Director of Financial Planning and Analysis

Goosehead Insurance • Westlake, OH

4d

About The Position

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.
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
• 10+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
• Prior experience building and leading FP&A teams required
• 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

Nice To Haves

• MBA or Master’s degree preferred
• Experience in a high-growth, private equity-backed environment preferred

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