Globe Life · 1 day ago
Sr. Director, Financial Planning & Analysis (Hybrid)
McKinney, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expGlobe Life is seeking a Sr. Director, Financial Planning & Analysis to lead their financial planning efforts. This role involves overseeing the annual and strategic planning processes, ensuring accuracy in financial forecasts, and partnering with leadership to enhance financial reporting and analytics.
Financial ServicesInsurance
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 the FP&A team's deliverables, including 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
Qualification
Required
Bachelor's Degree in finance, accounting, economics
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
Expert-level Microsoft Excel with an aptitude for systems and reporting for analysis
Highly Proficient in data visualization tools (e.g., Tableau, Power BI)
Highly Proficient in SQL skills needed to transform large data sets and perform analysis
Demonstrated experience working with a large ERP/Financial system
Possesses a 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
The 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 across 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
Balances 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
Reliable and predictable attendance of your assigned shift
Ability to work full time and/or part time based on the position specifications
Preferred
MBA preferred
Financial Services industry experience, insurance preferred
Demonstrate experience planning corporate performance management software, Workday Adaptive preferred
Benefits
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.
Company
Globe Life
Globe Life is an insurance company.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$250M2024-08-15Post Ipo Debt· $250M
2019-08-09IPO
Leadership Team
Frank Svoboda
Executive Vice President and Chief Financial Officer
Recent News
PR Newswire
2025-11-07
2025-10-29
Company data provided by crunchbase