Director – Wealth Financial Consolidation & KPI Reporting

About the Role

Integrity Wealth is a multi-business platform, and leadership needs one trusted view of how it performs. We are looking for a Senior Director to own the consolidation of financial and KPI reporting across every wealth business unit, and to make sure 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 our ownership group rely on, and you will be a key collaborator across the business units to help them build the systems and processes to clearly manage the data.  This is a leadership role for someone who combines technical depth in consolidation and FP&A with the influence to set standards across business units that do not directly report to you.

What You Will Do

Consolidated reporting and planning

• Own the consolidated monthly and quarterly financial and KPI reporting package for Integrity Wealth, including P&L, EBITDA, margins, revenue by business unit, and division-level KPIs.

• Lead the consolidated annual budget, rolling forecast, and long-range plan, rolling up BU submissions into a single division view.

• Deliver executive-level commentary on variances, trends, risks, and opportunities across the division, with forward-looking analysis, not only historical results.

• Prepare Board, lender, and sponsor-ready materials and support ad hoc requests from the CFO and executive leadership.

Data verification and BU accountability

• Establish a BU data certification process: each business unit confirms its financial and KPI data is complete and accurate before consolidation.

• Reconcile BU reporting to the general ledger and financial statements in partnership with Accounting; investigate and resolve differences with BU finance teams.

• Review BU submissions for consistency in definitions, mapping, intercompany treatment, and timing; escalate gaps and track remediation to closure.

• Monitor data quality and flag issues early, before they reach executive or Board reporting.

KPI framework and governance

• Own the division-wide KPI dictionary: definitions, calculation methodologies, targets, and data sources, applied consistently across every business unit.

• Maintain the reporting calendar, data-submission standards, and documentation and controls over models, KPI calculations, and consolidation processes.

• Evaluate and implement consolidation, planning, and BI tools; drive standardization and automation of reporting.

Leadership and partnership

• Lead and develop the consolidation and reporting team.

• Partner with BU finance leaders as a trusted colleague, setting standards and improving practices across teams without direct authority.

• Work with Accounting, Data & Analytics, Technology, and Sales and Operations leaders to connect operational activity to financial outcomes.

• Support M&A diligence and the integration of newly acquired businesses into the consolidated reporting structure.

KPIs You Will Oversee

• Financial: revenue growth, gross profit and margin, operating expenses, EBITDA and margin, forecast accuracy, operating leverage, cash flow and liquidity.

• Revenue and business performance: revenue by business unit and advisor group, recurring vs. transactional revenue, advisory revenue and AUM, production trends, retention, concentration, and revenue per advisor.

• Operational: advisor growth, AUM/AUA, account and client growth, productivity, compensation and payout trends, technology and vendor costs, and headcount.

• New / Existing /  Lost advisor NNA tracking, with associated revenue and profit impacts

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• 10+ years of progressive experience in FP&A, corporate finance, or financial reporting, including experience consolidating results across multiple business units or legal entities.

• Experience leading teams and influencing finance partners and business leaders outside your direct reporting line.

• Demonstrated experience designing KPI frameworks and data governance or certification processes.

• Strong understanding of financial statements, account mapping, intercompany eliminations, and reconciliation of management reporting to the general ledger.

• Advanced Excel and financial modeling skills; experience with consolidation, planning, and BI tools such as OneStream, Anaplan, Oracle EPM / Hyperion, Power BI, or Tableau.

• Demonstrated ability to work across multiple BU rollup environments.

• Experience presenting to senior leadership and Boards; ability to explain complex results to non-financial audiences.

• Sound judgment, attention to detail, and ability to manage multiple priorities against executive deadlines.

• Clear ability to utilize AI to solve complex problems at a detailed data level.

Preferred

• Experience in wealth management, RIA, broker-dealer, insurance distribution, or other financial services.

• Experience in a private equity–backed or rapidly growing, multi-entity organization, including sponsor or lender reporting.

• M&A diligence and integration experience.

• CPA, CFA, MBA, or other advanced degree or designation.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.