Vice President – Financial Planning and Analysis

📋 Description

• Lead the yearly budgeting and forecasting processes by creating advanced strategic models that reflect the distinct complexities of our insurance and administrative services business model.

• Act as a vital strategic ally to department heads, providing financial expertise and actionable recommendations to assist them in reaching their operational and financial goals.

• Design and automate impactful management reporting packages that track KPIs, highlight essential trends, and assess budget versus actual performance for executive reviews and Board meetings.

• Develop and sustain sophisticated financial models to evaluate client and broker profitability, claims and reserve dynamics, staffing needs, and potential M&A or partnership opportunities.

• Enhance financial systems and workflows to improve the speed and accuracy of reporting, with a strong emphasis on utilizing AI-driven tools to foster operational innovation.

⛳️ Requirements

• At least 10 years of progressive financial experience, including a minimum of 5 years focused on high-impact FP&A leadership roles.

• Extensive knowledge within the insurance, administrative services, SaaS, or financial services industries is highly preferred.

• A Bachelor’s degree in Finance, Accounting, or Economics; advanced qualifications such as an MBA, CPA, or CFA are strongly preferred.

• Proficiency in Microsoft Excel, particularly in creating advanced strategic models and conducting sensitivity analyses.

• Practical experience with advanced financial planning systems such as Adaptive Planning, Anaplan, or Vena.

• Knowledge of enterprise-grade ERP systems like NetSuite or Intacct, as well as BI and data visualization tools like Tableau or Power BI.

• Demonstrated capability to utilize AI-driven tools to improve financial reporting, analysis, and operational innovation.

• Exceptional ability to convert complex financial data into clear, engaging narratives for executive-level discussions.

• Outstanding interpersonal and communication skills to influence stakeholders and promote cross-functional collaboration.

• A keen attention to detail combined with a broad, strategic "big picture" perspective.

🏝️ Benefits

• Health coverage: 100% of medical, dental, and vision premiums for you and your dependents.

• Fully remote work arrangement.

• Technology allowance provided.

• Flexible PTO and holiday schedule.

• Financial wellness benefits: 401(k) match.