Sr Financial Reporting Analyst

Integrity•Dallas, TX

19h

About The Position

The Senior Financial Reporting Analyst will support accounting, reporting, and technical research activities within a fast-paced, high-growth environment. This role involves assisting in the preparation and review of US GAAP financial statements, performing technical accounting analysis, and evaluating complex transactions such as business combinations, debt, and equity arrangements. The analyst will also support accounting activities for mergers and acquisitions, including purchase price accounting, valuation procedures, and post-acquisition integration, partnering with Finance, Legal, and Tax to ensure accurate and timely reporting. Additionally, the position will assist with external auditor requests on technical accounting matters and support SOX and internal-control documentation. Integrity, founded in 2006 and headquartered in Dallas, Texas, is a leading independent distributor of life, health, and wealth insurance products with a strong insurtech focus. The company is dedicated to helping people protect their life, health, and wealth, offering a rewarding and cutting-edge career in a family-like environment. Integrity emphasizes putting its people first, celebrating hard work, and providing daily support, with professional opportunities for career acceleration within a hyper-growth company. Integrity's employees support hundreds of thousands of independent agents serving millions of clients nationwide through an omnichannel platform.

Requirements

Bachelor’s degree in Accounting required
3–5 years of progressive accounting experience
Solid understanding of US GAAP
Demonstrated ability to perform technical accounting research and draft accounting memos.
Strong knowledge of internal controls, SOX principles, and financial systems.
Strong written and verbal communication skills, with the ability to explain accounting concepts clearly.
Highly organized, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment.

Nice To Haves

CPA or CPA‑eligible preferred.
mix of public accounting (Big 4 preferred) and/or industry experience.
Experience in a high-growth or PE‑backed company preferred.
exposure to financial reporting or SEC reporting is a plus.
Experience supporting business combinations, asset acquisitions, or valuation activities is a plus.

Responsibilities

Prepare and support the review of quarterly and annual US GAAP financial statements, including footnotes, MD&A inputs, and cash flow workpapers.
Assist with drafting and updating financial reporting templates, disclosures, and internal reporting deliverables.
Ensure timely, accurate, and compliant filing support across reporting cycles.
Provide support on complex transactions, including revenue recognition, business combinations, and debt and equity arrangements.
Perform technical research and draft accounting memos for review.
Support accounting for M&A integration and valuation efforts.
Assist with purchase price accounting, integration of financial reporting, and coordination with cross‑functional teams.
Assist in updating and maintaining best-in-class financial reporting policies, procedures, and internal controls in accordance with SOX and audit requirements.
Contribute to process improvements related to month-end close, reporting, and internal controls.
Partner with Finance, Legal, and Tax to ensure alignment of reporting deliverables and policy decisions with broader business strategy.
Coordinate cross-functional information gathering to support quarterly and annual reporting.
Provide support for external auditors on technical accounting and reporting matters.
Coordinate and respond to audit inquiries in a timely and organized manner.
Assist with SOX controls documentation and compliance activities.