Manager - Financial Planning & Analysis

Goosehead Insurance • Westlake, OH

9d

About The Position

The Manager, Financial Planning & Analysis (FP&A) plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful expense forecasts, operational analyses, and investment evaluations. This role is responsible for building scalable planning processes and financial frameworks to support core business functions, including Technology, Servicing, and General & Administrative (G&A) teams. Reporting to the Director, FP&A, this position will lead budgeting and forecasting for operating/capital expenses and headcount, provide visibility into cost drivers and efficiency opportunities, and establish governance around business cases and capital allocation. The role offers frequent exposure to senior leadership and requires strong collaboration across operational, technology, and accounting 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
• Experience supporting operating expense planning, headcount modeling, or business case evaluation preferred
• Prior experience in a high-growth or operationally complex environment preferred
• Strong experience in financial modeling, variance analysis, and budgeting processes
• Advanced Excel and financial modeling skills required
• Proficiency in SQL and experience working with large datasets
• Experience with financial planning tools strongly preferred
• Experience with cloud data platforms (e.g., Snowflake) and BI/reporting tools (e.g., Power BI or similar)
• Strong analytical and problem-solving skills with the ability to translate data into actionable insights
• Ability to connect financial results to operational drivers and business outcomes
• Excellent communication and presentation skills, with the ability to influence non-finance stakeholders
• High attention to detail and commitment to process improvement
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment
• Strong cross-functional collaboration skills, particularly with operational and technology teams

Responsibilities

• Lead the development, maintenance, and refinement of operating expense forecasts, budgets, and long-term projections, including headcount and vendor-related spend
• Partner with Technology, Servicing, and G&A leaders to understand cost drivers, resource needs, and investment priorities
• Analyze departmental spend, headcount trends, and productivity metrics to identify risks, inefficiencies, and optimization opportunities
• Establish and enforce business case governance frameworks, including ROI analysis, payback tracking, and post-investment reviews
• Support capital allocation decisions by evaluating strategic initiatives, projects, and vendor investments
• Prepare and deliver recurring and ad-hoc reporting packages with actionable insights for executive leadership
• Conduct variance analysis of actual results against budget, forecast, and prior periods, with clear identification of underlying drivers
• Oversee and improve headcount planning processes, including workforce modeling and alignment with business strategy
• Monitor and analyze vendor spend trends, including contract evaluation, cost optimization opportunities, and long-term commitments
• Partner cross-functionally with Accounting, Procurement, and Operations to ensure alignment between financial plans and actual results
• Drive continuous improvement in financial modeling, forecasting tools, and planning processes to increase efficiency and scalability
• Act as a strategic advisor by proactively identifying cost-saving opportunities and areas for operational improvement
• Provide coaching, guidance, and support to FP&A analysts, including reviewing work products and developing analytical capabilities

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: Manager