Wealth Strategy & M&A FP&A Manager

Integrity; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Integrity in Dallas, TX, seeks a manager-level professional to lead a combined corporate development and FP&A function for the Wealth division. The role oversees end-to-end deal workstreams, engages sellers and advisors, and mentors analysts while shaping budgeting, forecasting, and strategic reporting.

The position balances 50% M&A and corporate development with 50% financial planning, analytics, and market intelligence, requiring strong modeling, valuation, and communication skills to drive

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• MBA, CFA, or CPA designation preferred.
• Experience in corporate development, investment banking, or FP&A with M&A exposure.

Responsibilities

• Builds and audits acquisition models and pro forma consolidation.
• Coordinates diligence across finance, legal, and ops; summarizes findings for leadership.
• Drives pipeline reporting, LOI economics, and term sheet summaries.
• Presents to sellers/advisors, managing relationships across deal cycles.
• Supports budgeting, forecasting, KPI reporting, and board materials.

Skills

Three-statement modeling

Valuation methods

Advanced Excel

Analytical thinking

Presentation skills

Team leadership

Cross-functional collaboration

In-office collaboration

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA/CFA/CPA preferred

Tools

Power BI

Bloomberg

FactSet

PitchBook

Capital IQ

OneStream

NetSuite

Job description

Integrity in Dallas, TX, seeks a manager-level professional to lead a combined corporate development and FP&A function for the Wealth division. The role oversees end-to-end deal workstreams, engages sellers and advisors, and mentors analysts while shaping budgeting, forecasting, and strategic reporting.

The position balances 50% M&A and corporate development with 50% financial planning, analytics, and market intelligence, requiring strong modeling, valuation, and communication skills to drive