Manager, Financial Planning & Analysis – Sales & Revenue

Goosehead Insurance • Westlake, OH

3d

About The Position

The Manager, Financial Planning & Analysis – Sales & Revenue plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful revenue forecasts and analyses and building scalable forecasting processes and frameworks to support a rapidly growing business. Reporting to the Director, FP&A, this role will be responsible for leading revenue budgeting and forecasting processes, analyzing sales results, and providing actionable insights into performance trends, challenges, and opportunities. This position offers frequent exposure to senior leadership and requires strong collaboration with sales, operations, accounting, and executive teams.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; Master’s degree preferred
• 4–7+ years of experience in financial planning and analysis, corporate finance, or related roles
• Prior experience in a high-growth, multi-location, sales-driven environment
• Strong experience in revenue forecasting, financial modeling, and variance analysis
• Advanced Excel and financial modeling skills required
• Proficiency in SQL and experience navigating data warehouses to extract, manipulate, and analyze large datasets
• Experience with financial planning tools strongly preferred
• Experience working with cloud data platforms (e.g. Snowflake) and with BI/reporting tools (e.g. Power BI, or similar)
• Strong analytical, problem-solving, and quantitative skills with the ability to translate data into clear insights and recommendations
• Excellent communication and presentation skills, with the ability to effectively engage with executives and non-finance stakeholders
• High attention to detail with a commitment to continuous process improvement
• Ability to manage multiple priorities and deliver high-quality work under tight deadlines
• Proven ability to build strong cross-functional relationships and influence decision-making.

Responsibilities

• Lead the development, maintenance, and refinement of revenue forecasts, budgets, and long-term projections including pipeline-to-revenue modeling and driver-based assumptions
• Analyze key sales and revenue metrics to identify trends, risks, and opportunities across different business segments
• Partner cross-functionally with sales, operations, and finance leaders to understand performance drivers and support strategic decision-making
• Prepare and deliver recurring and ad-hoc reporting packages with clear insights and recommendations to executive leadership
• Develop models and reporting that provide visibility into sales performance, conversion rates, retention, and other relevant KPIs
• Conduct variance analysis of actual results against budget, forecast, and prior periods to highlight underlying drivers
• Support the annual planning process by collaborating with stakeholders across the organization to build detailed and accurate revenue plans
• Continuously improve financial modeling, forecasting tools, and processes to increase efficiency, accuracy, and scalability
• Provide financial analysis support for new initiatives, strategic projects, and investment opportunities
• Act as a trusted advisor by proactively identifying areas of concern or growth opportunities in financial performance
• Provide coaching, guidance, and support to FP&A analysts, including reviewing selected work products and fostering development of analytical skills

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: Mid Level