Manager- Finance Transformation - Military Veterans

About Goosehead

Since 2003, 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.

Job Summary

Goosehead Insurance Agency is seeking a Finance Transformation Manager with a finance, project management, and software lifecycle management background to provide support for financial systems and deliver technology-assisted finance process improvement projects. The individual must have experience developing or supporting system integrations, developing and understanding database queries, and direct ERP implementation experience. The individual must be able to quickly gain proficiency with new systems and processes and be able to efficiently communicate complex financial processes and requirements to all levels of an organization.

The manager designs, develops, and implements analytical tools and data solutions to support a data-driven decision-making and process improvement culture. This role comprehensively understands finance data needs, gathers requirements, analyzes data, and develops robust analytics solutions for special projects, self-service analytics, and executive user consumption.

Principal Duties and Responsibilities

• Manages NetSuite, Coupa, and Alteryx Server platforms

• Designs, develops, and supports Alteryx and other automation workflow solutions

• Designs, develops, and supports data visualizations, enterprise reports, and intuitive/actionable dashboards

• Understands and advises on finance data sources and business rules for KPI and report generation calculations

• Provides data insights and contributes to development of data enhancement requirements

• Maintains strong relationships across finance, IT, and other Goosehead functions in support of strategic objectives

• Supports Goosehead’s digital finance transformation by promoting a data-driven, decision-making culture

• Partners with finance and accounting teams to deliver ad hoc automation and reporting projects

• Remains current with the latest BI advancements to continuously enhance reporting capabilities

Experience and Education

• 5 years combined experience in accounting, finance, data analytics, or information systems role

• 2+ years hands on experience developing and supporting business analytics reports, dashboards, and tools

• 2+ years of system administration experience

• Prior NetSuite, Coupa, and Alteryx Designer or Server Experience

• Previous work experience as a non-technical, functional financial analyst or accountant

Required Skills and Abilities

• Proficiency with SQL, Python, R, or other scripting language

• Project team member experience on an ERP Implementation project

• Lean Six Sigma Certification

• Excellent verbal and written communication skills demonstrated by experience communicating with an executive level audience

Benefits Summary

• High 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. 

To learn more about our job opportunities, apply here. We look forward to speaking with you!