Senior Manager, Accounting - Wealth & Annuities

Integrity Marketing Group•Dallas, TX

About The Position

The Senior Manager provides leadership for day-to-day accounting across the Wealth and Annuities businesses, coordinating with the dedicated business unit Controllers and serving as the key liaison between Corporate Accounting and the Wealth and Annuities teams. The role is accountable for accurate financial reporting, disciplined close execution, effective internal controls, and developing the accounting team. It supports ERP integration, standardizes processes and practices across the businesses, coordinates internal and external audits, and performs entity-level analytics to identify trends, variances, and risks. The role oversees accounting operations, close activities, revenue recognition, reconciliations, and audit readiness. It partners with business unit Controllers, FP&A, Corporate Accounting, Technical Accounting, IT, and operational teams to ensure accounting policies and processes are applied consistently and accurately. It also supports the transition from NetSuite to Oracle Fusion, including ARCS, and assists with Coupa and Concur integrations. Integrity is an independent distributor of life, health, and wealth insurance products with an insurtech focus. The company describes itself as a hyper-growth organization that puts people first and offers professional opportunities and a competitive compensation package with benefits. It 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 accounting, Finance, or a related field.
5–7 years of progressive accounting or finance experience.
Strong understanding of business operations, U.S. GAAP, external audit processes, financial statement preparation, and internal controls.
Demonstrated ability to lead a team and identify development and staffing needs.
Proficiency with ERP/accounting systems, Microsoft Excel, and related reporting tools.
Leadership and talent development skills.
Financial analysis and business acumen.
Clear executive and cross-functional communication.
Process improvement and change leadership.
Strong judgment, organization, and attention to detail.
Ability to prioritize in a fast-paced and evolving environment.

Nice To Haves

CPA strongly preferred.
Big 4 public accounting experience preferred.
Experience integrating business units into shared financial processes.
Experience in a multi-entity, mid-to-large private industry or shared-services environment.

Responsibilities

Oversee day-to-day accounting operations across the Wealth and Annuities businesses, including general ledger activity and month-, quarter-, and year-end close, coordinating with business unit Controllers.
Review journal entries and account reconciliations performed in ARCS (Fusion) for completeness, accuracy, quality, and timeliness; consolidate reconciliation activity and promote consistent internal control standards, escalating issues as needed.
Analyze variances across entities, identify trends and risks, and communicate actionable insights to Corporate Accounting and business leadership.
Oversee revenue recognition and partner with ASC 606 and Technical Accounting teams to ensure compliance with U.S. GAAP.
Translate technical accounting guidance into operational processes, controls, and documentation, collaborating with Corporate Accounting, business finance, and operational teams to support consistent revenue recognition.
Partner with business unit Controllers to maintain accurate, complete, audit-ready accounting records and deliverables.
Coordinate internal and external audit requests, walkthroughs, and remediation of findings with Controllers and their teams.
Prepare intercompany reconciliations between Wealth and Annuities and Shared Services and Insurance; resolve differences and support eliminations ahead of close deadlines.
Identify process efficiencies and cost-saving opportunities with business unit Controllers, and support standardized, automated processes.
Partner with FP&A to explain accounting changes and their impacts on actual results, forecasts, and budgets; advise FP&A on U.S. GAAP matters and financial reporting implications of new products, transactions, and business decisions.
Develop an understanding of the Wealth and Annuities business units and respond to management and FP&A questions about accounting results and variances to forecasts and prior periods.
Communicate finance process and accounting changes, including ERP integration and standardization efforts, to leaders, employees, FP&A, and cross-functional stakeholders.
Support accounting activity in NetSuite and the transition to Oracle Fusion, including ARCS, in alignment with business unit Controllers and adaptable processes.
Assist the Wealth and Annuities businesses with Coupa and Concur integrations in NetSuite and support their carry-forward into Oracle Fusion.
Identify and implement opportunities to streamline workflows, improve data quality, strengthen controls, and increase automation.
Partner with Corporate Accounting, FP&A, and IT on system enhancements, integrations, improvements, and business-unit onboarding to Oracle Fusion.
Lead and develop the accounting team and identify development and staffing needs.