Senior Director, FP&A- Health

Integrity Marketing Group•Dallas, TX

41d•Onsite

About The Position

We are seeking a highly skilled FP&A Senior Dir ector 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 of Insurance .

Requirements

Bachelor's degree in Business, Accounting, Finance or Economics.
Over 10 years of experience in FP&A, or similar field.
3 - 5 years of experience managing teams
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.
Experience developing executive-level presentation materials for Board of Directors meetings and senior executives.
Prior experience leading, developing, and growing a high-performing team of finance professionals.
Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units
Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
Excellent analytical and financial modeling skills with high attention to detail.
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 customer and 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 onsite full time with flexibility as business needs evolve.

Nice To Haves

Insurance experience is a plus.
Familiarity with OneStream, Oracle EPM (HFM), etc. is a plus.

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 ~100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
Conduct quarterly and monthly financial reviews with business unit leaders.
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.
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.
Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses.
Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management.
Work cross-functionally with the: Accounting team on variance analysis and monthly reporting. Business Intelligence & Analytics team on revenue modelling and tracking (as necessary). People and Culture team on headcount metrics and recruiting. Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes.
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.
Other duties as assigned