Financial Planning & Analysis Manager- Corporate

integritymarketing; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Integrity, headquartered in Dallas, Texas, seeks an experienced FP&A Manager to lead the financial planning and analysis function. This role oversees budgeting, forecasting, and reporting, translating data into actionable insights for senior leadership.

Collaborate with executives to drive strategies, build financial models, and guide decision-making. A strong background in Power BI/Tableau, Excel, ERP systems, and cross-functional leadership is essential for success.

Qualifications

• 7+ years of FP&A experience.
• Advanced proficiency in BI tools (Power BI, Tableau) and MS Excel; familiarity with OneStream, NetSuite, and SQL is a plus.
• Strong accounting, finance, and ERP systems knowledge.

Responsibilities

• Provide strategic financial support to senior management and business unit leaders, including preparing presentations and handling special projects.
• Collaborate with the FP&A Director to drive core financial processes, including forecasting, budgeting, long-range planning, and consolidated financial reporting.
• Own the implementation, milestones, and data consolidation for financial planning processes.
• Produce KPI reports, analyze trends, and identify root causes impacting key performance indicators.
• Maintain and continuously improve FP&A reporting and modeling tools, with a focus on OneStream.
• Support executive reporting and lead period-end discussions with business leaders to inform decision-making.
• Work cross-functionally with Accounting, Sales Ops, People & Culture, and department leaders.
• Develop business cases, perform scenario analyses, and build financial models; drive process improvement and risk/opportunity identification.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Skills

Power BI

Tableau

MS Excel

SQL

Leadership

Financial modeling

OneStream

NetSuite

Education

Bachelor's degree in Business/Accounting/Finance/Economics

Tools

OneStream

NetSuite

ERP systems

Job description

Job summary

The FP&A Manager leads the financial planning and analysis function, providing strategic insights that drive business performance. This role is responsible for overseeing budgeting, forecasting, and financial reporting processes, while partnering with senior leadership to guide decision-making. The FP&A Manager translates complex financial data into actionable recommendations, supports long-term planning, and ensures alignment between financial goals and operational execution. As a key business advisor, they also manage financial models, evaluate performance metrics, and contribute to the development of financial strategies.

Let’s talk job responsibilities

• Provide strategic financial support to senior management and business unit leaders, including preparing presentations and handling special projects.
• Collaborate with the FP&A Director to drive core financial processes, including forecasting, budgeting, long-range planning, and consolidated financial reporting.
• Own the implementation, milestones, and data consolidation for financial planning processes.
• Produce KPI reports, analyze trends, and identify root causes impacting key performance indicators.
• Maintain and continuously improve FP&A reporting and modeling tools, with a focus on OneStream.
• Support executive reporting and lead period-end discussions with business leaders to inform decision-making.
• Work cross-functionally with Accounting (variance analysis), Sales Ops (revenue modeling), People & Culture (headcount metrics), and department leaders (budget and forecast updates).
• Develop business cases, perform scenario analyses, and build financial models; drive process improvement, automation, and risk/opportunity identification by comparing actual results to forecasts and budgets.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Your experience and skills

• Bachelor's degree in Business, Accounting, Finance or Economics.
• 7+ years of experience in FP&A, or similar field.
• Advanced proficiency in BI tools (Power BI, Tableau), MS Excel, and strong knowledge of accounting, finance, and ERP systems; familiarity with OneStream, NetSuite, and SQL is a plus.
• Demonstrated leadership skills, including coaching, developing, and mentoring high-performing financial teams, with exceptional emotional intelligence and interpersonal abilities.
• Excellent analytical and financial modeling skills, with a keen attention to detail and high standards of accuracy and precision.
• Highly motivated, results-oriented problem solver with a strong drive to understand complex business environments, especially within the insurance industry.
• Outstanding collaboration and communication skills, with the ability to work cross-functionally, present effectively, and maintain a strong customer and business focus.

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.