Full-Time

Financial Planning & Analysis Manager

Posted on 4/11/2025

Integrity

Integrity

501-1,000 employees

Distributes life and health insurance products

No salary listed

Senior

Dallas, TX, USA

The position requires working in-office full time.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
Connection
Connection
Connection
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Requirements
  • Bachelor’s degree in Business, Accounting, Finance or Economics.
  • 5+ years of experience in FP&A, or similar financial analysis type field.
  • High proficiency with Excel to work efficiently with large amounts of data from multiple sources.
  • Comprehensive knowledge of accounting and finance concepts.
  • 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.
  • Excellent analytical and financial modeling skills with high attention to detail.
  • Highly motivated problem solver with the ability to think critically.
  • Self-starter with an innate curiosity and drive to understand the insurance industry environment.
  • Results-oriented and self-directed, able to work independently with minimal supervision.
  • Cross-functional collaboration skills to promote alignment across the organization.
  • High standards of accuracy and precision with a strong attention to detail.
  • Excellent interpersonal skills, and a strong work ethic.
  • Excellent written, verbal, quantitative, and presentation skills; collaborative and organized.
  • Ability to work in-office full time.
Responsibilities
  • Assist the FP&A Director in leading core financial processes related to Forecasting, Budgeting, Long Range Planning, Financial Reporting and Analysis.
  • Enhance 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 Accounting team on variance analysis and monthly reporting, Sales operations on revenue modelling and tracking, People and Culture teams on headcount metrics and recruiting, and Department leaders on budgeting and forecast updates from prior months' results.
  • 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 forecasted/budgeted to analyze and identify risks and opportunities.
  • Perform ad-hoc business analysis for leadership team to further inform business decisions.
  • Support financial due diligence process for related to potential future M&A.
  • Enhance weekly/monthly cashflow forecast process.
  • Assist and support in special project and ad hoc reporting requests from leadership.
Desired Qualifications
  • Insurance brokerage experience is a plus.
  • Familiarity with OneStream and NetSuite is a plus.

Integrity distributes life and health insurance products and offers solutions for wealth management and retirement planning. Their services include helping individuals and families secure insurance coverage and plan for their financial futures. Integrity stands out from competitors by combining insurance distribution with wealth management services, providing a comprehensive approach to financial security. The company's goal is to empower clients to achieve financial stability and peace of mind through effective insurance and wealth management strategies.

Company Size

501-1,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$1.2B

Headquarters

Oxford, Massachusetts

Founded

2006

Simplify Jobs

Simplify's Take

What believers are saying

  • Integrity's acquisitions expand its market presence and diversify its insurance portfolio.
  • Focus on holistic life, health, and wealth planning aligns with growing demand for personalized solutions.
  • Integrity's community initiatives, like the toy drive, enhance its brand reputation and social impact.

What critics are saying

  • Competition from tech-savvy startups could erode Integrity's market share.
  • Direct-to-consumer models may disrupt Integrity's traditional distribution channels.
  • Regulatory changes in data privacy could increase operational costs for Integrity.

What makes Integrity unique

  • Integrity's acquisition of The Quantum Group enhances its life and health insurance offerings.
  • Partnership with The Modern Insurance Store targets tech-savvy seniors with advanced marketing solutions.
  • Gosen Insurance Group partnership strengthens Integrity's reach in Hispanic communities with tailored solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Professional Development Budget

Conference Attendance Budget

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Remote Work Options

Company News

CityBiz
Mar 27th, 2025
Integrity Acquires The Quantum Group

Integrity Marketing Group, LLC has announced its acquisition of The Quantum Group, an independent distribution company based in Scottsdale, Arizona. Ron Shurts and Jim Maschek will continue to lead Quantum's operations and serve as Managing Partners at Integrity. The acquisition aims to enhance Integrity's offerings in life and health insurance, as well as wealth management. Financial details were not disclosed. Quantum's expertise in fixed indexed annuities and life insurance will complement Integrity's platform.

PR Newswire
Mar 12th, 2025
Integrity And The Modern Insurance Store Announce Partnership To Prioritize Holistic Life, Health And Wealth Planning For Seniors

Medicare-focused agency will more effectively reach today's tech-savvy seniors by utilizing Integrity'sproven platform of technology and advanced marketing solutionsDALLAS, March 11, 2025 /PRNewswire/ -- Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with The Modern Insurance Store, an independent marketing organization based near Cincinnati, Ohio, and led by Daniel Farlow and Anthony Selm. Financial details of the partnership were not disclosed

PR Newswire
Nov 27th, 2024
Integrity Announces 4Th Annual "Integrity Gives Back" Toy Drive Benefiting Children'S Hospitals Nationwide

Employees and partners invite the public to join in a goal to collect 30,000 toys, books and games, and bring joy and comfort to children receiving hospital careDALLAS, Nov. 27, 2024 /PRNewswire/ -- Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the launch of its 4th annual "Integrity Gives Back" Toy Drive to benefit pediatric hospitals and child-focused organizations across the nation. With the need for donations increasing, Integrity employees have set a remarkable goal of collecting 30,000 toys to profoundly impact families in the communities they serve

PR Newswire
Jul 23rd, 2024
Gosen Insurance Group Partners With Integrity To Bring Holistic Life, Health And Wealth Solutions To Hispanic Communities

"Katiry and Alex embody a strong spirit of empathy, compassion and service," shared Bryan W. Adams, Co-Founder and CEO of Integrity. "They are true servant-leaders within the Hispanic community and bring a deep commitment to improve the lives of the clients and agents they serve. With Integrity's world-class resources and groundbreaking technology alongside them, Katiry and Alex can support their diverse community even more effectively and feel confident in the future growth of their business. At Integrity, we want to help all Americans receive the life, health and wealth protection they need to prepare for the good days ahead. We couldn't be more excited to work with Gosen Insurance Group, whose mission aligns perfectly with ours as they strive to serve — making an impact that will be felt by generations of Hispanic Americans!"Founders Katiry González and Alex Dávila left their native Puerto Rico with a dream of using their insurance expertise to serve the Hispanic community in the United States

Coverage
Apr 18th, 2024
Integrity Marketing Group acquires Strachan Health Insurance Partners

Financial details of the partnership were not disclosed.

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