Senior Director, Fp&a - Wealth & Annuities

D&D Insurance Agency Inc

Dallas, TX, United States
On-site
Financial planning and analysis
Forecasting and budgeting
Consolidated management reporting
Lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity

Job Summary

  • Lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity.
  • Lead the annual budget and forecasting process for ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
  • Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.

Matching Summary

Lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity.

Skills & Requirements

Must-have

  • financial planning and analysis
  • forecasting and budgeting
  • consolidated management reporting
  • financial modeling
  • executive-level presentations

Nice-to-have

  • cost management
  • efficiency improvements
  • driving growth
  • cross-functional collaboration

Key Requirements

  • Bachelor's degree in Business, Accounting, Finance or Economics
  • Over 10 years of experience in FP&A
  • 3–5 years managing teams
  • Extensive experience with BI tools
  • Familiarity with ERP systems

Work Rights

Not specified

Tailored Resume

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