Strategic FP&A Director | KPI & Financial Insights

Integrity; Urbandale (IA); On-site; USD 120,000 - 180,000; Full time

Job summary

Integrity, a leading independent distributor in life, health and wealth insurance, seeks a Director of FP&A & KPI Reporting for Wealth in Urbandale, IA. The role directs all finance functions, aligning financial strategy with organizational goals and ensuring robust controls.

The candidate will lead financial planning, reporting, and cross-functional collaboration with Operations, Marketing, HR, and IT. A strong GAAP/regulatory background and 10+ years of experience are required to drive

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 10+ years of progressive experience in finance, accounting, or a related discipline.
• Prior leadership or management experience required.

Responsibilities

• Establish and maintain internal controls to monitor assets, capital investments, cost management, and liquidity.
• Partner with senior leadership on accounting and financial reporting, including monthly, quarterly, and annual financial statements.
• Analyze and interpret financial metrics such as asset ratios, break-even analysis, profit margins, operating costs, and overall financial performance.
• Provide financial insights and communicate with cross-functional teams including Operations, Marketing, HR, and IT regarding budgets, ROI, and project investments.
• Ensure accurate and timely financial reporting in compliance with applicable regulations (e.g., GAAP, FASB, SEC).
• Prepare for audits and ensure documentation meets all regulatory and compliance standards.
• Lead and direct finance teams, including oversight of subordinate managers and staff.
• Oversee personnel management activities such as hiring, performance management, and employee development.
• Contribute to organizational strategy through financial planning, goal setting, and decision support in partnership with executive leadership.
• Develop and implement departmental policies, procedures, and practices that significantly impact the organization.

Skills

Financial leadership

Strategic financial planning

Cross-functional collaboration

Regulatory knowledge

Education

Bachelor’s degree in Finance/Accounting/Business

Job description

Integrity, a leading independent distributor in life, health and wealth insurance, seeks a Director of FP&A & KPI Reporting for Wealth in Urbandale, IA. The role directs all finance functions, aligning financial strategy with organizational goals and ensuring robust controls.

The candidate will lead financial planning, reporting, and cross-functional collaboration with Operations, Marketing, HR, and IT. A strong GAAP/regulatory background and 10+ years of experience are required to drive