Director, Financial Planning & Analysis

DELTA DENTAL OF VIRGINIA•Roanoke, VA

12h•Onsite

About The Position

The Financial Planning & Analysis Director will report directly to the CFO. The position will support financial responsibility initiatives of the Company and its senior management by oversight of the Financial Planning & Analysis department. The FP&A function leads the annual budget and forecast process; creates Board materials; monitors the financial status and performance of the Enterprise, initiatives, and special projects; assesses financial risks; develops and monitors key financial and operational performance measures; and participates in gating and due diligence of major investments. The position requires ability to promote conversation regarding topics and consideration of alternatives, excellent analytical and critical thinking, attention to detail, and strong communication and interpersonal skills.

Requirements

10+ yrs of relevant financial planning and analysis function experience
Bachelor’s degree in Finance, Accounting, Economics or other business-related field from an accredited institution
Ability to think and plan strategically for organizational success
Demonstrated experience leading people and getting results through others
Excellent technical and analytical skills in finance, forecasting, financial modeling, analysis and budgeting. An understanding of business disciplines to develop, analyze and interpret financial data
High level of expertise with Excel, PowerPoint, CoPilot, and database query tools
Strong interpersonal and communication skills

Nice To Haves

MBA preferred

Responsibilities

Advance FP&A analytical standards aligned to enterprise goals.
Partner across Finance to incorporate key accounting items into updates and forecasts.
Collaborate with business leaders (Actuarial, Operations, Marketing, PMO, Sales, Underwriting, CPS, etc.) on reporting/analysis needs and building financial acumen.
Assess FP&A frameworks, tools, and processes for A.I. enhancements aligned with corporate strategy.
Develop team capability through cross-training; simplify complex work to enable flexible support for the Director.
Prepare Board materials and Committee reports; contribute to development and organization.
Analyze complex reports and present findings clearly for stakeholders.
Provide supporting documentation and background on agenda topics.
Attend Board and/or Committee meetings as requested.
Support financial modeling of forward-looking projections (premiums, claims, expenses, staffing, etc.).
Monitor key financial/operational metrics; identify drivers and leading indicators.
Deliver ad-hoc analysis and projections to inform decisions and highlight trends, risks, and opportunities.
Strengthen leadership forecasting rigor and engagement; apply judgment on where to deepen analysis.
Improve projection/analysis accuracy, provide early warning on variances, and surface business trends.
Support market and product-line analysis to maximize total company profitability.
Manage the enterprise budget planning application (reporting, access controls, training, UI, and Acumatica integration).
Lead the annual planning cycle (current year estimate, next year budget, multi-year projection).
Refine and deliver end-user models for Gross Margin, Compensation/Benefits, and metric/volume-based expenses.
Analyze and report on submitted budget inputs from constituents.
Ensure P&L impacts of corporate initiatives are captured (efficiencies, expenses, gross margin, etc.).
Support development of business plan assumptions across functions.
Coordinate the Business Plan document and related Board materials, including multi-year projections.
Manage the Monthly Operational Review meeting (MOR): develop agenda topics, coordinate materials, and facilitate alignment.
Oversee monthly IT JV invoice submission/review/approval; analyze variances; partner on annual budgeting for equipment, software, maintenance, and usage.
Track and report annual incentive program progress and results.
Develop strategic plan financial models, templates, and senior management presentations.
Partner with department heads on ROI projections for major projects and track results versus milestones.
Support gating and cost-benefit analysis for major investments; raise critical questions.
Monitor financial progress, milestones, and overall status of major initiatives and investments.
Participate in ERM processes and assess financial planning impacts.
Promote a risk-aware culture and adhere to required risk and compliance standards and procedures.