Manager, Financial Planning – Analysis

November 6

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ReSource Pro

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Insurance • Enterprise • Productivity

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

5001 - 10000 employees

🏢 Enterprise

⚡ Productivity

📋 Description

• Lead the preparation of internal and external financial reporting packages for senior leadership and Board presentations for the Technology Services LOB • Drive and execute monthly and quarterly financial close and variance analysis processes for the Technology services LOB • Partner with Corporate Finance FP&A to consolidate reporting and provide actionable insights at the global level for the Technology Services LOB • Ensure timely preparation of accurate performance dashboards and key financial indicators (KPI)s • Present analytical findings to leadership, highlighting trends, risk, and opportunities • Develop and maintain the annual operating plan (AOP), rolling forecasts, and five-year strategic financial models for the Technology Services (LOB) • Collaborate with business leaders to translate operational drivers into accurate financial forecasts • Monitor performance against budget, identifying variances and recommending corrective actions • Ensure financial forecasts are aligned with strategic goals and resource allocations • Continuously refine planning models to improve forecast accuracy and efficiency • Serve as a strategic advisor to business leaders by providing financial guidance and scenario modeling • Deliver data-driven insights supporting pricing, staffing, and investment decisions • Support strategic initiatives including business expansion, product innovation, and cost optimization • Translate complex financial data into clear recommendations for non-financial stakeholders • Develop relationships across departments to ensure collaboration and alignment with business objectives • Coordinate FP&A integration activities for newly acquired entities in partnership with Accounting and M&A teams • Support onboarding and training of acquired company finance personnel on ReSource Pro systems and processes • Ensure financial data and reporting from acquisitions are aligned with corporate standards within 90 days post-close • Transition acquired businesses from integration to standard FP&A support seamlessly • Collaborate with cross-functional teams to resolve financial integration challenges • Foster a culture of accountability, accuracy, and continuous improvement within the Finance team • Collaborate with onshore and offshore teams to standardize financial reporting processes

🎯 Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field • 10-12 years' experience in corporate finance or accounting • Experience with financial planning and analysis functions, including budget, capital budgeting, long-term strategic planning, and resource allocation processes • Excellent oral and written communication skills with the ability to articulate information to internal and external stakeholders • Strong business partnering and interpersonal skills • Proficient in Microsoft Office Suite, with advanced Excel knowledge (pivot tables, formulas, and data visualization) • Proficient in PowerBI • Experience with ERP systems and planning software; Workday, Adaptive Planning, and Power BI strongly preferred • Strong problem-solving skills with the ability to approach problems from different perspectives in order to suggest and implement solutions • High ethical standards regarding the handling of sensitive and confidential information • Strong project management skills; Organized, flexible, and easily adaptable to changing conditions

🏖️ Benefits

• Generous PTO plan with paid holidays + floating holidays • 100% paid Employee Healthcare on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • 401k with employer match, vested on Day 1 • Opportunity to work for a growing, global organization. • Ability to engage with clients and internal partners to make an impact. • Organization-wide focus on growth and development