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Integrity Marketing Group LLCCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining financial models for acquisitions, including valuation benchmarks and performance tracking. Proficient in financial analysis, reporting, and cross-functional collaboration within wealth management and advisory contexts.
Highest-signal resume keywords
Financial ModelingValuation Benchmark DevelopmentExpert-Level Excel ProficiencyM&A Transaction ExperienceCross-Functional Collaboration
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Build and maintain buy-side acquisition models for wealth management and advisory firms
- Audit and rebuild seller-provided models and adjusted EBITDA bridges
- Reconcile management projections to quality-of-earnings findings and normalize financial items
- Produce accretion/dilution, IRR, MOIC, DCF, and payback analyses for investment committee recommendations
- Model advisor recruitment and transition assistance economics
- Develop valuation benchmarks using public comparables, precedent transactions, and private market data
- Monitor cost of capital, credit markets, and deal structures to advise bid strategy
- Own the acquisition pipeline tracker and produce recurring leadership reporting
- Prepare indicative offers, LOI economics, term sheet summaries, and management presentations
- Coordinate diligence across finance, legal, compliance, and operations
- Track post-close performance against underwriting assumptions and apply findings to future models
- Engage directly with prospective sellers, advisor teams, and intermediaries
- Manage, train, and develop FP&A Analysts
- Support annual planning, budgets, forecasts, long-range plans, and variance analysis
- Produce KPI reporting and root-cause analysis for AUM, net flows, advisor productivity, retention, and margins
- Maintain and enhance the FP&A reporting and modeling environment, including OneStream
- Prepare dashboards for monthly business reviews and Board reporting
- Monitor macroeconomic, industry, and regulatory developments affecting wealth management
- Conduct competitive analysis of products, platforms, and acquisition strategies
- Perform ad hoc analysis for pricing, resourcing, compensation, and capital allocation decisions
- Develop reusable templates and model architecture for underwriting, pipeline reporting, and planning
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- Four or more years of directly relevant experience typically developing capability across corporate development, investment banking, transaction advisory, private equity, or FP&A with substantive M&A exposure
- Demonstrated ability to build three-statement and transaction models from scratch, including purchase accounting, earnout mechanics, and pro forma consolidation
- Working fluency in comparable company analysis, precedent transactions, DCF, and LBO mechanics
- Practical understanding of how capital markets conditions affect private company multiples
- Expert-level Excel proficiency, including large multi-source datasets and auditable models
- Strong analytical and problem-solving judgment
- Excellent written, verbal, and presentation skills
- High accuracy and attention to detail; ability to meet transaction-driven deadlines
- Ability to manage multiple concurrent live workstreams with minimal supervision
- Capacity to coach and develop others
- Cross-functional collaboration skills and strong commercial orientation
- Experience directing or reviewing others’ work
- Ability to work in-office full time
- Preferred: direct acquisition underwriting or execution experience; team management; MBA, CFA, or CPA; wealth management, RIA, broker-dealer, or insurance distribution experience; Bloomberg, FactSet, PitchBook, or Capital IQ; OneStream, NetSuite, Power BI, Tableau, and SQL; post-merger integration and advisory-practice onboarding experience
Benefits
Comp & perks- Competitive compensation package
- Benefits for employees and their families
- Professional opportunities and career acceleration
- Family-like work environment
- Reasonable accommodations for qualified individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Three-Statement ModelingComparable Company AnalysisDCF AnalysisLBO MechanicsPurchase AccountingEarnout MechanicsPro Forma ConsolidationKPI ReportingRoot-Cause AnalysisVariance Analysis
Soft Skills
Analytical JudgmentProblem-SolvingAttention to DetailCoaching and DevelopmentCommunication Skills
Tools & Technologies
OneStreamBloombergFactSetPitchBookCapital IQNetSuitePower BITableauSQL
Certifications & Qualifications
MBACFACPA
Industry Keywords
Wealth ManagementRIABroker-DealerInsurance DistributionPrivate EquityCorporate DevelopmentInvestment BankingTransaction AdvisoryFP&APost-Merger Integration