Director - Financial Planning and Analysis
Goosehead Insurance, Roanoke, Texas, United States, 76299
Financial Planning And Business Partnership
Own and lead enterprise-wide financial planning, forecasting, budgeting, and long-range planning processes Establish planning assumptions, methodologies, and modeling standards across all planning areas Partner with executive and functional leaders to align financial plans with strategic and operational priorities Oversee planning for revenue, expenses, headcount, and strategic investments Performance Management And Insights Lead performance management and analysis across financial and operational metrics Drive variance analysis and communicate key drivers and implications to senior leadership Ensure delivery of timely, decision-ready reporting, dashboards, and financial models Support evaluation of strategic initiatives and investments through financial analysis and business case development Continuously improve FP&A processes, tools, and data to support accuracy and scalability Team Leadership And Development Lead and develop FP&A managers and analysts, building a high-performing, business-oriented team Set performance expectations and development priorities for the FP&A function Experience And Education
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or Master's degree preferred 10+ years of progressive experience in financial planning and analysis, corporate finance, or related roles Prior experience leading FP&A teams required Experience in a high-growth, multi-location environment preferred Strong expertise in financial modeling, forecasting, and long-range planning Advanced Excel skills required Proficiency in SQL and experience working with large datasets and data warehouses Experience with financial planning systems and BI/reporting tools (Power BI, Tableau, etc.) Required Skills And Abilities
Strong analytical and strategic thinking skills with the ability to translate data into clear insights Excellent communication and presentation skills, including experience engaging senior leaders Proven ability to build strong cross-functional relationships and influence decision-making Strong people leadership and talent development capabilities Ability to manage multiple priorities in a fast-paced environment High standards for accuracy, accountability, and continuous improvement
Own and lead enterprise-wide financial planning, forecasting, budgeting, and long-range planning processes Establish planning assumptions, methodologies, and modeling standards across all planning areas Partner with executive and functional leaders to align financial plans with strategic and operational priorities Oversee planning for revenue, expenses, headcount, and strategic investments Performance Management And Insights Lead performance management and analysis across financial and operational metrics Drive variance analysis and communicate key drivers and implications to senior leadership Ensure delivery of timely, decision-ready reporting, dashboards, and financial models Support evaluation of strategic initiatives and investments through financial analysis and business case development Continuously improve FP&A processes, tools, and data to support accuracy and scalability Team Leadership And Development Lead and develop FP&A managers and analysts, building a high-performing, business-oriented team Set performance expectations and development priorities for the FP&A function Experience And Education
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or Master's degree preferred 10+ years of progressive experience in financial planning and analysis, corporate finance, or related roles Prior experience leading FP&A teams required Experience in a high-growth, multi-location environment preferred Strong expertise in financial modeling, forecasting, and long-range planning Advanced Excel skills required Proficiency in SQL and experience working with large datasets and data warehouses Experience with financial planning systems and BI/reporting tools (Power BI, Tableau, etc.) Required Skills And Abilities
Strong analytical and strategic thinking skills with the ability to translate data into clear insights Excellent communication and presentation skills, including experience engaging senior leaders Proven ability to build strong cross-functional relationships and influence decision-making Strong people leadership and talent development capabilities Ability to manage multiple priorities in a fast-paced environment High standards for accuracy, accountability, and continuous improvement