FP&A Analyst, Wealth

Job Summary

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. The role involves developing and implementing financial planning processes and tools and reports to the Manager of Financial Planning & Analysis.

• Assist with the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.
• Participate in the annual budget and forecasting process for all assigned business units, including analysis and documentation of major variances, initiatives, risks, and opportunities.
• Produce KPI reporting and root‑cause trend analysis for KPIs.
• Develop process improvements to increase efficiency and accuracy.
• Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.
• 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.
• Summarize, document, and present analysis findings at various levels of the organization.
• Work cross‑functionally with teams across the organization, such as accounting, sales operations, people and culture, and department leaders.
• 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 forecasted/budgeted figures to analyze and identify risks and opportunities.
• Perform ad‑hoc business analysis for leadership to further inform business decisions.

• Bachelor’s degree in Business, Accounting, Finance, or Economics.
• 0–2 years of experience in FP&A or a related field.
• Familiarity with BI tools such as Power BI and Tableau preferred.
• Advanced Excel experience preferred.
• Financial services experience is a plus.
• Familiarity with One Stream and Net Suite is a plus.
• Experience with SQL preferred but not required.
• Highly motivated problem solver who can think critically.
• Self‑starter with an innate curiosity and drive to understand the financial services 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 strong attention to detail.
• Excellent interpersonal, written, verbal, quantitative, and presentation skills; collaborative and organized.
• Ability to work in‑office full time.

Integrity offers a competitive compensation package, including benefits that provide peace of mind for employees and their families.

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.