FP&A Analyst, Wealth

Job description

Job summary: We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. The FP&A Analyst will also play a “hands-on” role in developing and implementing financial planning processes and tools. This position reports to the Manager of Financial Planning & Analysis. Let’s talk job responsibilities: Assists with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year Participates in the annual budget and forecasting process for all assigned business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc. Produce KPI reporting and root cause trends in KPIs. Develop process improvements to increase efficiency and accuracy Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects. Act as a trusted advisor t...