Senior Director, FP&A - Wealth & Annuities
Insurance Administrative Solutions, L.l.c., Dallas, TX, United States
Senior Director, FP&A - Wealth & Annuities page is loaded## Senior Director, FP&A - Wealth & Annuitieslocations:
Dallas, TXtime type:
Full timeposted on:
Posted Todayjob requisition id:
JR3884**Job Summary:**We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity.
The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Wealth. **Primary Responsibilities:*** Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs.* Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.* Assist with building out financial management processes along with implementing and enhancing financial systems.* Lead the annual budget and forecasting process for ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.* Conduct quarterly and monthly financial reviews with business unit leaders.* Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.* Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business.* Collaborate cross-functionally with Accounting, Business Intelligence & Analytics, People and Culture, and Legal teams* 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 forecasts/budgets to analyze and identify risks and opportunities.* Perform other duties as assigned to support the needs of the team.**Primary Skills & Requirements:*** Bachelor’s degree in Business, Accounting, Finance or Economics.* Over 10 years of experience in FP&A or a related field, including 3–5 years managing teams.* Extensive experience with BI tools (Power BI, Tableau), MS Excel for handling complex data sets, and familiarity with ERP systems (OneStream, Oracle EPM/HFM).* Proven ability to develop executive-level presentations and reports for senior leadership, including Board of Directors meetings.* Demonstrated leadership in building, managing, and developing high-performing finance teams.* Expertise in financial planning, forecasting, statistical reporting, cash flow analysis, acquisition activity, and new business planning across diverse business units.* Excellent analytical and financial modeling skills, with a strong emphasis on accuracy, attention to detail, and high standards of precision.* Collaborative and team-oriented, with strong cross-functional communication skills and a focus on alignment, customer service, and business objectives.**About Integrity****Integrity** is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. **Integrity** is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.**Integrity** **Integrity,** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.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. For more information, visit .*Integrity, LLC is an Equal Opportunity employer. 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, LLC will provide reasonable accommodations for qualified individuals with disabilities.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr
Dallas, TXtime type:
Full timeposted on:
Posted Todayjob requisition id:
JR3884**Job Summary:**We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity.
The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Wealth. **Primary Responsibilities:*** Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs.* Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.* Assist with building out financial management processes along with implementing and enhancing financial systems.* Lead the annual budget and forecasting process for ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.* Conduct quarterly and monthly financial reviews with business unit leaders.* Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.* Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business.* Collaborate cross-functionally with Accounting, Business Intelligence & Analytics, People and Culture, and Legal teams* 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 forecasts/budgets to analyze and identify risks and opportunities.* Perform other duties as assigned to support the needs of the team.**Primary Skills & Requirements:*** Bachelor’s degree in Business, Accounting, Finance or Economics.* Over 10 years of experience in FP&A or a related field, including 3–5 years managing teams.* Extensive experience with BI tools (Power BI, Tableau), MS Excel for handling complex data sets, and familiarity with ERP systems (OneStream, Oracle EPM/HFM).* Proven ability to develop executive-level presentations and reports for senior leadership, including Board of Directors meetings.* Demonstrated leadership in building, managing, and developing high-performing finance teams.* Expertise in financial planning, forecasting, statistical reporting, cash flow analysis, acquisition activity, and new business planning across diverse business units.* Excellent analytical and financial modeling skills, with a strong emphasis on accuracy, attention to detail, and high standards of precision.* Collaborative and team-oriented, with strong cross-functional communication skills and a focus on alignment, customer service, and business objectives.**About Integrity****Integrity** is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. **Integrity** is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.**Integrity** **Integrity,** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.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. For more information, visit .*Integrity, LLC is an Equal Opportunity employer. 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, LLC will provide reasonable accommodations for qualified individuals with disabilities.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr