Senior Director, Fp&a - Wealth & Annuities

Lion Street

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.
  • Conduct quarterly and monthly financial reviews with business unit leaders and provide financial and strategic support to senior management.
  • Contribute to initiatives to define and improve planning processes, drive automation, and streamline deliverables.

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 and efficiency
  • cross-functional collaboration
  • process improvement initiatives

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 (Power BI, Tableau)
  • MS Excel for handling complex data sets
  • Familiarity with ERP systems (OneStream, Oracle EPM/HFM)

Work Rights

Not specified

Tailored Resume

Cover Letter