Director, FP&A & KPI Reporting – Wealth – IA

Integrity; Urbandale (IA); On-site; USD 120,000 - 180,000; Full time

Job summary

Integrity, a leading independent distributor in life, health and wealth insurance, seeks a Director of FP&A & KPI Reporting for Wealth in Urbandale, IA. The role directs all finance functions, aligning financial strategy with organizational goals and ensuring robust controls.

The candidate will lead financial planning, reporting, and cross-functional collaboration with Operations, Marketing, HR, and IT. A strong GAAP/regulatory background and 10+ years of experience are required to drive

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 10+ years of progressive experience in finance, accounting, or a related discipline.
• Prior leadership or management experience required.

Responsibilities

• Establish and maintain internal controls to monitor assets, capital investments, cost management, and liquidity.
• Partner with senior leadership on accounting and financial reporting, including monthly, quarterly, and annual financial statements.
• Analyze and interpret financial metrics such as asset ratios, break-even analysis, profit margins, operating costs, and overall financial performance.
• Provide financial insights and communicate with cross-functional teams including Operations, Marketing, HR, and IT regarding budgets, ROI, and project investments.
• Ensure accurate and timely financial reporting in compliance with applicable regulations (e.g., GAAP, FASB, SEC).
• Prepare for audits and ensure documentation meets all regulatory and compliance standards.
• Lead and direct finance teams, including oversight of subordinate managers and staff.
• Oversee personnel management activities such as hiring, performance management, and employee development.
• Contribute to organizational strategy through financial planning, goal setting, and decision support in partnership with executive leadership.
• Develop and implement departmental policies, procedures, and practices that significantly impact the organization.

Skills

Financial leadership

Strategic financial planning

Cross-functional collaboration

Regulatory knowledge

Education

Bachelor’s degree in Finance/Accounting/Business

Job description

Director, FP&A & KPI Reporting – Wealth – IA### Director, FP&A & KPI Reporting – Wealth – IAApply: Urbandale, IA: Full time: Posted Yesterday: JR4994**Job Summary:**The Director of Finance is responsible for directing all financial functions of the organization, ensuring financial integrity, strategic alignment, and operational efficiency across all departments.**Let’s talk job responsibilities:*** Establish and maintain internal controls to monitor assets, capital investments, cost management, and liquidity.* Partner with senior leadership on accounting and financial reporting, including monthly, quarterly, and annual financial statements.* Analyze and interpret financial metrics such as asset ratios, break-even analysis, profit margins, operating costs, and overall financial performance.* Provide financial insights and communicate with cross-functional teams including Operations, Marketing, HR, and IT regarding budgets, ROI, and project investments.* Ensure accurate and timely financial reporting in compliance with applicable regulations (e.g., GAAP, FASB, SEC).* Prepare for audits and ensure documentation meets all regulatory and compliance standards.* Lead and direct finance teams, including oversight of subordinate managers and staff.* Oversee personnel management activities such as hiring, performance management, and employee development.* Contribute to organizational strategy through financial planning, goal setting, and decision support in partnership with executive leadership.* Develop and implement departmental policies, procedures, and practices that significantly impact the organization.**Your experience and skills:*** Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.* 10+ years of progressive experience in finance, accounting, or a related discipline.* Prior leadership or management experience required.* Extensive knowledge of financial principles, reporting standards, and regulatory requirements.**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** offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At **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.com.*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.*