Revenue Recognition and Forecasting Manager

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 health and wealth so they can be ready for the good days ahead.

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.

We are seeking a highly skilled and motivated Manager within our revenue forecasting efforts team to play a pivotal role in our forecasting process ASC-606 process. You will develop a deep understanding of how we generate revenue and how the related Lifetime Value (LTV) is calculated via our model and automated workflows. You will ensure the integrity of key workflows by understanding the systems, the flow of transactions, and related internal controls in the revenue forecasting process.

• You are a strong translator between Finance and the business; you take complex financial data and turn it into simple, purposeful, and impactful narratives for various audiences.

• Technologically Savvy: you have utilized software or leaned on automation tools to optimize processes.  You are excited to learn new tools/systems that allow you to focus on putting your analytical skills to work.

• The ideal candidate must possess strong accounting or corporate finance/FP&A and operational expertise, the ability to communicate and partner cross-functionally, and a desire to make a meaningful impact on a dynamic, high-growth insur-tech Company.

• This is a fast-paced and evolving environment that requires strong modeling and analytical skills.  You should be able to pivot on the fly to focus on the changing priorities of the team.  The Company is evolving, and so is this role and that excites you.

• Additionally, the candidate should have the ability to analyze and interpret data, identify revenue trends, and proactively pinpoint anomalies.

Responsibilities

• Manage workflows within our forecasting process to ensure accuracy and completeness.   

• Utilize data-driven insights to assess revenue patterns, trends, and anomalies and tell the story to enable informed decision-making and strategic planning.

• Conduct sensitivity analysis to assess the impact of varying assumptions on revenue projections and provide insights for risk mitigation.

• Oversee the collection, organization, and maintenance of data sources that feed into the revenue model ensuring data accuracy and reliability.

• Possess the ability to understand how revenue is generated within the organization, demonstrating a comprehensive understanding of the business model, and key revenue drivers.

• Understand and adhere to SOX controls in support of revenue management activities.

• Manage deliverables to external auditors.

• Work cross-functionally with several teams across the organization, including but not limited to: IT, Offshore Revenue Recognition Team, Sales Operations, GL Accounting, and FP&A.

• Proactively identify and investigate revenue anomalies, working closely with teams to resolve discrepancies and mitigate risks.

• Manage a team of revenue professionals, providing guidance, mentorship, and fostering a collaborative environment.

Requirements

• Minimum of seven years of experience in accounting or finance, with a minimum of four years of demonstratable experience managing and leading high functioning teams.

• Proven experience in developing complex financial models.  This includes the ability to perform updates, run scenarios, perform sensitivity analysis, and how to reflect events that impact the business.

• Strong attention to detail and accuracy that is results-oriented with a “can do” attitude and willingness to drive process change within the team, taking on additional responsibilities as needed.

• Strong understanding of business operations and accounting principles.

• Excellent operational and financial management skills, including the ability to analyze and resolve issues.

• Prior experience with financial audits and flux analysis.

• Problem-solving mindset and a proactive approach to identifying and resolving issues.

• Familiarity with ERP systems, Alteryx and Jira is a plus. If you do not have Alteryx or Jira experience, be willing to learn on the job.

• Prior knowledge of ASC 606 is a plus but is not necessary.

• Strong verbal and written communication skills, the ability to deal with complex problems and present recommendations and findings in a clear, concise format.

• A quick and adept learner who adapts well to a fast-moving environment to overcome any obstacle.

• Bachelor’s degree in accounting or finance.

• Ability to be in the office 5 days a week.

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. 

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities 

PandoLogic. Category:Marketing & Biz Dev, Keywords:Forecasting Manager, Location:Dallas, TX-75254