Sr. Director, Wealth Financial Consolidation & KPI Reporting

Integrity•Dallas, TX

About The Position

Integrity Wealth is seeking a Senior Director to own consolidated financial and KPI reporting across its wealth business units and ensure the underlying data is accurate, consistently defined, and well governed. Reporting to the CFO of Integrity Wealth, this leader will develop the division-level view used by executives, the Board, and the ownership group, while partnering with business units to improve their data systems and processes. The role combines technical expertise in financial consolidation and FP&A with the ability to establish standards across teams outside the position’s direct reporting line. The Senior Director will lead consolidated monthly and quarterly reporting, annual budgeting, rolling forecasts, and long-range planning; provide forward-looking analysis and executive commentary; and prepare materials for the Board, lenders, and sponsors. The role will establish data certification and reconciliation practices, maintain consistent KPI definitions and reporting controls, and evaluate tools and automation opportunities. It will lead the consolidation and reporting team, partner across finance and operational functions, and support M&A diligence and integration. The position oversees financial, revenue and business performance, operational, and advisor NNA measures. Integrity describes itself as a leading independent distributor of life, health, and wealth insurance products, with an insurtech focus and a hyper-growth environment. The company offers a competitive compensation package and benefits, but specific benefits are not listed.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
10 or more years of progressive experience in FP&A, corporate finance, or financial reporting, including consolidation across multiple business units or legal entities.
Experience leading teams and influencing finance partners and business leaders outside the direct reporting line.
Demonstrated experience designing KPI frameworks and data governance or certification processes.
Strong understanding of financial statements, account mapping, intercompany eliminations, and reconciliation of management reporting to the general ledger.
Advanced Excel and financial modeling skills.
Experience with consolidation, planning, and BI tools such as OneStream, Anaplan, Oracle EPM / Hyperion, Power BI, or Tableau.
Demonstrated ability to work across multiple business-unit rollup environments.
Experience presenting to senior leadership and Boards, and ability to explain complex results to non-financial audiences.
Sound judgment, attention to detail, and ability to manage multiple priorities against executive deadlines.
Ability to use AI to solve complex problems at a detailed data level.

Nice To Haves

Experience in wealth management, RIA, broker-dealer, insurance distribution, or other financial services.
Experience in a private equity-backed or rapidly growing, multi-entity organization, including sponsor or lender reporting.
M&A diligence and integration experience.
CPA, CFA, MBA, or another advanced degree or designation.

Responsibilities

Own the consolidated monthly and quarterly financial and KPI reporting package for Integrity Wealth, including P&L, EBITDA, margins, revenue by business unit, and division-level KPIs.
Lead the consolidated annual budget, rolling forecast, and long-range plan by consolidating business-unit submissions into a division view.
Provide executive-level commentary on division variances, trends, risks, and opportunities, including forward-looking analysis.
Prepare materials for the Board, lenders, and sponsors, and support ad hoc requests from the CFO and executive leadership.
Establish a process for business units to certify that their financial and KPI data is complete and accurate before consolidation.
Partner with Accounting to reconcile business-unit reporting to the general ledger and financial statements; investigate and resolve differences with business-unit finance teams.
Review business-unit submissions for consistency in definitions, mapping, intercompany treatment, and timing; escalate gaps and track remediation to closure.
Monitor data quality and flag issues before they reach executive or Board reporting.
Own the division-wide KPI dictionary, including definitions, calculation methodologies, targets, and data sources, and apply it consistently across business units.
Maintain the reporting calendar, data-submission standards, documentation, and controls for models, KPI calculations, and consolidation processes.
Evaluate and implement consolidation, planning, and BI tools; drive reporting standardization and automation.
Lead and develop the consolidation and reporting team.
Partner with business-unit finance leaders to set standards and improve practices without direct authority.
Work with Accounting, Data & Analytics, Technology, and Sales and Operations leaders to connect operational activity to financial outcomes.
Support M&A diligence and integrate newly acquired businesses into the consolidated reporting structure.
Oversee financial KPIs including revenue growth, gross profit and margin, operating expenses, EBITDA and margin, forecast accuracy, operating leverage, cash flow, and liquidity.
Oversee revenue and business performance measures, including revenue by business unit and advisor group, recurring versus transactional revenue, advisory revenue and AUM, production trends, retention, concentration, and revenue per advisor.
Oversee operational measures including advisor growth, AUM/AUA, account and client growth, productivity, compensation and payout trends, technology and vendor costs, and headcount.
Track new, existing, and lost advisor NNA and associated revenue and profit impacts.