Sr Financial Reporting Analyst

Job summary:

We are seeking a Senior Financial Reporting Analyst to support accounting, reporting, and technical research activities in a fast‑paced, high‑growth environment. This role will assist in preparing and reviewing US GAAP financial statements, assisting in performing technical accounting analysis, and supporting the evaluation of complex transactions, including business combinations, and debt and equity arrangements.

The Senior Financial Reporting Analyst will support accounting activities for mergers and acquisitions, including purchase price accounting, valuation procedures, and post‑acquisition integration. This role will partner closely with Finance, Legal, and Tax to ensure accurate and timely reporting aligned with business objectives. The position will also assist with external auditor requests on technical accounting matters and support SOX and internal‑control documentation.

Job responsibilities:

Financial Reporting

• Prepare and support the review of quarterly and annual US GAAP financial statements, including footnotes, MD&A inputs, and cash flow workpapers.
• Assist with drafting and updating financial reporting templates, disclosures, and internal reporting deliverables.
• Ensure timely, accurate, and compliant filing support across reporting cycles.

Technical Accounting

• Provide support on complex transactions, including revenue recognition, business combinations, and debt and equity arrangements.
• Perform technical research and draft accounting memos for review.

Acquisition, Valuation, and Integration

• Support accounting for M&A integration and valuation efforts.
• Assist with purchase price accounting, integration of financial reporting, and coordination with cross‑functional teams.

Policy & Process Development

• Assist in updating and maintaining best-in-class financial reporting policies, procedures, and internal controls in accordance with SOX and audit requirements.
• Contribute to process improvements related to month-end close, reporting, and internal controls.

Stakeholder Collaboration

• Partner with Finance, Legal, and Tax to ensure alignment of reporting deliverables and policy decisions with broader business strategy.
• Coordinate cross-functional information gathering to support quarterly and annual reporting.

Audit & Compliance

• Provide support for external auditors on technical accounting and reporting matters.
• Coordinate and respond to audit inquiries in a timely and organized manner.
• Assist with SOX controls documentation and compliance activities.

Required Qualifications

• Bachelor’s degree in Accounting required; CPA or CPA‑eligible preferred.
• 3–5 years of progressive accounting experience, with a mix of public accounting (Big 4 preferred) and/or industry experience.
• Experience in a high-growth or PE‑backed company preferred.
• Solid understanding of US GAAP; exposure to financial reporting or SEC reporting is a plus.
• Demonstrated ability to perform technical accounting research and draft accounting memos.
• Experience supporting business combinations, asset acquisitions, or valuation activities is a plus.
• Strong knowledge of internal controls, SOX principles, and financial systems.
• Strong written and verbal communication skills, with the ability to explain accounting concepts clearly.
• Highly organized, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment.

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.