Qureos Mentor

Integrity Marketing Group

<div>Summary
The Accounting Associate position would be responsible for accounts payable processing/auditing, commission assistance, and clerical support for Financial Services Division.
Essential Duties and Responsibilities include the following:<ul><li>
Processing/auditing of Agent commission payments</li><li>
Commission expense/revenue processing</li><li>
Clerical support for Financial Services Division</li><li>
Processing/auditing of trade payable invoices</li><li>
Creating and sending agent commission statements</li><li>
Prepare basic financial reports and summaries.</li><li>
Respond to internal and external inquiries regarding financial data</li><li>
Maintain accurate and up-to-date financial records</li><li>
Perform other tasks as assigned.</li></ul>
Skills/Competencies:<ul><li>
High School Diploma or GED equivalent.</li><li>
0-2 years of relevant experience</li><li>
Ability to work independently and with others and follow department procedures.</li><li>
Organizational skills.</li><li>
Experience with Excel, Word, Outlook and Adobe Acrobat.</li><li>
Filing, data entry and typing skills with accuracy,</li><li>
Honest, as well as respect, for the company and its policies &amp; procedures is crucial.</li><li>
Bookkeeping experience and accurate 10-key by touch required.</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Accounting Associate II

<div>About PHP Agency:
PHP is a life insurance field marketing organization, founded in 2009 by visionary entrepreneur Patrick Bet David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate. The company was acquired in 2022 and is now a proud part of the Integrity family. About Us - PHP Agency
PHP&rsquo;s is headquartered at Fountain Place in downtown Dallas. This is a fully onsite role, Monday through Friday, 8:00 a.m. to 5:00 p.m.
Job Summary:
A Call Center Representative serves as the primary point of contact for customers, handling inbound and outbound calls to provide information, resolve issues, and ensure a positive customer experience. This role requires strong communication skills, attention to detail, and the ability to navigate systems efficiently while maintaining professionalism and empathy.
Let&rsquo;s talk job responsibilities:<ul><li>
Provide timely, clear responses to customer questions, ensuring accurate information and effective resolutions.</li><li>
Deliver attentive, solution-focused support to customers while maintaining a positive and professional experience.</li><li>
Reach out to clients and customers to update them about the company&rsquo;s latest products, services, and policies.</li><li>
Assist callers in troubleshooting, navigating the company&rsquo;s website, or using the products or services.</li><li>
Review and update customer or client accounts with information about billing, shipping, warranties, and other account-related details.</li><li>
Work together with other call center staff to enhance customer service.</li><li>
Assist in training new employees and educating them about the company&rsquo;s customer management policies.</li></ul>
Your experience and skills:<ul><li>
Bilingual in English and Spanish</li><li>
1 year experience in a Call/Contact Center, administrative or similar role</li><li>
Excellent communication skills, both written and verbal.</li><li>
Superior active listening abilities.</li><li>
Exceptional interpersonal skills and the ability to build rapport.</li><li>
A patient and empathetic approach.</li><li>
Strong organizational and time management skills.</li><li>
Ability to adapt and be flexible.</li><li>
Comfortable in fast-paced work environments.</li><li>
Troubleshooting abilities, either basic or advanced, depending on the role and industry.</li><li>
Proficiency in using computers.</li><li>
Phone skills, including experience with complex or multi-line phone systems.</li><li>
Comprehensive knowledge of the company&rsquo;s products and/or services.</li><li>
Expertise in the customer service area they specialize in, such as accounts, sales, technical support, or another area.</li></ul>
Benefits Available:<ul><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul>
About Integrity:
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Bilingual Call Center Representative (English/Spanish)

<div>Job Summary:
We are seeking a highly skilled FP&amp;A Senior Director to join our growing FP&amp;A department at Integrity. The FP&amp;A Senior Director will be part of the Shared Services FP&amp;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 Wealth.
Primary Responsibilities:<ul><li>
Effectively lead and oversee a team of FP&amp;A managers and analysts, fostering high performance while proactively addressing their training needs.</li><li>
Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year.</li><li>
Assist with building out financial management processes along with implementing and enhancing financial systems.</li><li>
Lead the annual budget and forecasting process for ~10 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc.</li><li>
Conduct quarterly and monthly financial reviews with business unit leaders.</li><li>
Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects.</li><li>
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.</li><li>
Collaborate cross-functionally with Accounting, Business Intelligence &amp; Analytics, People and Culture, and Legal teams</li><li>
Develop business cases, scenario analyses, and financial models, as needed.</li><li>
Contribute to initiatives to define and improve planning processes, drive automation, and streamline deliverables.</li><li>
Compare actual results with forecasts/budgets to analyze and identify risks and opportunities.</li><li>
Perform other duties as assigned to support the needs of the team.</li></ul>
Primary Skills &amp; Requirements:
<ul><li>Bachelor&rsquo;s degree in Business, Accounting, Finance or Economics.</li><li>
Over 10 years of experience in FP&amp;A or a related field, including 3&ndash;5 years managing teams.</li><li>
Extensive experience with BI tools (Power BI, Tableau), MS Excel for handling complex data sets, and familiarity with ERP systems (OneStream, Oracle EPM/HFM).</li><li>
Proven ability to develop executive-level presentations and reports for senior leadership, including Board of Directors meetings.</li><li>
Demonstrated leadership in building, managing, and developing high-performing finance teams.</li><li>
Expertise in financial planning, forecasting, statistical reporting, cash flow analysis, acquisition activity, and new business planning across diverse business units.</li><li>
Excellent analytical and financial modeling skills, with a strong emphasis on accuracy, attention to detail, and high standards of precision.</li><li>
Collaborative and team-oriented, with strong cross-functional communication skills and a focus on alignment, customer service, and business objectives.</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Senior Director, FP&A - Wealth & Annuities

<div>IT Help Desk Specialist
Lion Street
Austin, TX
About Lion Street
Lion Street, an Integrity company, is based in downtown Austin, Texas. Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients.
Job Summary
Great opportunity for a customer service oriented, tech savvy individual looking for an entry level Help Desk role in a growing financial services organization. The main objective is to provide knowledgeable, friendly, and responsive end-user technical support of hardware and software issues via telephone and in-person resolution. Ideal role for a self-starter who enjoys helping others and working with technology.
Primary Responsibilities:<ul><li>
Actively monitor and promptly respond to IT support requests from employees and customers during scheduled hours</li><li>
Provide IT support for desktops, laptops, tablets, smartphones and VOIP phones and peripherals</li><li>
Provide support to customers, primarily for email client and internet browser configuration and support of specific company sponsored applications</li><li>
Utilize remote desktop (TeamViewer) to access and resolve IT service items of remote users</li><li>
Resolve OS and applications support items primarily on Windows based PCs; some Apple OS</li><li>
Configure, and support computers and peripherals for internal and external employees</li><li>
Establish, utilize and maintain the IT support ticket tracking solution (Jitbit)</li><li>
Onsite presence during scheduled business hours required</li><li>
No travel</li><li>
Other duties and projects as assigned</li></ul>
Primary Skills &amp; Requirements:<ul><li>
Professional, courteous, friendly demeanor and exceptional customer service skills</li><li>
Excellent working knowledge/experience with Windows and Apple O/S is required</li><li>
Strong familiarity with desktop applications, commonly used applications &ndash; MS Outlook, Browsers, and other cloud-based services</li><li>
1-3 years prior experience in customer facing support role, preferable with technical / help desk services</li><li>
Strong analytical and problem-solving skills (essential)</li><li>
Strong technical aptitude, attention to detail and follow-up skills</li><li>
Ability to work in an extremely fast-paced startup environment with varying duties assigned</li><li>
Familiarity with Azure, 365, Egnyte, Hardware,</li></ul>
Background Requirements
Candidate is required to perform background check including credit and FINRA fingerprinting.
Benefits
In exchange for your hard work and dedication, we offer:<ul><li>
Downtown Austin location</li><li>
Free drinks and snacks</li><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul>
We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

IT Help Desk Specialist

<div>Commissions Analyst
Hegemon Financial Group
Alpharetta, GA
About Hegemon Financial Group
HGI, an Integrity company, is an independent marketing company that is bringing Wall Street to Main Street. No matter what financial challenges clients may face, HGI has the experience and resources to create a successful financial plan. Their experienced agents have taught clients about the &ldquo;Circle of Safety.&rdquo; In these unprecedented financial times, it is important to help clients preserve their capital, while seeking long-term growth and appreciation. HGI&rsquo;s associates are among the most educated and well-trained in the industry. HGI is based in Alpharetta, Georgia.
Job Summary
Hegemon Financial Group is looking for an experienced professional to join the team as a Commissions Analyst. You will be a part of a growing team as we build our Sales Finance capabilities and develop processes to support rapid business growth. We&rsquo;re looking for someone with strong business partnering skills, who is a self-starter, a great communicator and who enjoys collaborating with people with a diverse set of talents, in a dynamic fast-paced environment.
Primary Responsibilities:<ul><li>
Support day-to-day commissions administration process including daily commission payout, monthly adjustments, and management of cases/inquiries submitted by business partners</li><li>
Act as a subject matter expert for commissions processing in addition to individual plan components managed in our proprietary Aristotle commission/back office platform</li><li>
Recognizes patterns across commission-related inquiries to drive enhancement and updates in Aristotle to improve data accuracy and user experience</li><li>
Demonstrate the ability to learn about tools and systems to build on existing knowledge</li><li>
Develop and maintain business reports used to advise business partners in Sales, Strategy, and Finance</li><li>
Highly detailed driven with emphasis on accuracy, coupled with the ability to see the broader picture</li><li>
Provide timely resolution for commission-related inquiries from comp plan participants including but not limited to system access issues, transaction disputes, credits and payment calculations</li><li>
Participate on a team or lead additional ad hoc projects and analyses</li></ul>
Primary Skills &amp; Requirements:<ul><li>
2+ years of experience in compensation or finance administration</li><li>
Demonstrated ability to retrieve and manipulate large and complex data sets from internal systems</li><li>
Bachelor&rsquo;s degree in Accounting, Finance, or other Business-related field preferred</li><li>
Software and/or internet experience is a plus</li><li>
Experienced with Sales Operations/Sales Compensation is preferred</li><li>
Advanced Excel skills (proficient in building models and tools)</li><li>
Strong communication and customer satisfaction skills, ability to drive initiatives and projects with management</li><li>
Ability to adapt to the rapid business and organizational changes that accompany a high-growth environment</li></ul>
Benefits Available<ul><li>
Medical/Dental/Vision Insurance</li><li>
401(k) Retirement Plan</li><li>
Paid Holidays</li><li>
PTO</li><li>
Community Service PTO</li><li>
FSA/HSA</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Commissions Analyst

<div>Job summary:
We are seeking a seasoned and results-driven Agent Recruiter to lead strategic recruitment efforts for licensed health insurance agents.
The ideal candidate brings deep industry knowledge, strong relationship-building skills, and a proven track record of recruiting success in a fast-paced, regulated environment.
Let&rsquo;s talk job responsibilities:<ul><li>
Recruit and engage agents: Actively seek out new agents to join the team and engage existing ones to foster a positive working relationship.</li><li>
Business growth: Work closely with agents to help them grow their business with Senior Marketing Specialists.</li><li>
Team collaboration: Collaborate effectively with a close-knit team of mentors within the department to achieve common goals.</li><li>
Continuous learning: Continually learn and adapt to new strategies and techniques in the field of marketing.</li><li>
Career development: Show a strong work ethic and a passion for growth, aiming to build a rewarding career within the company.</li><li>
Communication: Maintain strong communication with team members, agents, and other stakeholders.</li><li>
Administrative tasks: Perform basic computer tasks such as typing, data entry, and using Microsoft Office tools efficiently.</li><li>
Perform other duties as assigned to support the needs of the team.</li></ul>
Your experience and skills:<ul><li>
High School degree or equivalent</li><li>
4-6 years of relevant experience</li><li>
Ability to communicate effectively and professionally both verbally and written</li><li>
Excellent Customer service skills</li><li>
Organized and can prioritize tasks; multi-task in a fast-paced environment</li><li>
Ability to work as part of a team and independently</li><li>
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Agent Recruiter

<div>Job summary:
The Senior Treasury Analyst supports Integrity&rsquo;s treasury function by delivering high-impact cash flow analysis and forecasting, building and maintaining treasury reporting and dashboards, and assisting with capital markets, debt service, and liquidity management. This role combines strong financial analytics with operational treasury execution, partnering cross-functionally with FP&amp;A, Accounting, Tax, and business unit finance teams to provide visibility into cash, liquidity, leverage, covenant performance, and funding needs. The Senior Treasury Analyst also helps strengthen treasury governance, controls, and reporting processes through automation, standardization, and continuous improvement.
Job responsibilities:
Cash Flow Forecasting &amp; Analysis<ul><li>
Own and enhance short-term and mid-term cash forecasting (daily/weekly/monthly), including variance analysis versus actuals, drivers, and trend insights.</li><li>
Build and maintain forecast models that incorporate operating, investing, and financing cash flows; align assumptions with FP&amp;A and business units.</li><li>
Develop and communicate key cash metrics (e.g., liquidity runway, free cash flow, collections/disbursements trends, seasonality, sensitivity scenarios).</li><li>
Lead forecast process improvements, including standard templates, data sources, and clear forecasting calendars and accountability.</li></ul>
Treasury Reporting, Dashboards &amp; Analytics<ul><li>
Build and maintain treasury dashboards and recurring reporting for executive leadership (cash position, liquidity, debt, covenants, risk exposures).</li><li>
Improve data accuracy and timeliness by integrating inputs from ERP, bank portals, TMS, and data tools; streamline manual steps with automation.</li><li>
Establish standardized definitions and documentation for key metrics (e.g., &ldquo;available liquidity,&rdquo; &ldquo;restricted cash,&rdquo; &ldquo;net debt,&rdquo; &ldquo;debt service&rdquo;).</li><li>
Create repeatable &ldquo;close-like&rdquo; monthly treasury reporting routines with strong controls and reconciliations.</li></ul>
Capital Markets, Debt &amp; Debt Service Support<ul><li>
Support debt service forecasting, including interest expense, amortization schedules, fees, and covenant-related items.</li><li>
Maintain debt model(s) and support compliance reporting (borrowing base, leverage ratios, interest coverage, or other covenant calculations as applicable).</li><li>
Prepare materials for lender updates, internal leadership, and ad-hoc financing analyses (e.g., refinancing scenarios, rate sensitivity).</li><li>
Coordinate with Accounting on debt-related entries, accruals, and documentation, and support audit requests.</li></ul>
Liquidity, Banking &amp; Cash Management Operations<ul><li>
Support daily cash positioning activities (as applicable), including visibility into bank balances, sweeps, ZBA structures, and intercompany funding.</li><li>
Partner with AP/AR, Payroll, and Accounting to understand timing of disbursements/collections and reduce forecasting noise.</li><li>
Assist with bank relationship management activities: bank account documentation, signers/entitlements, service reviews, and fee analysis.</li></ul>
Risk &amp; Controls (Interest Rate, Counterparty, Process Governance)<ul><li>
Support risk monitoring and reporting (interest rate exposure, investment balances, counterparty concentrations), consistent with policy guidelines.</li><li>
Maintain clear process documentation, controls, and approval workflows for treasury reporting, forecasts, and debt service processes.</li><li>
Participate in special projects including acquisitions/integration workstreams, new account set-ups, payment changes, or system implementations.</li></ul>
Required Qualifications<ul><li>
Bachelor&rsquo;s degree in finance, Accounting, Economics, or related field.</li><li>
4 - 7+ years of relevant experience in Treasury, Corporate Finance, FP&amp;A, Banking, or Capital Markets.</li><li>
Demonstrated expertise building cash flow forecasts and variance analysis, including executive-ready insights and commentary.</li><li>
Strong proficiency in data analysis and Excel modeling (advanced formulas, pivots).</li><li>
Experience supporting debt service, covenant analytics, and capital structure reporting (or similar capital markets exposure).</li><li>
Strong written and verbal communication skills; ability to synthesize complex data into concise, decision-oriented outputs.</li><li>
Strong attention to detail, control mindset, and ability to manage multiple priorities under deadlines.</li><li>
ERP experience (Oracle, SAP, NetSuite, Workday, etc.) and bank portal familiarity (JPMorgan Access, BofA CashPro, CitiDirect, etc.).</li><li>
Understanding of cash pooling/ZBA structures, intercompany funding, restricted cash considerations, and treasury policy frameworks.</li><li>
Experience in a high-growth, multi-entity environment; exposure to M&amp;A integration or business unit onboarding.</li><li>
Experience with a Treasury Management System (TMS) (e.g., Kyriba, GTreasury, SAP Treasury, FIS, etc.) preferred.</li><li>
MBA, CPA, CTP, or progress toward certification preferred.</li></ul>
About Integrity
Integrity is one of the nation&rsquo;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&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;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 &mdash; in person, over the phone or online. Integrity&rsquo;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.</div>

Senior Treasury Analyst

Join Integrity Marketing Group and explore 12   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.