Manager - Financial Planning & Analysis

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Manager - Financial Planning & Analysis Westlake About Goosehead Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we're more than just a bit selective when it comes to hiring new team members. Job Summary The Manager, Financial Planning & Analysis (FP&A) plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful expense forecasts, operational analyses, and investment evaluations. This role is responsible for building scalable planning processes and financial frameworks to support core business functions, including Technology, Servicing, and General & Administrative (G&A) teams. Reporting to the Director, FP&A, this position will lead budgeting and forecasting for operating/capital expenses and headcount, provide visibility into cost drivers and efficiency opportunities, and establish governance around business cases and capital allocation. The role offers frequent exposure to senior leadership and requires strong collaboration across operational, technology, and accounting teams. Principal Duties and Responsibilities Lead the development, maintenance, and refinement of operating expense forecasts, budgets, and long-term projections, including headcount and vendor-related spend Partner with Technology, Servicing, and G&A leaders to understand cost drivers, resource needs, and investment priorities Analyze departmental spend, headcount trends, and productivity metrics to identify risks, inefficiencies, and optimization opportunities Establish and enforce business case governance frameworks, including ROI analysis, payback tracking, and post-investment reviews Support

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