Wealth Strategy & M&A FP&A Manager

Integrity; Scottsdale (AZ); On-site; USD 180,000 - 280,000; Full time

Job summary

Integrity seeks a manager-level leader to combine corporate development and financial planning & analysis for the Wealth division. The role owns end-to-end deal workstreams, represents the division to sellers and advisors, and develops analyst talent.

The position allocates ~50% to M&A and corporate development plus the remainder to wealth planning, budgeting, KPI reporting, and market intelligence for strategic decision making.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience: 4+ years in corporate development, investment banking, transaction advisory, private equity, or FP&A with M&A exposure.
• MBAs/CPAs/CFA preferred.
• Ability to work in-office full time.

Responsibilities

• Builds and maintains acquisition models, including PPA, sources and uses, earnout, and pro forma consolidation.
• Audits and rebuilds seller models; reconciles projections to earnings findings; normalizes for owner compensation, non-recurring items, and revenue recognition differences.
• Produces accretion/dilution, IRR, MOIC, DCF analyses for investment committee recommendations.
• Coordinates diligence with cross-functional teams; tracks post-close performance versus underwriting assumptions.

Skills

Three-statement models

Valuation methods

Excel expert

Analytical judgment

Executive presentation

Attention to detail

People management

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

MBA/CFA/CPA preferred

Tools

OneStream

Power BI

Tableau

Bloomberg

FactSet

PitchBook

Capital IQ

SQL

NetSuite

Job description

Integrity seeks a manager-level leader to combine corporate development and financial planning & analysis for the Wealth division. The role owns end-to-end deal workstreams, represents the division to sellers and advisors, and develops analyst talent.

The position allocates ~50% to M&A and corporate development plus the remainder to wealth planning, budgeting, KPI reporting, and market intelligence for strategic decision making.