Manager - Financial Planning & Analysis

About GooseheadGoosehead 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.Job SummaryThe Manager, Financial Planning & Analysis (FP&A) plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful expense forecasts, operational analyses, and investment evaluations. This role is responsible for building scalable planning processes and financial frameworks to support core business functions, including Technology, Servicing, and General & Administrative (G&A) teams.Reporting to the Director, FP&A, this position will lead budgeting and forecasting for operating/capital expenses and headcount, provide visibility into cost drivers and efficiency opportunities, and establish governance around business cases and capital allocation. The role offers frequent exposure to senior leadership and requires strong collaboration across operational, technology, and accounting teams.Principal Duties and ResponsibilitiesLead the development, maintenance, and refinement of operating expense forecasts, budgets, and long-term projections, including headcount and vendor-related spendPartner with Technology, Servicing, and G&A leaders to understand cost drivers, resource needs, and investment prioritiesAnalyze departmental spend, headcount trends, and productivity metrics to identify risks, inefficiencies, and optimization opportunitiesEstablish and enforce business case governance frameworks, including ROI analysis, payback tracking, and post-investment reviewsSupport capital allocation decisions by evaluating strategic initiatives, projects, and vendor investmentsPrepare and deliver recurring and ad-hoc reporting packages with actionable insights for executive leadershipConduct variance analysis of actual results against budget, forecast, and prior periods, with clear identification of underlying driversOversee and improve headcount planning processes, including workforce modeling and alignment with business strategyMonitor and analyze vendor spend trends, including contract evaluation, cost optimization opportunities, and long-term commitmentsPartner cross-functionally with Accounting, Procurement, and Operations to ensure alignment between financial plans and actual resultsDrive continuous improvement in financial modeling, forecasting tools, and planning processes to increase efficiency and scalabilityAct as a strategic advisor by proactively identifying cost-saving opportunities and areas for operational improvementProvide coaching, guidance, and support to FP&A analysts, including reviewing work products and developing analytical capabilitiesExperience and EducationBachelor’s degree in Finance, Accounting, Economics, or related field; Master’s degree preferred4–7+ years of experience in financial planning and analysis, corporate finance, or related rolesExperience supporting operating expense planning, headcount modeling, or business case evaluation preferredPrior experience in a high-growth or operationally complex environment preferredStrong experience in financial modeling, variance analysis, and budgeting processesAdvanced Excel and financial modeling skills requiredProficiency in SQL and experience working with large datasetsExperience with financial planning tools strongly preferredExperience with cloud data platforms (e.g., Snowflake) and BI/reporting tools (e.g., Power BI or similar)Required Skills and AbilitiesStrong analytical and problem-solving skills with the ability to translate data into actionable insightsAbility to connect financial results to operational drivers and business outcomesExcellent communication and presentation skills, with the ability to influence non-finance stakeholdersHigh attention to detail and commitment to process improvementAbility to manage multiple priorities and deliver high-quality work in a fast-paced environmentStrong cross-functional collaboration skills, particularly with operational and technology teamsBenefits SummaryHigh quality voluntary health, vision, disability, life, and dental insurance programs401K Matching PlanEmployee Stock Purchase PlanPaid holidays, vacation, and sick leaveCorporate sponsored programs to enhance employee physical, financial, mental and emotional wellnessFinancial Solution ProgramEqual 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. #J-18808-Ljbffr Goosehead-Insurance