FP&A Senior Consultant - Dallas, TX, United States - Integrity Marketing Shared Services Center

Description

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.

Integrity is driven by a singular purpose:
to help people protect their health and wealth so they can be ready for the good days ahead.

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. We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group.

The FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning.

The FP&A Analyst will also play a "hands-on" role in developing and implementing financial planning processes and tools. This position reports to the Manager of Financial Planning & Analysis.

Assists with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year
~ Participates in the annual budget and forecasting process for all assigned business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
~ Develop process improvements to increase efficiency and accuracy
~ Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
~ Act as a trusted advisor to the business unit to help drive growth
~ Support and guide business units with analytics and business intelligence tools to enable insights
~ Summarize, document and present analysis findings at various levels of the organization
~ Work cross-functionally with a number teams across the orgnization including but not limited to: Accounting team on variance analysis and monthly reporting, Sales ops on revenue modelling and tracking, People and Culture teams on headcount metrics and recruiting, and Department leaders on budgeting and forecast updates from prior months' results
~Develop business cases, scenario analyses, and financial models, as needed
~ Contribute to initiatives to define and improve planning processes, drive automation, and streamline deliverables.
~ Compare actual results with forecasted/budgeted to analyze and identify risks and opportunities.
~ Perform ad-hoc business analysis for leadership team to further inform business decisions.

Bachelor's degree in Business, Accounting, Finance or Economics.
~- 3 years of experience in FP&A, or similar field.
~ Familiarity with BI tools, such as Power BI and Tableau preferred.
~ Advanced Excel experience preferred
~ Experience with SQL preferred but not required.
~ Self-starter with an innate curiosity and drive to understand insurance industry environment and data.
~ Results-oriented and self-directed, able to work independently with minimal supervision.
~ Ability to work in-office full time.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.

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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities

Category:
Finance, Keywords:Financial Planning Analyst, Location:Dallas, TX-75254