Goosehead Insurance · 11 hours ago
Director of Financial Planning and Analysis
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expGoosehead Insurance is disrupting the insurance industry by delivering world-class service and empowering clients with choice. The Director of Financial Planning & Analysis (FP&A) will lead the company's financial planning, forecasting, and performance management activities, ensuring accurate financial insights and developing a high-performing FP&A team.
Auto InsuranceCommercial InsuranceInsurance
Hiring Manager
Lauren Peifer
Responsibilities
Own and lead enterprise-wide financial planning, forecasting, budgeting, and long-range planning processes
Establish planning assumptions, methodologies, and modeling standards across all planning areas
Partner with executive and functional leaders to align financial plans with strategic and operational priorities
Oversee planning for revenue, expenses, headcount, and strategic investments
Lead performance management and analysis across financial and operational metrics
Drive variance analysis and communicate key drivers and implications to senior leadership
Ensure delivery of timely, decision-ready reporting, dashboards, and financial models
Support evaluation of strategic initiatives and investments through financial analysis and business case development
Continuously improve FP&A processes, tools, and data to support accuracy and scalability
Lead and develop FP&A managers and analysts, building a high-performing, business-oriented team
Set performance expectations and development priorities for the FP&A function
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
10+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
Prior experience leading FP&A teams
Strong expertise in financial modeling, forecasting, and long-range planning
Advanced Excel skills
Proficiency in SQL and experience working with large datasets and data warehouses
Experience with financial planning systems and BI/reporting tools (Power BI, Tableau, etc.)
Strong analytical and strategic thinking skills with the ability to translate data into clear insights
Excellent communication and presentation skills, including experience engaging senior leaders
Proven ability to build strong cross-functional relationships and influence decision-making
Strong people leadership and talent development capabilities
Ability to manage multiple priorities in a fast-paced environment
High standards for accuracy, accountability, and continuous improvement
Preferred
MBA or Master's degree
Experience in a high-growth, multi-location environment
Company
Goosehead Insurance
Goosehead Insurance is an independent personal lines insurance company serving the continental United States.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jordan Phillips
Broker Owner/CEO
Mark Jones
Chairman and Chief Executive Officer
Recent News
Goosehead Insurance, Inc.
2025-10-24
Goosehead Insurance, Inc.
2025-10-15
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