Director, Financial Planning – Analysis

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full-time

Posted on:

Location Type: Hybrid

Location: McKinney • Texas • United States

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Job Level

Lead

Tech Stack

ERPSQLTableau

About the role

  • 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 capabilities of the team.
  • Identify priorities and set clear expectations for deliverables of the FP&A team for 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.

Requirements

  • Degree in finance, accounting, economics; MBA preferred.
  • 10-15 years of relevant work in finance, including a minimum of 5 or more years of experience leading a corporate FP&A team, including managers.
  • Financial Services industry experience, insurance preferred.
  • Demonstrated experience working with a large ERP/Financial system.
  • Demonstrate experience planning corporate performance management software, Workday Adaptive preferred.
  • Expert level Microsoft Excel with an aptitude in systems and reporting for analysis.
  • High proficiency in data visualization tools. (e.g., Tableau, Power BI)
  • High proficiency in SQL skills needed to transform large data sets and perform analysis.
  • Strong understanding of US GAAP and corporate finance principles.
  • Demonstrated ability to lead a team and directly or indirectly 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 unstructured information and develop actionable insights and recommendations.
  • High integrity, a strong analytical mindset, exceptional organizational skills with an eye towards efficiency, and experience leading a high-performance culture.
  • Ability to work to deadlines and juggle multiple projects at a time, while maintaining sharp attention to detail.
  • Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
  • Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels and cross the broader community of stakeholders.
  • Strong interpersonal skills and the ability to easily build effective relationships with senior executives in order to become a trusted advisor/partner of the business.
  • Ability to balance a high sense of urgency with presenting detail-oriented and accurate financial information.
  • Willingness to work, at times and as needed, long hours during the week and on weekends to meet planning and reporting deadlines.
Benefits
  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
  • 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 their new additions.
  • Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
  • Company-paid counseling for assistance with 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial forecastingvariance analysisworkflow automationdata visualizationSQLMicrosoft Excelcorporate performance management softwarefinancial analysisprocess optimizationUS GAAP
Soft Skills
leadershipcoachingproblem-solvingorganizational skillscommunicationinterpersonal skillsanalytical mindsetattention to detailinfluencetime management
Certifications
MBA