Dallas-Based FP&A Director, Wealth & Annuities

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation package

Benefits for employees and families

Opportunities for career acceleration

Job summary

A leading insurance distributor in Dallas seeks a highly skilled Senior Director of FP&A. This role involves leading a team, managing financial planning and analysis, and collaborating across functions to drive business efficiency. Candidates should have 10+ years in FP&A and proven leadership experience. The position offers a competitive compensation package and the opportunity to grow in a dynamic company culture.

Qualifications

• 10+ years of FP&A experience, including 3-5 years of leadership.
• Expertise in financial planning, forecasting, statistical reporting, cash flow analysis.
• Strong analytical and financial modeling skills.

Responsibilities

• Lead and oversee FP&A team towards high performance.
• Prepare monthly financial models and conduct variance analysis.
• Assist with budget and forecasting processes across business units.

Skills

FP&A management

Financial analysis

Leadership

Power BI

Tableau

MS Excel

Communication

Education

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

Tools

OneStream

Oracle EPM/HFM

Job description

A leading insurance distributor in Dallas seeks a highly skilled Senior Director of FP&A. This role involves leading a team, managing financial planning and analysis, and collaborating across functions to drive business efficiency. Candidates should have 10+ years in FP&A and proven leadership experience. The position offers a competitive compensation package and the opportunity to grow in a dynamic company culture.