Sr Manager, FP&A Health

Job summary:

We are seeking a highly skilled FP&A Senior Manager to join our growing FP&A department at Integrity Marketing Group. The FP&A Senior Manager 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 key businesses in our Health division for Integrity Marketing Group.

Lets talk job responsibilities:

• Manage and train a team of FP&A Analysts supporting the Health Insurance Business Units while fostering high performance.
• Own revenue forecasting as a core focus of this role for the Health divisions business units including building and maintaining revenue models monitoring key revenue drivers and trends and partnering with business unit leaders to ensure forecast accuracy.
• Assist the FP&A Senior Director in leading core financial processes related to Forecasting Budgeting Long Range Planning Financial Reporting and Analysis. Own the implementation of the planning process milestones and consolidation of data. Produce KPI reporting and root cause trends in KPIs.
• 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.
• Support executive reporting and the related period-end discussions with business leaders Work cross-functionally with the:
  • Accounting team on variance analysis and monthly reporting.
  • Business Intelligence & Analytics team on revenue modelling KPIs metrics and other business drivers.
  • People and Culture teams on headcount metrics compensation & benefits analysis and workforce planning.
  • Department leaders on annual planning and forecasting
• 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/annual operating plans to analyze and identify risks and opportunities.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Your experience and skills:

• Bachelors degree in Business Accounting Finance or Economics.
• 7 years of experience in FP&A or similar field.
• 4 years of demonstratable experience managing and leading high functioning teams
• Experience preferences:
  • Industry/functional experience:
    • Strong understanding of Medicare Advantage strongly preferred.
    • Broader experience with Medicare Medicare Supplement (Med Supp) or ACA is also valued.
    • Understanding of distribution within the health insurance industry including the role brokers and agents play in driving business strongly preferred.o
  • Technical
    • Excellent analytical and financial modeling skills with high attention to detail.
    • Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
    • High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources.
    • Familiarity with Oracle Fusion and Enterprise Performance Management platform is a plus.
    • Proficiency with BI tools such as Power BI and Tableau.
    • Experience with SQL preferred but not required.o
  • Soft Skills
    • Highly motivated problem solver with the ability to think critically.
    • Self-starter with an innate curiosity and drive to understand industry trends
    • 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.
    • Excellent written verbal quantitative and presentation skills; collaborative and organized.
    • High standards of accuracy and precision with a strong attention to detail.
    • Excellent interpersonal skills and a strong work ethic.
  • Management
    • Strong leadership abilities with experience in coaching and developing a team of financial professionals.
    • Exceptional emotional intelligence coupled with a profound enthusiasm for instructing and mentoring individuals.
• Ability to work in-office full time.

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

Manager