Financial Planning & Analysis Manager

Position Summary

We are seeking a highly skilled FP&A Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A 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 Integrity Marketing Group. This position reports to the Director, Financial Planning & Analysis.

Position Responsibilities

• Assist the Director, Financial Planning & Analysis 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 Accounting, People and Culture, and other department leaders and business units as requested.
• 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 forecasted/budgeted to analyze and identify risks and opportunities.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Position Requirements

• Bachelor's degree in Business, Accounting, Finance or Economics.
• 5+ years of experience in FP&A, or similar field.
• High proficiency with BI tools, such as Power BI and Tableau.
• High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources.
• Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
• 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.
• Excellent analytical and financial modeling skills with high attention to detail.
• Insurance experience is a plus.
• Familiarity with OneStream and NetSuite is a plus.
• Highly motivated problem solver with the ability to think critically.
• Self-starter with an innate curiosity and drive to understand insurance industry environment and data.
• 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 business focus.
• High standards of accuracy and precision with a strong attention to detail.
• Excellent interpersonal skills, and a strong work ethic.
• Excellent written, verbal, quantitative, and presentation skills; collaborative and organized.
• Ability to work in-office full time.

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, 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.