Senior Finance Integration Analyst - Hybrid (Atlanta, GA.)

Digital Insurance LLC; Atlanta (GA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

A leading company in the insurance sector is seeking a Senior Finance Integration Analyst to oversee financial integrations of new offices. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects efficiently. The ideal candidate will guide teams through complex changes, ensuring seamless transitions and effective collaboration with finance teams. Join a diverse and supportive workplace that values growth and professional development.

Benefits

Health Insurance

Retirement Benefits

Paid Time Off

Professional Development

Qualifications

• 2-4 years of experience in Finance, Accounting, M&A, or related areas.
• Expertise in Excel; proficiency in Word, Outlook, PowerPoint.

Responsibilities

• Lead financial integrations for new offices.
• Facilitate finance training for new offices.
• Manage timelines and drive accountability.

Skills

Analytical Skills

Problem-Solving

Communication

Project Management

Education

Bachelor’s degree in Business, Accounting, Finance

MBA

CPA

CFA

Tools

Excel

Word

Outlook

PowerPoint

Job description

Senior Finance Integration Analyst - Hybrid (Atlanta, GA.)

Apply locations Atlanta, GA | Full time | Posted Today | Requisition ID: R7229

Are you looking to accelerate your career while embracing your authentic self? At OneDigital, we are committed to helping people do their best work and live their best lives. Our culture celebrates diversity, growth, and support, making us a place where everyone can thrive.

Must be eligible to work in the United States without sponsorship.

Our Newest Opportunity:

Summary:

As a Senior Finance Integration Analyst, you will oversee the seamless integration of newly acquired offices into OneDigital’s financial operations. You will serve as a guide and problem solver, helping offices navigate complex changes and collaborating with cross-functional finance teams. This role requires attention to detail, project management skills, and the ability to build trust during high-pressure phases of acquisitions.

Essential Duties and Responsibilities:

• Lead financial integrations for new offices, ensuring accurate and timely transition of revenue, expenses, and processes into OneDigital’s systems.
• Act as the primary contact for offices during integration, providing professionalism and responsiveness.
• Facilitate finance training for new offices to ensure understanding of integration processes and ongoing operations.
• Support office leaders by reducing finance-related burdens through structured support and handoffs.
• Manage timelines, identify roadblocks, enforce deadlines, and drive accountability.
• Collaborate with finance teams to resolve issues and ensure smooth transitions.
• Interpret diligence work to design tailored integration roadmaps.
• Review and validate monthly financial results post-integration.
• Report on integration status to senior leaders, highlighting progress and risks.
• Provide strategic insights into integration challenges, applying industry best practices.

Qualifications, Skills, and Requirements:

• Strong analytical skills and big-picture thinking.
• Ability to coach and guide team members.
• High accuracy and attention to detail.
• Problem-solving skills for deviations from standard processes.
• Empathy and desire to assist during transition periods.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects and priorities efficiently.

Education, Training, and Experience:

• Bachelor’s degree in Business, Accounting, Finance, or related field.
• 2-4 years of experience in Finance, Accounting, M&A, or related areas.
• MBA, CPA, or CFA preferred.
• Expertise in Excel; proficiency in Word, Outlook, PowerPoint.
• Experience in insurance brokerage or retirement/wealth management is a plus.

Your compensation will depend on your skills, education, experience, and location. We offer benefits including health, retirement, paid time off, and professional development. For more info, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer committed to diversity, equity, and inclusion. We celebrate differences and ensure our workplace is respectful and supportive for all employees.

We utilize AI in our recruitment process to enhance efficiency, but human judgment remains central. You may opt out of AI-based screening where laws permit.

Thank you for your interest in joining our team!