FP&A Senior Analyst - 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 skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group.

The Senior 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 Senior 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.


Financial Planning:

Support the development and execution of the annual financial planning process, including the preparation of budgets, forecasts, and long-term strategic plans.

Perform ongoing forecasting and variance analysis to provide insights into financial performance.

Financial Analysis:

Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth.

Analyze key performance indicators (KPIs) and provide actionable insights to improve overall company performance.

Reporting and Dashboards:
Develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals. Present findings to senior management, providing clear and concise explanations and recommendations.

Strategic Planning:

Assist in the development of long-term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives.

Evaluate investment opportunities and assess their financial viability.
Identify opportunities to enhance financial planning processes, tools, and systems. Drive process improvements to increase efficiency, accuracy, and quality of financial analysis.
Maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool, OneStream.

Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or advanced professional certification (CFA, CPA) is a plus.

Minimum of 6 years of experience in financial planning, analysis, and budgeting, preferably in a senior or managerial role.

Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
Proficient in financial modeling, forecasting techniques, and advanced Excel functions. Experience with financial planning software (e.g., Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.

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