Senior Director, FP&A- Health

Summary

We are seeking a highly skilled FP&A Senior Director to join our growing FP&A department  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 Insurance.

• 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 ~100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.
• Conduct quarterly and monthly financial reviews with business unit leaders.
• Maintain, enhance, and contribute to continuous improvement of the FP&A reporting & modelling tool, One Stream.
• 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.
• Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses.
• Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management.
• Work cross-functionally with the:
• Accounting team on variance analysis and monthly reporting.
• Business Intelligence & Analytics team on revenue modelling and tracking (as necessary).
• People and Culture team on headcount metrics and recruiting.
• Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes.
• 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.
• Other duties as assigned.

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• Over 10 years of experience in FP&A, or similar field.
• 3 – 5 years of experience managing teams.
• High Proficiency with BI tools, such as Power BI and Tableau.
• High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources.
• Experience developing executive-level presentation materials for Board of Directors meetings and senior executives.
• Prior experience leading, developing, and growing a high-performing team of finance professionals.
• Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units.
• Comprehensive knowledge of accounting and finance concepts as well as ERP systems.
• Excellent analytical and financial modeling skills with high attention to detail.
• Insurance experience is a plus.
• Familiarity with One Stream, Oracle EPM (HFM), etc. is a plus.
• 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.
• Team oriented, with a strong customer and business focus.
• 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.
• Ability to work onsite full time with flexibility as business needs evolve.

Int…