Senior Director, Fp&a - Wealth & Annuities

Lion Street

Not specified; not specified; competitive compensa...
10+ years fp&a experience
3-5 years team management
Power bi or tableau expertise
The role involves leading the annual budget and forecasting process for approximately 10 business units within the Wealth division

Job Summary

  • The role involves leading the annual budget and forecasting process for approximately 10 business units within the Wealth division.
  • Integrity is described as a hyper-growth company with a family-like environment that prioritizes putting people first.
  • The position requires acting as a trusted advisor to senior management to drive cost management, efficiency, and business growth.

Matching Summary

The role involves leading the annual budget and forecasting process for approximately 10 business units within the Wealth division.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 10+ years FP&A experience
  • 3-5 years team management
  • Power BI or Tableau expertise
  • OneStream or Oracle EPM/HFM
  • Executive presentation skills
  • Complex financial modeling

Nice-to-have

  • Cross-functional collaboration
  • Process automation initiatives
  • Strategic business partnership
  • High-performance culture focus

Key Requirements

  • Bachelor's degree in Business, Accounting, Finance, or Economics
  • Over 10 years of FP&A experience
  • 3-5 years of direct team management experience

Work Rights

Not specified

Tailored Resume

Cover Letter