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Integrity · 7 hours ago

Senior Financial Analyst

Fort Wayne, IN

Full-time

Onsite

Mid, Senior Level

4+ years exp

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. The Senior Financial Analyst will support FP&A and serve as a financial partner across the organization, focusing on financial analysis, budgeting, and reporting to aid in decision making.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Prepare incentive compensation calculations for the organization. Communicate results to applicable leaders and payroll for processing. Partner with leaders on plan creation, modeling, analysis, and documentation as needed. Track plan participants and updates as needed

Complete review and analysis of margin, revenue, and production data. Prepare monthly reporting to share with leadership. Support the Director, FP&A with monthly financial result meetings

Complete monthly/quarterly/annual financial analysis

Regularly perform profitability and margin analysis to aid in decision making

Lead the annual budget process and compile the company’s financial plan

Work with business leaders on annual sales/revenue forecasts. Prepare regular forecasts for communication with leadership

Assist with ad hoc financial modeling, analysis, and strategic planning initiatives

Leverage available technology (Excel, Power BI, etc.) to lead the creation of financial reports and dashboards. Serve as the liaison with the IT and others to maintain current and develop new reporting

Be comfortable leading upwards and making recommendations to decision makers

Qualification

Financial AnalysisAdvanced ExcelBudgetingFinancial ModelingPower BIProcess-drivenSelf-starterAdaptable

Required

Bachelor of Science in Accounting and 4+ years of experience are required

Advanced Microsoft Excel experience is required

Process-driven

Self-starter

Naturally curious and inquisitive, inclined to dig deeper

Enjoy working in a fast-paced environment and is adaptable

Able to work in Excel with large amounts of data and subsequently summarize relative information for leaders and peers

Preferred

Microsoft Power BI experience is preferred

Benefits

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

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