Financial Planning and Analysis Manager

Financial Planning And Analysis Manager

For more than 45 years, Careington International has been a leader in the health and wellness benefits space. Since its founding in 1979, Careington has been delivering dental discount solutions as its core competency. Today, Careington has expanded to offer a growing portfolio of 150+ health, wellness, lifestyle and virtual health products and services designed to deliver cost savings across a spectrum of life needs. Through its affiliated nationally licensed third-party administrator (TPA), Careington International also delivers full-scale administrative services, including customer service, licensed enrollment, claims administration, individual and group billing.

This is a hybrid role with attendance required onsite 3x a week at our Frisco, TX office.

Management Responsibilities

• Lead, mentor, and develop a team of two analysts, fostering a collaborative, high-performance culture focused on growth and continuous improvement.
• Set clear goals and performance expectations, provide regular feedback, and conduct performance reviews.
• Review, enhance, and oversee team deliverables to ensure accuracy, consistency, and actionable insights.
• Delegate responsibilities effectively while maintaining accountability for outcomes and deadlines.
• Manage the recruitment, onboarding, and training of new team members, including job descriptions, interviews, and system/process training.

Responsibilities

• Take a hands-on approach to supporting the FP&A team, jumping into day-to-day tasks when needed.
• Prepare, analyze, and interpret key financial reports, including:
• Budget vs. actual analyses (IT spend, revenue, SG&A)
• Monthly income statement and balance sheet packages
• Annual budget models and supporting schedules
• Cash flow budgets and forecasts
• Profitability reports by client, business line, and legal entity
• Develop new reports and ad hoc analyses by extracting and summarizing data from internal systems (Microsoft Dynamics GP, Carelynx, etc.), providing actionable insights to leadership, internal departments, and external parties.
• Partner with the Controller and CFO on reporting for quarterly board meetings, and present financial results to executives and department leaders as needed.
• Collaborate with department heads to deliver accurate, timely financial analysis.

Accounting Responsibilities

• Support month-end close by reviewing/posting journal entries, reconciling accounts, and ensuring financial accuracy.
• Partner with the Controller, AVP of Accounting, and Accounting Analyst during close and audit activities.
• Assist with IRS information reporting and related administrative tasks.
• Serve as a backup for other finance and accounting team members as needed.
• Assist the Controller with annual corporate insurance policy renewals and other risk management projects.

Knowledge, Experience, Skills & Abilities

• 7+ years of hands-on FP&A and internal financial reporting experience, including budgeting, forecasting, variance analysis, and executive reporting.
• 1+ years of proven leadership experience, with a track record of mentoring teams, driving collaboration, and improving reporting processes.
• Advanced proficiency in Microsoft Excel (complex functions, financial modeling, and large linked datasets) and strong knowledge of Microsoft Office.
• Strong understanding of financial statements and their interrelationships (Income Statement, Balance Sheet, Cash Flow).
• Skilled in developing financial analyses, interpreting results, and presenting insights to executive leadership.
• Familiarity with ERP systems and conversions; Microsoft Dynamics Great Plains experience a plus.
• Highly organized, detail-oriented, and process-minded with strong analytical and problem-solving abilities.
• Able to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining accuracy and accountability.
• Excellent written and verbal communication skills; collaborative and professional team player committed to confidentiality and sound judgment.

Education & Software

• Bachelor's degree in Accounting or Finance required; Master's preferred.
• Experience with accounting software; Microsoft Dynamics Great Plains strongly preferred.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.