Director, FP&A & KPI Reporting – Wealth – IA

Integrity Marketing Group•Urbandale, IA

About The Position

The Director, FP&A & KPI Reporting – Wealth – IA directs financial functions to support financial integrity, strategic alignment, and operational efficiency across the organization. The role establishes and maintains internal controls and partners with senior leadership on accounting and financial reporting. It analyzes financial performance and provides insights to cross-functional teams on budgets, ROI, and project investments. The director ensures reporting and audit documentation comply with applicable regulations and standards, leads finance teams and personnel management, and contributes to organizational strategy through financial planning and decision support. Integrity is an independent distributor of life, health, and wealth insurance products with an insurtech focus. The company describes its environment as family-like, people-focused, and rapidly growing, with professional opportunities and a competitive compensation package that includes benefits. Integrity is headquartered in Dallas, Texas, and is an equal opportunity employer that provides reasonable accommodations for qualified individuals with disabilities.

Requirements

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.
Extensive knowledge of financial principles, reporting standards, and regulatory requirements.

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, including asset ratios, break-even analysis, profit margins, operating costs, and overall financial performance.
Communicate financial insights to 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 and standards, including GAAP, FASB, and SEC requirements.
Prepare for audits and ensure documentation meets regulatory and compliance standards.
Lead and direct finance teams, including oversight of subordinate managers and staff.
Oversee 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.