Senior Director, Wealth Data & KPI Strategy

Integrity; Dallas (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Integrity Wealth is seeking a Senior Director to own the consolidation of financial and KPI reporting across wealth business units. You will ensure the data behind it is correct, consistently defined, and well managed, reporting to the CFO of Integrity Wealth.

You will build the division-level view that executives, the Board, and ownership group rely on, and you will lead data certification, reconciliation, KPI governance, and cross‑unit standardization across planning, BI tools, and reporting

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 10+ years in FP&A, corporate finance, or financial reporting, with multi-entity consolidation.
• Experience leading teams and influencing partners outside direct line.
• Strong knowledge of financial statements, intercompany eliminations, and GL reconciliation.
• Advanced Excel and financial modeling; experience with consolidation and BI tools.
• Ability to present to senior leadership and Boards.

Responsibilities

• Own consolidated monthly and quarterly financial and KPI reporting package.
• Lead consolidated annual budget, rolling forecast, and long-range plan.
• Provide executive-level commentary on variances, trends, risks, and opportunities.
• Prepare Board, lender, and sponsor-ready materials; support ad hoc requests.
• Establish BU data certification and ensure data completeness.
• Reconcile BU reporting to GL; investigate differences with BU finance.
• Maintain KPI dictionary, data sources, and governance.
• Evaluate and implement consolidation, planning, and BI tools; drive standardization.
• Lead and develop the consolidation and reporting team.
• Partner with BU finance leaders and cross-functional teams.
• Support M&A diligence and integration into consolidated reporting.

Skills

Leadership

FP&A

Financial reporting

Data governance

AI in data analytics

Cross-functional collaboration

Board reporting

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

OneStream

Anaplan

Oracle EPM / Hyperion

Power BI

Tableau

Job description

Integrity Wealth is seeking a Senior Director to own the consolidation of financial and KPI reporting across wealth business units. You will ensure the data behind it is correct, consistently defined, and well managed, reporting to the CFO of Integrity Wealth.

You will build the division-level view that executives, the Board, and ownership group rely on, and you will lead data certification, reconciliation, KPI governance, and cross‑unit standardization across planning, BI tools, and reporting