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Integrity · 3 hours ago

Senior FP&A Analyst-2

Dallas, TX

Full-time

Onsite

Senior Level

6+ years exp

Integrity Marketing Group is a leading independent distributor of insurance products, focusing on a broad and innovative approach to serving agents and clients. They are seeking a highly skilled Senior FP&A Analyst to support financial planning efforts, including budgeting, forecasting, and strategic planning, while also enhancing financial processes and tools.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

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

Collaborate with department heads to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs

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

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

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

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

Qualification

Financial PlanningFinancial AnalysisFinancial ModelingAdvanced ExcelOneStreamBudgetingProactive MindsetCommunication SkillsProblem-SolvingDetail-Oriented

Required

Bachelor's degree in Finance, Accounting, Economics, or related field

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

Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders

Detail-oriented with a high degree of accuracy and the ability to meet tight deadlines

Proactive mindset, self-motivated, and ability to work independently as well as collaboratively in a team-oriented environment

Preferred

MBA or advanced professional certification (CFA, CPA) is a plus

Experience with financial planning software (e.g., OneStream, NetSuite) is desirable

Benefits

Competitive compensation package

Benefits that make work more fun and give you and your family peace of mind

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees