Wealth Strategy & M&A FP&A Manager
integrity windowsDallas, TX
Wealth Strategy & M&A FP&A Manager
integrity windowsDallas, TX
11 days ago
Industries
Portfolio Management and Investment AdviceCorporate, Subsidiary, and Regional Managing OfficesMiscellaneous Financial Investment ActivitiesAbout the role
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
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JOB OVERVIEW
Experience level
Manager
Location
Dallas, TX
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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