Job Summary:We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department at Integrity. The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Wealth.
Primary Responsibilities:- Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs.
- Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.
- Assist with building out financial management processes along with implementing and enhancing financial systems.
- Lead the annual budget and forecasting process for ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
- Conduct quarterly and monthly financial reviews with business unit leaders.
- Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
- Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business.
- Collaborate cross-functionally with Accounting, Business Intelligence & Analytics, People and Culture, and Legal teams
- 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 forecasts/budgets to analyze and identify risks and opportunities.
- Perform other duties as assigned to support the needs of the team.
Primary Skills & Requirements: - Bachelor's degree in Business, Accounting, Finance or Economics.
- Over 10 years of experience in FP&A or a related field, including 3-5 years managing teams.
- Extensive experience with BI tools (Power BI, Tableau), MS Excel for handling complex data sets, and familiarity with ERP systems (OneStream, Oracle EPM/HFM).
- Proven ability to develop executive-level presentations and reports for senior leadership, including Board of Directors meetings.
- Demonstrated leadership in building, managing, and developing high-performing finance teams.
- Expertise in financial planning, forecasting, statistical reporting, cash flow analysis, acquisition activity, and new business planning across diverse business units.
- Excellent analytical and financial modeling skills, with a strong emphasis on accuracy, attention to detail, and high standards of precision.
- Collaborative and team-oriented, with strong cross-functional communication skills and a focus on alignment, customer service, and business objectives.
