ePayPolicy · 11 hours ago
Director, Financial Planning & Analysis
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expePayPolicy is a company that helps insurance companies streamline their payment processes through modern payment tools. They are seeking a highly motivated and experienced Director of Financial Planning & Analysis to lead the financial planning, analysis, and reporting functions, directly supporting the CFO and CEO.
InsuranceInsurTechMobile AppsPayments
Responsibilities
Serve as the primary financial analysis liaison to the CFO, Executive Team, and Private Equity stakeholders
Act as a thought partner to functional leaders, helping translate strategy into measurable financial outcomes
Communicate financial performance, forecasts, and strategic direction with clarity and insight
Direct the creation of management financial reporting, monthly operational packages, and quarterly Board of Directors presentations
Elevate financial reporting and communication with investors
Contribute to improved insights in Board materials
Improve financial systems, dashboards, and data infrastructure to enable faster and better decision-making, utilizing AI where appropriate
Own the design, construction, and maintenance of all complex, dynamic financial models, including the annual budget, multi-year forecast, and long-range plan
Function as a hands-on modeling expert and key individual contributor, providing deep-dive analysis on critical business trends
Partner with the Accounting team to ensure timely and accurate month-end close processes and variance analysis
Collaborate with the Product team to model the financial impact of new initiatives and refine reporting on product performance and unit economics
Develop frameworks to assess return on R&D investments, including time-to-market, revenue impact, cost savings, and strategic value
Partner closely with Sales and Marketing leadership to evaluate go-to-market strategies, pricing, customer acquisition, and retention economics
Analyze sales productivity, pipeline performance, conversion metrics, and quota attainment to inform capacity and incentive decisions
Assess marketing spend efficiency, ROI, and attribution across channels, programs, and customer segments
Identify, select, and implement tools or processes to improve and automate reporting when necessary
Utilize the financial model to support effective decision-making across the company
Drive continuous improvement and automation in KPI reporting and financial processes, leveraging technical expertise
Design and maintain robust automated reporting dashboards
Use tools to query and manipulate large datasets, transforming raw data into clear, actionable business insights
Exercise significant autonomy and intellectual curiosity to analyze operational levers that drive growth and profitability
Improve and automate the company-wide KPI dashboard reporting
Personally create and maintain reports to provide business insight, not just data, as projects arise
Qualification
Required
3+ years of progressive experience in Finance or FP&A, preferably with an Investment Banking or Private Equity background
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
Extensive hands-on experience in complex financial modeling, data analysis, and direct stakeholder communication
Expert proficiency in Excel for complex financial modeling, forecasting, and building integrated operational plans
Familiarity with data analysis tools, such as Power BI (or equivalent BI platform) for dashboard design, and SQL for advanced data querying
Leverage AI- and automation-enabled tools to improve forecasting accuracy, scenario modeling, and planning cycles
Strong foundation in Accounting principles, financial modeling, and reporting
Advanced hands-on experience with Excel and data visualization tools
Exceptional executive presence and communication skills, with a track record of clearly presenting analysis to the C-suite and investors
Analytical and data-driven decision making; combines business acumen with data-driven decision making
Execution & Accountability: Autonomous and proactive in identifying opportunities and hands-on in driving solutions
Board & Investor Communication: Distills complex data into actionable narratives
Preferred
Experience with or exposure to FP&A software tools (e.g., Adaptive, Vena, Planful, Cube, etc.) and a track record of successfully implementing AI solutions is a plus
Benefits
Comprehensive benefits package with employer-paid basic life and disability premiums
401K
Unlimited PTO
Company-sponsored quarterly “ePayItForward” initiatives
Supportive and inclusive company culture with a focus on work/life balance
Fully-stocked kitchen
Lunch stipend when working onsite
Company
ePayPolicy
ePayPolicy is a digital payment processing company for the insurance industry.
51-200 employees
H1B Sponsorship
ePayPolicy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2025-08-05Private Equity
2020-01-09Private Equity
Leadership Team
Mark Engels
Chief Executive Officer
Justin Jaksha
Vice President Marketing
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2025-08-15
2025-08-15
Company data provided by crunchbase