Sr. Director, Wealth Financial Consolidation & KPI Reporting

Integrity Marketing Group•Dallas, TX

10d

About The Position

Integrity Wealth is seeking a Senior Director to own consolidated financial and KPI reporting across its wealth business units and ensure that the supporting data is accurate, consistently defined, and well managed. Reporting to the CFO of Integrity Wealth, this leader will build the division-level view used by executives, the Board, and the ownership group, while partnering with business units to strengthen their data systems and processes. The role combines technical expertise in consolidation and FP&A with the ability to establish standards across business units that do not directly report to the role. The Senior Director owns monthly and quarterly consolidated reporting, including P&L, EBITDA, margins, revenue by business unit, and division-level KPIs. The role leads the consolidated annual budget, rolling forecast, and long-range plan; provides forward-looking analysis and executive commentary; and prepares materials for the Board, lenders, and sponsors. It also establishes data certification, reconciles business-unit reporting to the general ledger and financial statements, reviews submissions for consistency, and monitors data quality. The role owns the division-wide KPI dictionary and governance practices, maintains reporting calendars and standards, and evaluates and implements consolidation, planning, and BI tools to standardize and automate reporting. It leads and develops the consolidation and reporting team, partners with business-unit finance leaders and cross-functional groups, and supports M&A diligence and integration of acquired businesses into consolidated reporting. The role oversees financial, revenue and business performance, and operational KPIs, including revenue growth, margins, EBITDA, forecast accuracy, cash flow, revenue by business unit and advisor group, AUM/AUA, advisor and client growth, productivity, costs, headcount, and new, existing, and lost advisor NNA with associated revenue and profit impacts.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
10+ 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 utilize 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 other 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, consolidating business-unit submissions into a division view.
Deliver executive-level, forward-looking commentary on variances, trends, risks, and opportunities across the division.
Prepare Board-, lender-, and sponsor-ready materials and respond to ad hoc requests from the CFO and executive leadership.
Establish a business-unit data certification process to confirm financial and KPI data is complete and accurate before consolidation.
Reconcile business-unit reporting to the general ledger and financial statements with Accounting; investigate and resolve differences with business-unit finance teams.
Review business-unit submissions for consistent 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.
Maintain the reporting calendar, data-submission standards, and 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 across teams 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 KPIs, 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 KPIs, 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.