Senior Director, FP&A- Health

Integrity; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation package

Family-like environment

Professional growth opportunities

Job summary

A leading independent insurance distributor located in Dallas, Texas is seeking an experienced FP&A Senior Director to lead financial planning and analysis efforts within the organization. This role requires over 10 years of experience in FP&A, strong leadership skills, and proficiency in BI tools including Power BI and Tableau. The successful candidate will manage a team, develop financial models, and support senior management on strategic financial decisions. A competitive compensation package is offered along with opportunities for professional development.

Qualifications

• Over 10 years of experience in FP&A or similar field.
• 3-5 years of experience managing teams.
• Experience developing executive-level presentation materials.

Responsibilities

• Lead and oversee a team of FP&A managers and analysts.
• Conduct financial reviews with business unit leaders.
• Prepare financial presentations for senior management.

Skills

Financial planning and analysis

Leadership

BI tools proficiency

MS Excel expertise

Analytical skills

Education

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

Tools

Power BI

Tableau

OneStream

Oracle EPM

Job description

Summary

We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity. The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Insurance.

Responsibilities

• Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs.
• Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.
• Assist with building out financial management processes along with implementing and enhancing financial systems.
• Lead the annual budget and forecasting process for ~100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
• Conduct quarterly and monthly financial reviews with business unit leaders.
• Maintain, enhance, and contribute to continuous improvement of the FP&A reporting & modelling tool, OneStream.
• Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
• Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business.
• Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses.
• Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management.
• Work cross-functionally with the:
  • Accounting team on variance analysis and monthly reporting.
  • Business Intelligence & Analytics team on revenue modelling and tracking (as necessary).
  • People and Culture team on headcount metrics and recruiting.
  • Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes.
• 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 forecasts/budgets to analyze and identify risks and opportunities.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• Over 10 years of experience in FP&A, or similar field.
• 3 – 5 years of experience managing teams.
• High Proficiency with BI tools, such as Power BI and Tableau.
• High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources.
• Experience developing executive-level presentation materials for Board of Directors meetings and senior executives.
• Prior experience leading, developing, and growing a high-performing team of finance professionals.
• Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units.
• Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
• Excellent analytical and financial modelling skills with high attention to detail.
• Insurance experience is a plus.
• Familiarity with OneStream, Oracle EPM (HFM), etc. is a plus.
• Highly motivated problem solver with the ability to think critically.
• Self-starter with an innate curiosity and drive to understand insurance 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.
• Team oriented, with a strong customer and business focus.
• 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.
• Ability to work onsite full time with flexibility as business needs evolve.

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.