FP&A Analyst, Wealth

Job Summary

We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. The FP&A Analyst will also play a “hands-on” role in developing and implementing financial planning processes and tools. This position reports to the Manager of Financial Planning & Analysis.

Let’s Talk Job Responsibilities

• Affords assistance with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year
• Participates in the annual budget and forecasting process for all assigned business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
• Produces KPI reporting and root cause trends in KPIs
• Develops process improvements to increase efficiency and accuracy
• Provides financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects
• Acts as a trusted advisor to the business unit to help drive growth
• Supports and guides business units with analytics and business intelligence tools to enable insights
• Summarizes, documents, and presents analysis findings at various levels of the organization
• Works cross-functionally with a number of teams across the organization including but not limited to: Accounting team on variance analysis and monthly reporting, Sales ops on revenue modelling and tracking, People and Culture teams on headcount metrics and recruiting, and Department leaders on budgeting and forecast updates from prior months' results
• Develops business cases, scenario analyses, and financial models, as needed
• Contributes to initiatives to define and improve planning processes, drive automation, and streamline deliverables
• Compares actual results with forecasted/budgeted to analyze and identify risks and opportunities
• Performs ad-hoc business analysis for leadership team to further inform business decisions

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, 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.