Globe Life
Sr. Director, Financial Planning & Analysis (Hybrid)
Globe Life, Mckinney, Texas, United States, 75070
Sr. Director, Financial Planning & Analysis (Hybrid)
Globe Life is looking for a Sr. Director, Financial Planning & Analysis to join our team. The role reports to the SVP, Financial Planning & Analysis and focuses on leading the annual and strategic planning processes, ensuring the quality, integrity, timeliness, and accuracy of operating plans, financial forecasts, quarterly revisions, and variance analysis.
Role Overview This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday‑Thursday). The ideal candidate is willing to work remotely and in the office as required.
Primary Duties & Responsibilities
Lead the annual and strategic planning process and deliver high‑quality, accurate, and complete financial forecasts and executive‑level variance analysis.
Oversee month/quarter/year‑end reviews with the executive leadership team and other stakeholders.
Lead system transformation initiatives, spearheading the strategic migration from Anaplan to Workday Adaptive while ensuring seamless business continuity and enhanced analytical capabilities.
Engineer scalable, automated planning processes that eliminate manual redundancies, reduce cycle times, and ensure consistent, high‑quality financial deliverables across all planning areas.
Champion the implementation of next‑generation planning and reporting tools that revolutionize FP&A's analytical capabilities and provide executives with real‑time, actionable business intelligence.
Implement intelligent workflow automation using advanced planning software to streamline planning cycles, enhance forecast accuracy, and provide self‑service analytics capabilities to business partners.
Demonstrate a strong understanding of Globe Life’s overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data‑driven and actionable insights.
Manage and lead an FP&A team by providing positive coaching and development to strengthen and grow the team’s capabilities.
Identify priorities and set clear expectations for the FP&A team’s deliverables, including process improvements, system enhancements, and business partnerships.
Provide the executive leadership team with accurate, timely management reporting and presentations that effectively communicate opportunities, risks, and issues at the executive level.
Educate stakeholders on how to leverage FP&A planning tools and capabilities.
Build working relationships, influence, and provide financial leadership to other areas of the organization.
What You Can Bring
Bachelor’s Degree in finance, accounting, or economics; MBA preferred.
10‑15 years of relevant work in finance, including a minimum of 5 years leading a corporate FP&A team with managers.
Financial services industry experience; insurance preferred.
Expert‑level Microsoft Excel with an aptitude for systems and reporting for analysis.
High proficiency in data visualization tools (Tableau, Power BI).
High proficiency in SQL for transforming large data sets and performing analysis.
Experience working with a large ERP/financial system.
Experience planning corporate performance management software; Workday Adaptive preferred.
Strong understanding of US GAAP and corporate finance principles.
Proven ability to lead a team and influence stakeholders to achieve objectives.
Proven experience optimizing, building, documenting, and implementing standard operating processes.
Strong intellectual curiosity and problem‑solving skills, with the ability to synthesize complex information and develop actionable insights and recommendations.
High integrity, an analytical mindset, exceptional organizational skills, and experience leading a high‑performance culture.
Ability to work to deadlines, juggle multiple projects, and maintain sharp attention to detail.
Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels.
Strong interpersonal skills and the ability to build effective relationships with senior executives.
Balance a high sense of urgency with presenting detail‑oriented, accurate financial information.
Willingness to work long hours, including evenings and weekends, to meet planning and reporting deadlines.
Applicable To All Employees of Globe Life Family of Companies
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans.
Robust life insurance benefits and retirement plans, including company‑matched 401k and pension plan.
Paid holidays and time off to support a healthy work‑life balance.
Parental leave to help our employees welcome new additions.
Subsidized all‑in‑one subscriptions to support fitness, mindfulness, nutrition, and sleep goals.
Company‑paid counseling for mental health, stress management, and work‑life balance.
Continued education reimbursement eligibility and company‑paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
#J-18808-Ljbffr
Globe Life is looking for a Sr. Director, Financial Planning & Analysis to join our team. The role reports to the SVP, Financial Planning & Analysis and focuses on leading the annual and strategic planning processes, ensuring the quality, integrity, timeliness, and accuracy of operating plans, financial forecasts, quarterly revisions, and variance analysis.
Role Overview This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday‑Thursday). The ideal candidate is willing to work remotely and in the office as required.
Primary Duties & Responsibilities
Lead the annual and strategic planning process and deliver high‑quality, accurate, and complete financial forecasts and executive‑level variance analysis.
Oversee month/quarter/year‑end reviews with the executive leadership team and other stakeholders.
Lead system transformation initiatives, spearheading the strategic migration from Anaplan to Workday Adaptive while ensuring seamless business continuity and enhanced analytical capabilities.
Engineer scalable, automated planning processes that eliminate manual redundancies, reduce cycle times, and ensure consistent, high‑quality financial deliverables across all planning areas.
Champion the implementation of next‑generation planning and reporting tools that revolutionize FP&A's analytical capabilities and provide executives with real‑time, actionable business intelligence.
Implement intelligent workflow automation using advanced planning software to streamline planning cycles, enhance forecast accuracy, and provide self‑service analytics capabilities to business partners.
Demonstrate a strong understanding of Globe Life’s overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data‑driven and actionable insights.
Manage and lead an FP&A team by providing positive coaching and development to strengthen and grow the team’s capabilities.
Identify priorities and set clear expectations for the FP&A team’s deliverables, including process improvements, system enhancements, and business partnerships.
Provide the executive leadership team with accurate, timely management reporting and presentations that effectively communicate opportunities, risks, and issues at the executive level.
Educate stakeholders on how to leverage FP&A planning tools and capabilities.
Build working relationships, influence, and provide financial leadership to other areas of the organization.
What You Can Bring
Bachelor’s Degree in finance, accounting, or economics; MBA preferred.
10‑15 years of relevant work in finance, including a minimum of 5 years leading a corporate FP&A team with managers.
Financial services industry experience; insurance preferred.
Expert‑level Microsoft Excel with an aptitude for systems and reporting for analysis.
High proficiency in data visualization tools (Tableau, Power BI).
High proficiency in SQL for transforming large data sets and performing analysis.
Experience working with a large ERP/financial system.
Experience planning corporate performance management software; Workday Adaptive preferred.
Strong understanding of US GAAP and corporate finance principles.
Proven ability to lead a team and influence stakeholders to achieve objectives.
Proven experience optimizing, building, documenting, and implementing standard operating processes.
Strong intellectual curiosity and problem‑solving skills, with the ability to synthesize complex information and develop actionable insights and recommendations.
High integrity, an analytical mindset, exceptional organizational skills, and experience leading a high‑performance culture.
Ability to work to deadlines, juggle multiple projects, and maintain sharp attention to detail.
Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels.
Strong interpersonal skills and the ability to build effective relationships with senior executives.
Balance a high sense of urgency with presenting detail‑oriented, accurate financial information.
Willingness to work long hours, including evenings and weekends, to meet planning and reporting deadlines.
Applicable To All Employees of Globe Life Family of Companies
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans.
Robust life insurance benefits and retirement plans, including company‑matched 401k and pension plan.
Paid holidays and time off to support a healthy work‑life balance.
Parental leave to help our employees welcome new additions.
Subsidized all‑in‑one subscriptions to support fitness, mindfulness, nutrition, and sleep goals.
Company‑paid counseling for mental health, stress management, and work‑life balance.
Continued education reimbursement eligibility and company‑paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
#J-18808-Ljbffr