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Senior Financial Analyst

3 months ago


Dallas, United States Integrity Marketing Shared Services Center Full time

Job Summary

We are currently seeking a highly skilled and experienced Senior Financial Analyst to join our team at Integrity. As a Senior Financial Analyst, you will play a crucial role in driving financial analysis and providing strategic insights to support our company's growth and success. You will be responsible for analyzing financial data, preparing reports, and making recommendations to improve financial performance and efficiency.

Primary Responsibilities: 

  • Conduct thorough financial analysis, including but not limited to budgeting, forecasting, variance analysis, and financial modeling.

  • Prepare detailed reports on financial performance, including key metrics, trends, and recommendations for improvement.

  • Collaborate with cross-functional teams to gather and analyze financial data from various sources.

  • Identify and evaluate potential risks and opportunities to optimize financial outcomes.

  • Develop and maintain financial models to support decision-making processes.

  • Provide financial guidance and support to senior management and department heads.

  • Assist in the development of annual budgets and long-term financial plans.

  • Monitor and analyze industry trends, market conditions, and competitors to identify potential risks and opportunities.

  • Participate in financial audits and ensure compliance with regulatory requirements.

  • Continuously seek opportunities to improve financial processes and efficiency.

Primary Skills & Requirements:  

  • Bachelor's degree in Finance, Accounting, or a related field. MBA or CFA designation is a plus.

  • Proven experience as a Financial Analyst, preferably in a senior role.

  • Strong analytical and problem-solving skills with the ability to interpret complex financial data.

  • Advanced proficiency in financial modeling and analysis.

  • Excellent knowledge of financial accounting principles and practices.

  • Proficiency in financial software and MS Excel.

  • Strong attention to detail and accuracy.

  • Excellent communication and presentation skills.

  • Ability to work independently and collaborate effectively with cross-functional teams.

  • Strong organizational and time management skills.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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