FP&A Analyst, Wealth

Integrity Marketing Group; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Integrity Marketing Group seeks an FP&A Analyst to join the Shared Services FP&A team, supporting monthly financial models, budgeting, forecasting, financial modeling and strategic planning. Reports to the Manager of Financial Planning & Analysis.

This role develops planning processes and tools and collaborates cross-functionally with Accounting, Sales Ops, People and Culture, and department leaders to drive growth and provide insights to senior management.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Economics.
• 0-2 years of experience in FP&A or similar field.
• Familiarity with BI tools (Power BI, Tableau) preferred.
• Advanced Excel experience preferred.
• Experience with OneStream and NetSuite is a plus.
• Experience with SQL is preferred but not required.

Responsibilities

• Assist with monthly financial models, performance reviews, and variance analysis vs budget/prior year.
• Participate in annual budget and forecasting for assigned units with variances, initiatives, risks, and opportunities.
• Produce KPI reporting and root-cause KPI trends.
• Develop process improvements to increase efficiency and accuracy.
• Provide financial/strategic support to senior management and leadership with presentations.
• Act as trusted advisor to drive growth and provide analytics guidance.
• Collaborate cross-functionally on budgeting and forecast updates with various teams.
• Develop business cases, scenario analyses, and financial models as needed.
• Identify opportunities to automate planning processes and streamline deliverables.
• Perform ad-hoc analyses for leadership to inform decisions.

Skills

Problem solving

Analytical mindset

Cross-functional collaboration

Attention to detail

Strong work ethic

Education

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

Tools

Power BI

Tableau

Excel

OneStream

NetSuite

SQL

Job description

Job summary

We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. The FP&A Analyst will also play a hands-on role in developing and implementing financial planning processes and tools. This position reports to the Manager of Financial Planning & Analysis.

Responsibilities

• Assists with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.
• Participates in the annual budget and forecasting process for all assigned business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
• Produce KPI reporting and root cause trends in KPIs.
• Develop process improvements to increase efficiency and accuracy.
• Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
• Act as a trusted advisor to the business unit to help drive growth.
• Support and guide business units with analytics and business intelligence tools to enable insights.
• Summarize, document and present analysis findings at various levels of the organization.
• Work cross-functionally with a number of teams across the organization including but not limited to: Accounting team on variance analysis and monthly reporting, Sales ops on revenue modelling and tracking, People and Culture teams on headcount metrics and recruiting, and Department leaders on budgeting and forecast updates from prior months' results.
• 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 forecasted/budgeted to analyze and identify risks and opportunities.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Experience and Skills

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

0-2 years of experience in FP&A, or similar field.

Familiarity with BI tools, such as Power BI and Tableau (preferred).

Advanced Excel experience (preferred).

Financial services experience is a plus.

Familiarity with OneStream and NetSuite (plus).

Experience with SQL (preferred but not required).

Highly motivated problem solver with the ability to think critically.

Self-starter with an innate curiosity and drive to understand Financial Services 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.

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.

Work location

Ability to work in-office full time.

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.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.

Equal Opportunity

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.

Contact

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.