ReSource Pro is hiring a
Director Financial Planning Analysis

Summary

The job description is for a Director of Financial Planning and Analysis (FP&A) at ReSource Pro, a company focused on the insurance industry. The role involves supporting senior management in financial analysis, leading month-end and quarter-end variance analysis, collaborating with global teams on consolidated reporting, preparing financial projections, and driving the FP&A team forward through fostering a continuous learning environment.

Requirements

• Bachelor’s degree in Finance, Accounting or related field
• 15-20 years' experience in corporate finance or FP&A role
• 10+ years' experience leading a team and managing the work associated with the department

Responsibilities

• Support the analysis and presentation of internal/external financial reporting packages for senior management and private equity ownership and Board of Directors materials
• Lead and execute month-end and quarter-end variance analysis for all Onshore business and SG&A departments, including updates to official forecasts as necessary
• Collaborate with the Offshore and Onshore FP&A teams in the completion of Global consolidated reporting
• Be responsible for the preparation of five-year financial projections, AOP (annual operating plan or budget) and the financial rolling forecast process for all Onshore (US) businesses and Onshore SG&A departments
• Drive the FP&A team forward through fostering a continuous learning environment. Provide insights and leadership on the finance data environment and technology tools to drive efficiency
• Develop Best in Class Finance function. Lead, direct and manage a high performing team. Provide coaching, mentoring and performance management feedback to ensure a collegial, productive and effective team environment
• Provide financial support for key business decisions, including new business expansion, revenue, sales compensation, deal design, staffing and/or capital expenditures. Become a trusted business partner
• Be responsible for coordinating and managing (in conjunction with the Accounting team and M&A) the FP&A integration for new acquisitions

Preferred Qualifications

• Experience working within a multi-national, global business preferred
• Previous experience working with private/capital equity organizations a plus
• Previous insurance or service industry background a plus

Benefits

• Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro
• 100% paid employee health insurance on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Generous PTO plan with paid holidays + floating holidays
• Ability to engage with clients and internal partners to make an impact
• Opportunity to contribute to the future of a growing, global organization
• Comprehensive wellness program and prioritization of employee health
• Friendly and fun work environment that promotes collaboration