Senior Director, FP&A Wealth & Annuities

Job Summary:

We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity. The FP&A Senior Director 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 Integrity. This position reports to the CFO ofWealth.

Primary Responsibilities:

• Effectively lead and oversee a team of FP&A managers and analysts fostering high performance while proactively addressing their training needs.
• Lead the preparation of monthly financial models performance reviews and variance analysis against budget and prior year.
• Assist with building out financial management processes along with implementing and enhancing financial systems.
• Lead the annual budget and forecasting process for 10business units including relevant analysis and documentation of major variances initiatives risks opportunities etc.
• Conduct quarterly and monthly financial reviews with business unit leaders.
• Provide financial and strategic support to senior management and business unit leadership including preparing financial presentations and other projects.
• Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management efficiency and enable growth of the broader business.
• Collaborate cross-functionally with Accounting Business Intelligence & Analytics People and Culture and Legal teams
• 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/budgets to analyze and identify risks and opportunities.
• Perform other duties as assigned to support the needs of the team.

Primary Skills & Requirements:

• Bachelors degree in Business Accounting Finance or Economics.
• Over 10 years of experience in FP&A or a related field including 35 years managing teams.
• Extensive experience with BI tools (Power BI Tableau) MS Excel for handling complex data sets and familiarity with ERP systems (OneStream Oracle EPM/HFM).
• Proven ability to develop executive-level presentations and reports for senior leadership including Board of Directors meetings.
• Demonstrated leadership in building managing and developing high-performing finance teams.
• Expertise in financial planning forecasting statistical reporting cash flow analysis acquisition activity and new business planning across diverse business units.
• Excellent analytical and financial modeling skills with a strong emphasis on accuracy attention to detail and high standards of precision.
• Collaborative and team-oriented with strong cross-functional communication skills and a focus on alignment customer service and business objectives.

About Integrity

Integrity is one of the nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.