Director, Financial Planning & Analysis (Hybrid)

Responsibilities

• Lead the annual and strategic planning process and deliver high-quality, accurate, and complete financial forecasts and executive-level variance analysis.
• Oversee month/quarter/year-end reviews with the executive leadership team and other stakeholders.
• Lead system transformation initiatives, spearheading the strategic migration from Anaplan to Workday Adaptive while ensuring seamless business continuity and enhanced analytical capabilities.
• Engineer scalable, automated planning processes that eliminate manual redundancies, reduce cycle times, and ensure consistent, high-quality financial deliverables across all planning areas.
• Champion the implementation of next generation planning and reporting tools that revolutionize FP&A's analytical capabilities and provide executives with real-time, actionable business intelligence.
• Implement intelligent workflow automation using advanced planning software to streamline planning cycles, enhance forecast accuracy, and provide self-service analytics capabilities to business partners.
• Demonstrate a strong understanding of Globe Life's overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data-driven and actionable insights.
• Manage and lead an FP&A team by providing positive coaching and development to strengthen and grow the capabilities of the team.
• Identify priorities and set clear expectations for deliverables of the FP&A team for process improvements, system enhancements and business partnerships.
• Provide the executive leadership team with accurate, timely management reporting and presentations that effectively communicate opportunities, risks, and issues at the executive level.
• Educate stakeholders on how to leverage FP&A planning tools and capabilities.
• Build working relationships, influence, and provide financial leadership to other areas of the organization.
• What You Can Bring:
• Degree in finance, accounting, economics; MBA preferred.
• 10-15 years of relevant work in finance, including a minimum of 5 or more years of experience leading a corporate FP&A team, including managers.
• Financial Services industry experience, insurance preferred.
• Demonstrated experience working with a large ERP/Financial system.
• Demonstrate experience planning corporate performance management software, Workday Adaptive preferred.
• Expert level Microsoft Excel with an aptitude in systems and reporting for analysis
• High proficiency in data visualization tools. (e.g., Tableau, Power BI)
• High proficiency in SQL skills needed to transform large data sets and perform analysis.
• Strong understanding of US GAAP and corporate finance principles.
• Demonstrated ability to lead a team and directly or indirectly influence stakeholders to achieve objectives.
• Proven experience optimizing, building, documenting, and implementing standard operating processes.
• Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured information and develop actionable insights and recommendations.
• High integrity, a strong analytical mindset, exceptional organizational skills with an eye towards efficiency, and experience leading a high-performance culture.
• Ability to work to deadlines and juggle multiple projects at a time, while maintaining sharp attention to detail.
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
• Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels and cross the broader community of stakeholders.
• Strong interpersonal skills and the abil

Benefits

Additional Information

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Director, Financial Planning & Analysis ? Globe Life is looking for a Director, Financial Planning & Analysis to join the team! In this role, you will be responsible for leading the annual and strategic planning processes, primarily as they relate to administrative, agency sales and support, and corporate. This position is responsible for ensuring the quality, integrity, timeliness and material accuracy of the annual operating plan, financial forecasts, quarterly revisions, and variance analysis. This role will partner with other leaders in the organization to drive a culture of accountability, through the design and refinement of financial models, analytical tools, processes, policies, and reporting that help uncover and effectively communicate trends, risks, and opportunities for improvement. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

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