Integrity Marketing Group - Dallas, TX

posted 6 months ago

Full-time - Entry Level
Dallas, TX
Professional, Scientific, and Technical Services

About the position

We are seeking a highly motivated FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. This position plays a hands-on role in developing and implementing financial planning processes and tools, ensuring that the organization can effectively manage its financial resources and make informed business decisions. The FP&A Analyst will assist with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year. This role will participate in the annual budget and forecasting process for all assigned business units, including relevant analysis and documentation of major variances, initiatives, risks, and opportunities. The analyst will produce KPI reporting and root cause trends in KPIs, develop process improvements to increase efficiency and accuracy, and provide financial and strategic support to senior management and business unit leadership. In addition, the FP&A Analyst will act as a trusted advisor to the business unit to help drive growth, support and guide business units with analytics and business intelligence tools to enable insights, and summarize, document, and present analysis findings at various levels of the organization. The role requires cross-functional collaboration with various teams, including Accounting, Sales Operations, People and Culture, and Department leaders, to ensure alignment and effective communication regarding budgeting and forecasting updates. The analyst will also develop business cases, scenario analyses, and financial models as needed, contributing to initiatives that define and improve planning processes, drive automation, and streamline deliverables.

Responsibilities

  • Assists with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.
  • Participates in the annual budget and forecasting process for all assigned business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
  • Produces KPI reporting and root cause trends in KPIs.
  • Develops process improvements to increase efficiency and accuracy.
  • Provides financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
  • Acts as a trusted advisor to the business unit to help drive growth.
  • Supports and guides business units with analytics and business intelligence tools to enable insights.
  • Summarizes, documents, and presents analysis findings at various levels of the organization.
  • Works cross-functionally with various teams across the organization including Accounting, Sales Ops, People and Culture, and Department leaders.
  • Develops business cases, scenario analyses, and financial models as needed.
  • Contributes to initiatives to define and improve planning processes, drive automation, and streamline deliverables.
  • Compares actual results with forecasted/budgeted to analyze and identify risks and opportunities.
  • Performs ad-hoc business analysis for leadership team to further inform business decisions.

Requirements

  • Bachelor's degree in Business, Accounting, Finance or Economics.
  • 1 - 3 years of experience in FP&A, or similar field.
  • Familiarity with BI tools, such as Power BI and Tableau preferred.
  • Advanced Excel experience preferred.
  • Insurance experience is a plus.
  • Familiarity with OneStream and NetSuite is a plus.
  • Experience with SQL preferred but not required.
  • Highly motivated problem solver with the ability to think critically.
  • Self-starter with an innate curiosity and drive to understand insurance industry environment and data.
  • 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.

Nice-to-haves

  • Experience with SQL preferred but not required.
  • Insurance experience is a plus.
  • Familiarity with OneStream and NetSuite is a plus.

Benefits

  • Competitive compensation package
  • Health insurance
  • Paid time off
  • Professional development opportunities
  • Family-like work environment
  • Supportive company culture
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