Director of Financial Planning and Analysis

Goosehead Insurance • Westlake, OH

2d

About The Position

The Director, Financial Planning & Analysis (FP&A) leads the Company’s financial planning, forecasting, and performance management activities in support of business decision-making and growth. This role owns company-wide planning processes, partners closely with executive and functional leaders, and ensures FP&A insights, tools, and teams scale effectively with the business. The Director is accountable for delivering accurate, timely, and actionable financial insights and for developing a high-performing FP&A team that serves as a trusted business partner across the organization.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or Master’s degree preferred
• 10+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
• Prior experience building and leading FP&A teams required
• Experience in a high-growth, private equity-backed environment preferred
• Strong expertise in financial modeling, forecasting, and long-range planning
• Advanced Excel skills required
• Proficiency in SQL and experience working with large datasets and data warehouses
• Experience with financial planning systems and BI/reporting tools (Power BI, Tableau, etc.)
• Strong analytical and strategic thinking skills with the ability to translate data into clear insights
• Excellent communication and presentation skills, including experience engaging senior leaders
• Proven ability to build strong cross-functional relationships and influence decision-making
• Strong people leadership and talent development capabilities
• Ability to manage multiple priorities in a fast-paced environment
• High standards for accuracy, accountability, and continuous improvement

Responsibilities

• Own and lead enterprise-wide financial planning, forecasting, budgeting, and long-range planning processes
• Establish planning assumptions, methodologies, and modeling standards across all planning areas
• Partner with executive and functional leaders to align financial plans with strategic and operational priorities
• Oversee planning for revenue, expenses, headcount, and strategic investments
• Lead performance management and analysis across financial and operational metrics
• Drive variance analysis and communicate key drivers and implications to senior leadership
• Ensure delivery of timely, decision-ready reporting, dashboards, and financial models
• Support evaluation of strategic initiatives and investments through financial analysis and business case development
• Continuously improve FP&A processes, tools, and data to support accuracy and scalability
• Lead and develop FP&A managers and analysts, building a high-performing, business-oriented team
• Set performance expectations and development priorities for the FP&A function

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director