FP&A Manager, Wealth Strategy & Corporate Development

Role Overview

This is a newly created management position combining corporate development and financial planning & analysis for Integrity’s Wealth division. The role is scoped at the manager level because it owns deal workstreams end to end, represents the division directly to sellers and advisors, and carries responsibility for developing analyst talent.

What You Will Do

The role involves transaction modeling and analysis, valuation and capital markets, pipeline management and deal execution, business development and counterparty engagement, team leadership and development, financial planning and analysis, and strategy, reporting, and market intelligence.

Why It Might Be a Fit

The ideal candidate will have demonstrated ability to build three-statement and transaction models from scratch, working fluency in valuation methodology, and expert-level Excel skills. They will also have strong analytical and problem-solving judgment, excellent written, verbal, and presentation skills, and high standards of accuracy and attention to detail.

Requirements

• demonstrated ability to build three-statement and transaction models from scratch
• working fluency in valuation methodology
• expert-level Excel skills
• strong analytical and problem-solving judgment
• excellent written, verbal, and presentation skills
• high standards of accuracy and attention to detail

Benefits

• competitive compensation package
• benefits that make work more fun
• peace of mind for you and your family