Senior Director, FP&A - Wealth & Annuities

Integrity Marketing Group•Dallas, TX

1d•Onsite

About The Position

We are seeking a highly skilled FP&A Senior Director 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 Wealth.

Requirements

Bachelor’s degree in Business, Accounting, Finance or Economics.
Over 10 years of experience in FP&A or a related field, including 3–5 years managing teams.
Extensive experience with BI tools (Power BI, Tableau), MS Excel for handling complex data sets, and familiarity with ERP systems (OneStream, Oracle EPM/HFM).
Proven ability to develop executive-level presentations and reports for senior leadership, including Board of Directors meetings.
Demonstrated leadership in building, managing, and developing high-performing finance teams.
Expertise in financial planning, forecasting, statistical reporting, cash flow analysis, acquisition activity, and new business planning across diverse business units.
Excellent analytical and financial modeling skills, with a strong emphasis on accuracy, attention to detail, and high standards of precision.
Collaborative and team-oriented, with strong cross-functional communication skills and a focus on alignment, customer service, and business objectives.

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 ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
Conduct quarterly and monthly financial reviews with business unit leaders.
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.
Collaborate cross-functionally with Accounting, Business Intelligence & Analytics, People and Culture, and Legal teams
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.
Perform other duties as assigned to support the needs of the team.