Sr. Vice President Financial Planning Analysis

SelectQuote, Inc.•Overland Park, KS

3d•Onsite

About The Position

Reporting directly to the CFO, the SVP Financial Planning & Analysis serves as a financial advisor to the CEO, our operating segments, and the executive team for strategic planning, resource allocation, and driving sustainable shareholder value. Overseeing all aspects of the Budget and our forward looking financials. Developing appropriate tracking methods for revenue and expenses. Responsibilities include collaborating with the business units and leading a high performing FP&A team. This position has direct supervisory responsibilities.

Requirements

Bachelor's degree in finance or accounting
12+ years of proven work experience as a Senior Finance leader
Deep expertise in advanced financial modeling, driver-based forecasting, zero-based budgeting, and performance management methodologies
In-depth knowledge of financial benchmarking, accounting, audit and tax compliance and other regulatory matters
Adept in fiscal management principles and processes, including resource management and needs assessment
Partner with Chief Financial Officer & Chief Executive Officer to establish and track financial objectives
Strong written and oral communication skills, leadership capabilities and analytical skills.
Excellent project management skills with a proven ability to meet deadlines
Ability to solve routine or complicated problems effectively and drive projects to successful completion
Aptitude to develop partnerships with teams within the department and across the company.
Ability to compose and present comprehensive reports and presentation
Proficient at planning, organizing and presenting training activities to diverse employee groups.
Comfortable with authoring many types of documents, including agendas, action/project plans, and presentations
Experience building out financial processes and systems (preferably with AI & automation) in support of accuracy and efficiency

Nice To Haves

Certifications in Finance or Accounting preferred, but not required

Responsibilities

Spearhead the creation of executive-level management reporting packages (e.g., Board presentations, quarterly business reviews) to clearly communicate financial performance, key performance indicators (KPIs), and variance analyses to stakeholders
Responsible for executing the development and approval for annual and long-term enterprise level budgets and forecasts approved by the executive team and Board, in a SOX compliant manner.
Create a reliable cash flow projection process and reporting structure that includes a minimum cash threshold to meet operational needs
Routinely review revenue cycle metrics to identify and address issues affecting overall performance proactively
Act as a strategic business partner to executive leaders, providing financial guidance on capital allocation, ROI analysis for major initiatives, and optimization of business performance drivers
Partner with senior leaders to ensure the company hits revenue and other key financial targets

Benefits

Competitive Medical, Dental, and Vision Insurance
HSA/FSA
Voluntary Hospital Indemnity, Critical Illness, Accident Insurance, and Short Term Disability
Voluntary Life Insurance for Self, Spouse and Dependent
Company-paid Basic Life Insurance and Long Term Disability
Retirement plan and Employer match contribution with Profit Share
Tuition Reimbursement program
Company perks and Discount program
Engaging Wellness and Financial Education Resources
Employee Assistance Program
Incentive Plans