Verified recordFinancial Services

Spencer Parrish

Vice President, Financial Planning & Analysis (Fp & a) at Atria Wealth Solutions

Based in Houston, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Houston

Industry

Financial Services

Company size

90

Contact information

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Email

1 credit

s•••••••@atriawealth.com

Phone

5 credits

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Background

About Spencer Parrish

Finance executive with 20+ years of experience delivering data-driven financial leadership in high-growth and acquisition-driven environments. I've led FP & A functions for multimillion-dollar business units, built valuation models supporting major M&A activity, and aligned financial strategy with corporate objectives across diverse teams and business functions. My expertise spans budgeting, forecasting, investment analysis, and performance optimization, with a strong track record of translating complex financial insights into clear, actionable strategies. I’m known for creating high-impact models, driving cost efficiencies, and supporting executive decision-making in dynamic environments. I thrive on building scalable financial frameworks and fostering collaboration across departments to drive smarter business outcomes.

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