JobMesh

Senior Director, FP&A - Wealth & Annuities

Integrity Marketing Group · Dallas, Texas, US

Job Summary: We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity.

Job description

Job Summary: 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. Primary 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. - A...