Senior Manager-Financial Planning and Analysis - 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 is seeking a highly skilled and experienced Senior Manager for their Financial Planning & Analysis (FP&A) team. In this role, you will support the Senior Director in leading the FP&A function, providing high-quality strategic financial analysis, forecasting, and decision support to the business.

Principal Duties and Responsibilities

• Lead the FP&A function alongside the Senior Director, overseeing budgeting, forecasting, and financial analysis processes to support strategic decision-making and business planning.

• Oversee the development and maintenance of financial models and dashboards to analyze historical performance, forecast future trends, and evaluate business opportunities.

• Oversee the collaboration with cross-functional teams to understand business drivers, key performance indicators (KPIs), and market dynamics, providing insights and recommendations to Senior Director and senior leadership.

• Oversee the preparation and presentation of financial reports, variance analysis, and key insights to the Senior Director and senior leadership, highlighting areas of opportunity and risk.

• Drive process improvement and automation initiatives within the FP&A function, leveraging Snowflake, Alteryx, Tableau, and PowerBI to streamline data collection, analysis, and reporting.

• Partner with IT and data engineering teams to optimize data infrastructure and integration processes, ensuring accuracy and reliability of financial data.

• Mentor and develop junior members of the FP&A team, providing guidance on financial modeling, data analysis techniques, and best practices.

• Stay abreast of industry trends, emerging technologies, and best practices in finance and analytics, continuously enhancing skills and knowledge in data structuring and visualization tools, and financial analysis techniques.

• Lead special projects and ad hoc analyses as required by Senior Director and senior leadership, providing actionable insights and recommendations to support strategic initiatives.

Experience and Education

• Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or advanced degree preferred.

• Minimum of 7 years of progressive experience in financial planning & analysis, with at least 3 years in a managerial or leadership role.

Required Skills and Abilities

• Demonstrated experience in data and process transformation, with the ability to effectively oversee the timely and successful execution of initiatives.

• Advanced knowledge of financial concepts, accounting principles, and corporate finance principles.

• Proven ability to develop complex financial models and perform sophisticated financial analysis to support decision-making.

• Excellent communication and presentation skills, with the ability to distill complex financial information into clear, actionable insights for senior leadership.

• Strong leadership and team management skills, with the ability to motivate and develop a high-performing FP&A team.

• Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and stakeholders effectively.

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!