FP&A Manager, Wealth Strategy & Corporate Development

Location: Scottsdale, Arizona; ability to work in-office full time required.

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus, serving independent agents and clients nationwide.

What you will do

• Build and maintain buy-side acquisition models for wealth management and advisory firms, including purchase price allocation, sources and uses, earnouts, contingent consideration, equity rollovers, and pro forma consolidation.
• Audit seller models and adjusted EBITDA bridges, reconcile projections to quality of earnings findings, and produce accretion/dilution, IRR, MOIC, DCF, and payback analyses.
• Manage acquisition pipelines, valuation benchmarks, indicative offers, LOI economics, term sheets, management presentations, and diligence across finance, legal, compliance, and operations.
• Engage directly with prospective sellers, advisors, intermediaries, executives, and firm principals throughout the deal cycle.
• Lead budgeting, forecasting, KPI reporting, Board reporting, market intelligence, competitive analysis, and post-close performance reviews for the Wealth division.
• Manage, train, review, and develop FP&A Analysts while improving transaction-modeling, valuation, reporting, and planning processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 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, with practical understanding of capital markets and private-company multiples.
• Expert-level Excel skills, including working with large multi-source datasets and building auditable, operable models.
• Experience across corporate development, investment banking, transaction advisory, private equity, or FP&A with substantive M&A exposure; typically four or more years of directly relevant experience. Shorter experience may be considered when the required competency is demonstrated.
• Experience directing or reviewing the work of others, with the ability to coach and develop analysts.
• Strong analytical, problem-solving, written, verbal, presentation, collaboration, commercial, accuracy, and attention-to-detail skills.
• Ability to manage multiple concurrent live workstreams with minimal supervision and meet transaction-driven deadlines.
• Ability to work in-office full time.

Nice to have

• Hands-on experience underwriting or executing acquisitions.
• Prior experience managing and developing a team of financial professionals.
• MBA, CFA, or CPA designation.
• Experience in wealth management, RIA, broker-dealer, or insurance distribution.
• Experience with Bloomberg, FactSet, PitchBook, or Capital IQ.
• Familiarity with OneStream, NetSuite, Power BI, or Tableau.
• Experience with SQL.
• Exposure to post-merger integration and onboarding acquired advisory practices.

Culture & Benefits

• Family-like work environment with a people-first culture.
• Professional development and career advancement opportunities in a hyper-growth company.
• Competitive compensation package and benefits supporting employees and their families.
• Equal opportunity employer providing reasonable accommodations for qualified individuals with disabilities.