Sr Manager, FP&A Health

Integrity Marketing Group; Dallas (TX); On-site; USD 140,000 - 200,000; Full time

Job summary

Integrity Marketing Group is seeking a highly skilled FP&A Senior Manager to join the Shared Services FP&A team. You will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for the Health division.

Responsibilities include managing a team of FP&A Analysts, owning revenue forecasting, and supporting senior management with financial presentations.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• 7+ years of FP&A experience.
• 4+ years of leading and developing teams.

Responsibilities

• Lead FP&A Analysts supporting Health Insurance Business Units and manage revenue forecasting for Health division.
• Own planning processes: forecasting, budgeting, long-range planning, and financial consolidation.
• Develop business cases, scenarios and models; drive automation and improved planning processes.
• Prepare financial presentations for senior management and executives.

Skills

FP&A experience

Forecasting

Budgeting

Financial reporting

Leadership

OneStream

Power BI

SQL

Education

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

Tools

OneStream

Oracle Fusion

Power BI

Tableau

SQL

Job description

Job Summary

Job summary: We are seeking a highly skilled FP&A Senior Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Senior Manager 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 key businesses in our Health division for Integrity Marketing Group.

Job Responsibilities

Let’s talk job responsibilities: Manage and train a team of FP&A Analysts supporting the Health Insurance Business Units, while fostering high performance. Own revenue forecasting as a core focus of this role for the Health division’s business units, including building and maintaining revenue models, monitoring key revenue drivers and trends, and partnering with business unit leaders to ensure forecast accuracy. Assist the FP&A Senior Director in leading core financial processes related to Forecasting, Budgeting, Long Range Planning, Financial Reporting and Analysis. Own the implementation of the planning process, milestones and consolidation of data.

• Produce KPI reporting and root cause trends in KPIs.
• 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.
• Support executive reporting and the related period-end discussions with business leaders.
• Work cross-functionally with the: Accounting team on variance analysis and monthly reporting.
• Business Intelligence & Analytics team on revenue modelling, KPIs, metrics and other business drivers.
• People and Culture teams on headcount metrics, compensation & benefits analysis, and workforce planning.
• Department leaders on annual planning and forecasting.
• 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/annual operating plans to analyze and identify risks and opportunities.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Your Experience and Skills

Bachelor’s degree in Business, Accounting, Finance or Economics. 7+ years of experience in FP&A, or similar field. 4+ years of demonstratable experience managing and leading high functioning teams.

Experience Preferences

• Strong understanding of Medicare Advantage strongly preferred.
• Broader experience with Medicare, Medicare Supplement (Med Supp), or ACA is also valued.
• Understanding of distribution within the health insurance industry, including the role brokers and agents play in driving business, strongly preferred.

Technical

• Excellent analytical and financial modeling skills with high attention to detail.
• Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
• High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources.
• Familiarity with Oracle Fusion and Enterprise Performance Management platform is a plus.
• Proficiency with BI tools, such as Power BI and Tableau.
• Experience with SQL preferred but not required.

Soft Skills

• Highly motivated problem solver with the ability to think critically.
• Self-starter with an innate curiosity and drive to understand industry trends.
• 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.
• Excellent written, verbal, quantitative, and presentation skills; collaborative and organized.
• High standards of accuracy and precision with a strong attention to detail.
• Excellent interpersonal skills, and a strong work ethic.

Management

Strong leadership abilities, with experience in coaching and developing a team of financial professionals. Exceptional emotional intelligence coupled with a profound enthusiasm for instructing and mentoring individuals. Ability to work in-office full time.

About Integrity

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.