and practical understanding of how capital-market conditions affect private-company multiples.
Expert-level Excel skills, including working with large multi-source data sets and building auditable, operable models.
Strong analytical and problem-solving judgment, with the ability to turn complex financial data into actionable recommendations.
Excellent written, verbal, and presentation skills, including the poise to present directly to sellers, advisors, and executives.
High standards of accuracy and attention to detail, with the ability to meet transaction-driven deadlines.
Self-directed ability to manage multiple concurrent live workstreams with minimal supervision.
Capacity to coach and develop others, and credibility to review and improve analyst work.
Cross-functional collaboration skills and a strong commercial orientation.
Experience directing or reviewing the work of others.
Ability to work in-office full time.

Nice To Haves

Direct, hands-on experience underwriting or executing acquisitions rather than solely supporting them.
Prior experience managing and developing a team of financial professionals.
MBA, CFA, or CPA designation.
Experience in wealth management, RIA, broker-dealer, or insurance distribution, either through transactions or operating within the sector.
Experience with market data and research platforms such as Bloomberg, FactSet, PitchBook, or Capital IQ.
Familiarity with OneStream, NetSuite, and BI tools such as Power BI or Tableau.
Experience with SQL.
Exposure to post-merger integration and onboarding of acquired advisory practices.
Formal people-management experience is preferred but not required at hire; the role includes a defined development path into full team leadership.

Responsibilities

Build and maintain buy-side acquisition models for wealth management and advisory firms, including purchase price allocation, sources and uses, earnout and contingent consideration structures, equity rollover, and pro forma consolidation.
Audit and rebuild seller-provided models and adjusted EBITDA bridges; reconcile management projections with quality-of-earnings findings and normalize for owner compensation, non-recurring items, and revenue recognition differences.
Produce accretion/dilution, IRR, MOIC, DCF, and payback analyses for investment committee recommendations, explaining key drivers and sensitivities.
Model advisor recruitment and transition assistance economics, including forgivable note structures and payback analysis.
Develop and maintain valuation benchmarks using comparable transactions, public comparables, precedent transactions, and private-market data across wealth management, RIA, and broker-dealer sectors.
Monitor cost of capital, credit market conditions, and deal structures, and advise on implications for bid strategy and offer construction.
Own and report on the acquisition pipeline, including deal stages, target metrics, valuation ranges, probability weighting, and expected close timing.
Prepare indicative offers, LOI economics, term-sheet summaries, and management presentations.
Coordinate diligence across finance, legal, compliance, and operations; synthesize findings into risk and opportunity summaries.
Track post-close performance against underwriting assumptions, analyze variances, and apply findings to subsequent deal models.
Participate directly in calls with prospective sellers, advisor teams, and intermediaries; present the firm’s value proposition, discuss indicative economics, respond to diligence questions, and maintain relationships through the deal cycle.
Explain complex financial concepts to non-financial audiences, including advisors and firm principals.
Manage, train, and develop FP&A Analysts; assign and review work across planning and active deal workstreams.
Review analyst models and reporting for accuracy and defensibility before delivery to leadership or the investment committee, and build analysts’ transaction modeling and valuation capabilities.
Support the Wealth division’s annual budgets, forecasts, and long-range plans, consolidating business-unit inputs.
Partner with department leaders on budget submissions, rolling forecasts, and variance analysis.
Produce KPI reporting and root-cause analysis on AUM and net flows, fee realization, advisor productivity, client retention, and margin by channel.
Connect organic performance and acquired contribution in consolidated reporting.
Maintain and enhance the FP&A reporting and modeling environment, including OneStream.
Prepare dashboards and performance reporting for monthly business reviews and Board reporting, and support the Integrity Wealth committee process.
Monitor macroeconomic trends, industry news, and regulatory changes affecting wealth management, and translate them into strategic and valuation implications.
Conduct competitive analysis of products, platforms, and acquisition strategies of competing aggregators and consolidators.
Perform ad hoc analysis supporting decisions on pricing, resourcing, compensation design, and capital allocation.
Develop reusable templates and model architecture for underwriting, pipeline reporting, and planning to improve speed and consistency.