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Integrity · 21 hours ago

Senior Director, FP&A- Health

Dallas, TX

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. They are seeking a highly skilled FP&A Senior Director to lead financial planning and analysis, forecasting, budgeting, and consolidated management reporting for the company.

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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 ~100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc

Conduct quarterly and monthly financial reviews with business unit leaders

Maintain, enhance, and contribute to continuous improvement of the FP&A reporting & modelling tool, OneStream

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

Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses

Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management

Work cross-functionally with the:

+ Accounting team on variance analysis and monthly reporting

+ Business Intelligence & Analytics team on revenue modelling and tracking (as necessary)

+ People and Culture team on headcount metrics and recruiting

+ Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes

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

Other duties as assigned

Qualification

FP&A experienceFinancial modelingTeam managementPower BITableauMS ExcelOneStreamAnalytical skillsInterpersonal skillsPresentation skillsProblem-solvingCollaboration skills

Required

Bachelor's degree in Business, Accounting, Finance or Economics

Over 10 years of experience in FP&A, or similar field

3 – 5 years of experience managing teams

High Proficiency with BI tools, such as Power BI and Tableau

High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources

Experience developing executive-level presentation materials for Board of Directors meetings and senior executives

Prior experience leading, developing, and growing a high-performing team of finance professionals

Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units

Comprehensive knowledge of accounting and finance concepts as well as ERP systems

Excellent analytical and financial modeling skills with high attention to detail

Highly motivated problem solver with the ability to think critically

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

Cross-functional collaboration skills to promote alignment across the organization

Team oriented, with a strong customer and business focus

High standards of accuracy and precision with a strong attention to detail

Excellent interpersonal skills, and a strong work ethic

Excellent written, verbal, quantitative, and presentation skills; collaborative and organized

Ability to work onsite full time with flexibility as business needs evolve

Preferred

Insurance experience is a plus

Familiarity with OneStream, Oracle EPM (HFM), etc. is a plus

Benefits

Competitive compensation package

Benefits that make work more fun

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