Director, Financial Planning & Analysis (Hybrid)

About the role

Globe Life is seeking a Director, Financial Planning & Analysis to lead the annual and strategic planning processes, primarily focusing on administrative, agency sales and support, and corporate operations. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

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.
• 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.

Requirements

• 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.
• 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.

Qualifications

• 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.
• 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 ability to easily build effective relationships with senior executives in order to become a trusted advisor/partner of the business.
• Ability to balance a high sense of urgency with presenting detail-oriented and accurate financial information.
• Willingness to work, at times and as needed, long hours during the week and on weekends to meet planning and reporting deadlines.

Skills

• Strong understanding of US GAAP and corporate finance principles.
• 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.
• 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.

Benefits

Applicable To All Employees of Globe Life Family of Companies:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Pay

Competitive compensation designed to reflect your expertise and contribution.

Schedule

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).