Sr Manager, Financial Operations - Wealth

Integrity; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Integrity in Dallas is seeking a finance professional to manage and enhance accounting processes. The ideal candidate will implement AI solutions and automation to streamline workflows and improve data accuracy.

This role requires a strong accounting background, preferably at a managerial level, and experience with Broker Dealer systems. It's a primarily in-office position with some flexibility for remote work.

Qualifications

• Experience at a managerial or senior manager level in accounting.
• Prior experience in public accounting or complex accounting environments.
• Ability to translate accounting requirements into technical solutions.

Responsibilities

• Provide managerial support across accounting and finance processes.
• Implement automation solutions to improve accounting workflows.
• Act as a trusted advisor on AI governance.

Skills

Strong accounting background

Experience with Broker Dealer or Wealth commissions systems

Data analytics

Agentic AI tool development

Tools

Microsoft Copilot

Claude

Black Diamond

Job description

Responsibilities

• Provide managerial- and controller-level support across accounting and finance processes.
• Partner with accounting leadership on enhancing efficiencies of close processes, financial analysis, and controls using technology and process redesign.
• Act as a trusted advisor to finance leadership on AI governance.
• Design and implement automation solutions to reduce manual effort and improve accuracy across accounting workflows.
• Implement and leverage AI Agent tools, including Microsoft Copilot, Claude, or similar tools to optimize daily financial operations.
• Build and maintain data integrations between accounting systems, sub-ledgers, reporting tools, and operational systems.
• Serve as a finance-side subject matter expert for accounting systems and related tools.
• Partner with internal teams and vendors during systems implementations, upgrades, and integrations.

• Improve data integrity, reconciliation processes, and end-to-end data transparency.
• Support and enhance BI and reporting solutions used by Finance and leadership.
• Drive data cleanup initiatives and help standardize data definitions and flows.
• Help identify and apply practical AI and automation use cases within accounting and finance.

Qualifications & Experience

• Strong accounting background with experience at a manager, senior manager, or controller-adjacent level.
• Prior experience in public accounting, systems implementation, complex accounting environments, or Data Analytics functions.
• Experience with Broker Dealer or Wealth commissions systems and portfolio/ performance systems (e.g., Black Diamond).
• Recent coursework in or demonstrated aptitude with Agentic AI tool development.
• Ability to translate accounting requirements into technical or system solutions.
• Comfortable operating at the intersection of Finance, Accounting, and Technology.

What Success Looks Like

• Accounting workflows are more automated, efficient, and less error-prone.
• Cleaner, more reliable data flowing between systems.
• Reduced manual reconciliations and operational friction.
• Finance leadership has better visibility, reporting, and confidence in data.
• AI and automation are thoughtfully integrated into real, practical accounting use cases.

Working Style & Expectations

• Primarily in-office, with flexibility for limited remote work.
• Willingness to travel periodically as needed.
• Comfortable working in evolving environments and helping define the future of accounting operations.
• Collaborative, pragmatic, and solutions-oriented mindset.

Equal Opportunity Statement Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.