Director of Financial Planning and Analysis

6 days ago


Greater Houston, United States Prestige Staffing Full time

Summary

Join a rapidly growing insurance company as a Finance Director in a dynamic, fast-paced environment. This hands-on role offers the opportunity to work directly with the CEO and contribute to key financial processes, including budgeting, forecasting, and financial analysis. Ideal candidates will have experience from both large and small organizations, particularly within insurance, and possess strong data analytics and reporting skills. You will play a crucial role in building financial systems, providing actionable insights, and supporting strategic decision-making.

Requirements

  • Bachelor's degree in Finance or related field
  • 7+ years of relevant finance experience, insurance background preferred
  • Experience with NetSuite, Datarails, or similar ERP and FP&A systems
  • Strong skills in data reporting, analytics, and cross-functional collaboration
  • Excellent communication skills (written and verbal)
  • Advanced proficiency in Microsoft Excel (PowerPivot, VBA) and PowerPoint
  • Ability to thrive in a fast-paced, autonomous environment

Responsibilities

  • Lead and manage budgeting, forecasting, and long-term financial planning processes
  • Conduct monthly and quarterly financial analysis, providing thorough and timely reporting
  • Research and analyze financial results, developing strategic recommendations
  • Prepare and present financial reports and insights to stakeholders, including leadership and investors
  • Collaborate across departments to ensure alignment with business objectives
  • Support the CFO with presentations and external reporting
  • Develop a deep understanding of the business to drive financial performance improvements
  • Perform other tasks as needed to support the finance team and company growth


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