Senior Manager, Finance

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

Insurance Administrative Solutions, L.L.C. is seeking a Sr. Finance Manager to oversee finance and accounting activities. This role directs critical financial functions including reporting, controls, and budgeting while requiring a strong background in finance or accounting and excellent analytical skills.

Qualifications

• Minimum of [Number] years of experience in a Controller or similar role.
• Strong understanding of accounting principles and financial regulations.
• Experience in financial reporting, budgeting, and forecasting.

Responsibilities

• Direct corporate accounting department activities for timely financial reports.
• Manage accounts payable and receivable to ensure accuracy.
• Maintain systems and controls verifying integrity of processes and data.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in accounting or finance

CPA or relevant professional certification

Job description

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its broad partner network of agents and advisors, Integrity helps millions of Americans protect their life, health, and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. Providing best-in-class service to our clients and consumers is at the center of Integrity’s holistic approach to life, health, and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings.

Integrity Wealth is Integrity’s family of wealth management and retirement planning companies. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets.

As the Sr. Finance Manager, you will provide oversight of the finance and accounting department activities, providing information, primarily financial in nature, about all company activities that will assist management, its’ shareholders and other users in making educated economic decisions about the company’s future.

• Direct the activities of the corporate accounting department for the accurate and timely dissemination of fiscal management reports including, but not limited to, internal and external financial statements and annual audits and annual budgets, and oversight and consolidation of monthly/annual financial statements.
• Direct the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash control.
• Direct the activities of the accounts receivable department to ensure the accurate and timely management of all accounts receivable aging components including billings, cash receipts application and customer service.
• Establish and maintain systems and controls that verify the integrity of all systems, processes, and data, and enhance the company’s value.
• Respond to CFO as assigned with accurate and timely work to facilitate financial needs.
• Other duties as assigned.

Qualifications:

• Bachelor’s degree in accounting or finance.
• CPA or other relevant professional certification (e.g., CMA, CIA).
• Minimum of [Number] years of experience in a Controller or similar role, preferably in the wealth management or financial services industry.
• Strong understanding of accounting principles, financial regulations, and internal controls.
• Experience in financial reporting, budgeting, and forecasting.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

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.

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

About Us

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.