Director of Financial Planning and Analysis
Goosehead Insurance
Director, Financial Planning & Analysis (FP&A)Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so, we're more than just a bit selective when it comes to hiring new team members.Principal Duties and ResponsibilitiesFinancial Planning & Business PartnershipOwn and lead enterprise-wide financial planning, forecasting, budgeting, and long-range planning processesEstablish planning assumptions, methodologies, and modeling standards across all planning areasPartner with executive and functional leaders to align financial plans with strategic and operational prioritiesOversee planning for revenue, expenses, headcount, and strategic investmentsPerformance Management & InsightsLead performance management and analysis across financial and operational metricsDrive variance analysis and communicate key drivers and implications to senior leadershipEnsure delivery of timely, decision-ready reporting, dashboards, and financial modelsSupport evaluation of strategic initiatives and investments through financial analysis and business case developmentContinuously improve FP&A processes, tools, and data to support accuracy and scalabilityTeam Leadership & DevelopmentLead and develop FP&A managers and analysts, building a high-performing, business-oriented teamSet performance expectations and development priorities for the FP&A functionExperience and EducationBachelor's degree in Finance, Accounting, Economics, or a related field; MBA or Master's degree preferred10+ years of progressive experience in financial planning and analysis, corporate finance, or related rolesPrior experience building and leading FP&A teams requiredExperience in a high-growth, private equity-backed environment preferredStrong expertise in financial modeling, forecasting, and long-range planningAdvanced Excel skills requiredProficiency in SQL and experience working with large datasets and data warehousesExperience with financial planning systems and BI/reporting tools (Power BI, Tableau, etc.)Required Skills and AbilitiesStrong analytical and strategic thinking skills with the ability to translate data into clear insightsExcellent communication and presentation skills, including experience engaging senior leadersProven ability to build strong cross-functional relationships and influence decision-makingStrong people leadership and talent development capabilitiesAbility to manage multiple priorities in a fast-paced environmentHigh standards for accuracy, accountability, and continuous improvementBenefits SummaryHigh-quality voluntary health, vision, disability, life, and dental insurance programs.401K Matching Plan.Employee Stock Purchase Plan.Paid holidays, vacation, and sick leave.Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness.Financial Solution Program.Equal Employment Opportunity:Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
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