FP&A Analyst, Wealth

Integrity•Dallas, TX

2d•Onsite

About The Position

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.

Requirements

Bachelor’s degree in Business, Accounting, Finance or Economics.
0-2 years of experience in FP&A, or similar field.
Highly motivated problem solver with the ability to think critically.
Self-starter with an innate curiosity and drive to understand Financial Services 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.
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.

Nice To Haves

Familiarity with BI tools, such as Power BI and Tableau preferred.
Advanced Excel experience preferred
Financial services experience is a plus.
Familiarity with OneStream and NetSuite is a plus.
Experience with SQL preferred but not required.

Responsibilities

Assists 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.
Produce KPI reporting and root cause trends in KPIs.
Develop process improvements to increase efficiency and accuracy
Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
Act as a trusted advisor to the business unit to help drive growth
Support and guide business units with analytics and business intelligence tools to enable insights
Summarize, document and present analysis findings at various levels of the organization
Work cross-functionally with a number 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
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.