Financial Planning and Analysis Manager

For more than 45 years, Careington International has been a leader in the health and wellness benefits space. Since its founding in 1979, Careington has been delivering dental discount solutions as its core competency. Today, Careington has expanded to offer a growing portfolio of 150 health, wellness, lifestyle and virtual health products and services designed to deliver cost savings across a spectrum of life needs. Through its affiliated nationally licensed third-party administrator (TPA), Careington International also delivers full-scale administrative services, including customer service, licensed enrollment, claims administration, individual and group billing.

Management Responsibilities:

• Lead, mentor, and develop a team of two analysts, fostering a collaborative, high-performance culture focused on growth and continuous improvement.

• Set clear goals and performance expectations, provide regular feedback, and conduct performance reviews.

• Review, enhance, and oversee team deliverables to ensure accuracy, consistency, and actionable insights.

• Delegate responsibilities effectively while maintaining accountability for outcomes and deadlines.

• Manage the recruitment, onboarding, and training of new team members, including job descriptions, interviews, and system/process training.

Responsibilities:

• Take a hands-on approach to supporting the FP&A team, jumping into day-to-day tasks when needed.

• Prepare, analyze, and interpret key financial reports, including:

  • Budget vs. actual analyses (IT spend, revenue, SG&A)

  • Monthly income statement and balance sheet packages

  • Annual budget models and supporting schedules

  • Cash flow budgets and forecasts

  • Profitability reports by client, business line, and legal entity

• Develop new reports and ad hoc analyses by extracting and summarizing data from internal systems (Microsoft Dynamics GP, Carelynx, etc.), providing actionable insights to leadership, internal departments, and external parties.

• Partner with the Controller and CFO on reporting for quarterly board meetings, and present financial results to executives and department leaders as needed.

• Collaborate with department heads to deliver accurate, timely financial analysis.

Accounting Responsibilities:

• Support month-end close by reviewing/posting journal entries, reconciling accounts, and ensuring financial accuracy.

• Partner with the Controller, AVP of Accounting, and Accounting Analyst during close and audit activities.

• Assist with IRS information reporting and related administrative tasks.

• Serve as a backup for other finance and accounting team members as needed.

• Assist the Controller with annual corporate insurance policy renewals and other risk management projects.

Knowledge, Experience, Skills & Abilities

• 10 years of hands-on FP&A and internal financial reporting experience, including budgeting, forecasting, variance analysis, and executive reporting.

• 5 years of proven leadership experience, with a track record of mentoring teams, driving collaboration, and improving reporting processes.

• Advanced proficiency in Microsoft Excel (complex functions, financial modeling, and large linked datasets) and strong knowledge of Microsoft Office.

• Strong understanding of financial statements and their interrelationships (Income Statement, Balance Sheet, Cash Flow).

• Skilled in developing financial analyses, interpreting results, and presenting insights to executive leadership.

• Familiarity with ERP systems and conversions; Microsoft Dynamics Great Plains experience a plus.

• Highly organized, detail-oriented, and process-minded with strong analytical and problem-solving abilities.

• Able to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining accuracy and accountability.

• Excellent written and verbal communication skills; collaborative and professional team player committed to confidentiality and sound judgment.

Education & Software

• Bachelor’s degree in Accounting or Finance required; Master’s preferred.

• Experience with accounting software; Microsoft Dynamics Great Plains strongly preferred.

This is a hybrid role with attendance required onsite 3x a week at our Frisco, TX office.