Financial Analyst II

Plan Advisors

Oakland Park, FL

About Plan Advisors

Plan Advisors, headquartered in Doral, Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.

Job Summary

We are seeking a highly motivated Financial Analyst to join our growing Plan Advisor’s business Unit at Integrity. The Financial Analyst will be part of the Plan Advisor’s team and provide support for all Financial efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning.

Primary Responsibilities:

• Assists with the reconciliation of deposits and carrier statements, to confirm Plan Advisors is receiving the information on the deposits associated.
• Create and present returns on investments made by purchasing book of businesses and facilitating ways to replicate these analyses monthly to track return.
• Participates in preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year
• Produce KPI reporting and root cause trends in 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. 
• Summarize, document and present analysis findings at various levels of the organization
• Develop business cases, scenario analyses, and financial models, as needed
• Contributes to initiatives to define and improve planning processes, drive automation, and streamline deliverables. 
• Compare actual results with forecasted/budgeted to analyze and identify risks and opportunities.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Primary Skills & Requirements:

• Bachelor’s degree in Business, Accounting, Finance or Economics.
• 1 - 3 years of experience in Financial Analytics, or similar field.
• Advanced Excel experience required.
• Familiarity with BI tools, such as Power BI and Tableau 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.

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.