Senior FP&A Analyst

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity Marketing Group is seeking a Senior FP&A Analyst to join our Shared Services FP&A team in Dallas. You will lead annual and quarterly planning, build budgets, perform forecasting, and develop financial models to support strategic decisions.

The role partners with business unit leaders and finance leadership to implement planning tools, including OneStream. The ideal candidate has 4+ years in financial planning and analysis, strong Excel skills, and experience with forecasting and data

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum 4 years in financial planning, analysis, and budgeting, preferably in a senior or managerial role.
• Strong analytical and problem‑solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
• Proficient in financial modeling, forecasting techniques, and advanced Excel functions.

Responsibilities

• Lead annual and quarterly planning and forecasting for assigned business units, including budgets, forecast, and long‑term strategic plans.
• Collaborate with department heads to establish and manage the budgeting process, ensuring timely submission.
• Conduct comprehensive financial analysis to support business decisions, identify trends, and provide insights.
• Develop and maintain financial reports, dashboards, and KPIs to track performance and present findings to senior management.
• Assist in development of long‑term strategic plans and financial models to support growth initiatives.
• Identify opportunities to enhance financial planning processes and tools.

Skills

Analytical skills

Advanced Excel

Financial modeling

Forecasting

Communication

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

OneStream

NetSuite

Job description

Job Description We are seeking a highly skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The Senior FP&A Analyst will be part of the Shared Services FP&A team and serve as the primary FP&A partner for assigned business units. Key responsibilities include financial and business analysis, annual and quarterly budgeting and forecasting, financial modeling, and strategic decision support. The Senior FP&A Analyst will also play a “hands‑on” role in developing and implementing financial planning processes and tools with finance leadership and individual business unit managing partners. This position reports to the Manager of Financial Planning & Analysis.

Responsibilities

• Financial Planning: Lead annual and quarterly planning and forecasting process for assigned business units, including the preparation of budgets, forecast, and long‑term strategic plans in partnership with business units managing partners.
• Budgeting and Forecasting: Collaborate with department heads to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs. Perform ongoing forecasting and variance analysis to provide insights into financial performance.
• Financial Analysis: Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth. Analyze key performance indicators (KPIs) and provide actionable insights to improve overall company performance.
• Reporting and Dashboards: Develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals. Present findings to senior management, providing clear and concise explanations and recommendations.
• Strategic Planning: Assist in the development of long‑term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives. Evaluate investment opportunities and assess their financial viability.
• Continuous Improvement: Identify opportunities to enhance financial planning processes, tools, and systems. Drive process improvements to increase efficiency, accuracy, and quality of financial analysis. Maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool, OneStream.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum of 4 years of experience in financial planning, analysis, and budgeting, preferably in a senior or managerial role.
• Strong analytical and problem‑solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
• Proficient in financial modeling, forecasting techniques, and advanced Excel functions.
• Experience with financial planning software (e.g., OneStream, NetSuite) is desirable.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non‑financial stakeholders.
• Detail‑oriented with a high degree of accuracy and the ability to meet tight deadlines.
• Proactive mindset, self‑motivated, and ability to work independently as well as collaboratively in a team‑oriented environment.

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.

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.

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.

For more information, visit Integrity.com.

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