Director of Financial Planning and Analysis

For over 40 years the operating companies of Integrated Financial Settlements (“IFS”) have been helping people stabilize financially after a life-altering event or injury, upon receipt of a claim settlement. The products and services we use are powerful tools to bring long-term financial security, spendthrift protection, and peace of mind to people made vulnerable from their circumstance.

Our vision/values 

As a collaborative community our passion is to introduce options that restore stability, encourage hope, and create possibilities for people impacted and made vulnerable by injury. We also help people navigate change by providing effective financial solutions to support their goals. Our values are as follows: 

·      Integrity: Do what is right. 

·      Innovation: Seek opportunities to learn, improve, and encourage creative thought. 

·      Collaboration: We are better together. Diversity of experience and thought enriches our work and lives. 

·      Empathy: Acknowledge others and ask questions. Listen to find out what is important.

The role:

The Director of FP&A is a strategic finance leader responsible for driving enterprise financial planning, forecasting, and performance analysis. This role partners closely with executive leadership to deliver actionable insights, ensure financial discipline, and support decision-making across the organization. The Director will own financial modeling, reforecasting processes, liquidity forecasting oversight, and enterprise-wide FP&A coordination across multiple business units or companies.

Key responsibilities:

Strategic Financial Planning, Forecasting & Modeling

·      Own and lead the development, maintenance, and enhancement of comprehensive financial operating models.

·      Drive the budgeting and reforecasting process, including analysis of business changes, risks, and opportunities, ensuring forecasts reflect current operating conditions.

·      Develop and maintain dynamic models to assess financial scenarios, including historical trend analysis, sensitivity modeling, and forward-looking projections.

·      Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods.

Liquidity & Cash Flow Forecasting

·      Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near- and long-term cash flow visibility.

·      Partner with Accounting and Finance leadership to assess cash needs, capital allocation strategies, and funding requirements.

·      Identify potential risks and opportunities impacting liquidity and recommend mitigating actions.

Advanced Financial Modeling & Valuation 

·      Perform NPV, IRR, and ROI analyses to evaluate investments. 

·      Build discounted cash flow (DCF) models to assess long-term financial viability 

Commission Accounting & Buyback Analysis 

·      Oversee financial modeling and accounting implications of commission structures, including: 

·      Commission capitalization and amortization 

·      Commission buybacks 

·      Analyze financial impact of commission buyback programs on revenue recognition and profitability 

Reporting & Financial Storytelling

·      Design, create, and continuously improve financial exhibits, dashboards, and executive-level reporting packages.

·      Deliver clear, concise, and insightful analysis tailored to senior leadership and Board-level audiences.

·      Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization.

Strategic Analysis & Scenario Planning

·      Lead the creation of historical scenario analysis to inform future forecasting assumptions.

·      Conduct deep-dive analyses into business drivers, identifying key trends and performance indicators.

·      Support strategic initiatives such as M&A, investment decisions, and operational improvements through data-driven financial analysis.

Enterprise FP&A Leadership & Coordination

·      Coordinate and lead FP&A activities across multiple business units and/or portfolio of companies.

·      Ensure recurring reporting deadlines are consistently and accurately met for delivery to executive team and private equity ownership.

·      Establish best practices, processes, and governance standards for FP&A across the organization.

·      Ensure alignment and consistency in financial planning, reporting, and analysis across all entities.

·      Mentor and develop FP&A team members, fostering a high-performing finance function.

Projects

·      Leading complex projects across multiple functional areas, utilizing good process outlook and project management software for planning and execution.

Key skills / experience required:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
• 10 years of progressive finance experience, including leadership roles in FP&A.
• Proven expertise in financial modeling, scenario analysis, and forecasting.
• Strong experience with liquidity forecasting and cash flow analysis.
• Advanced proficiency in financial systems and tools (e.g., Excel, ERP systems, FP&A software).
• Exceptional analytical, communication, and executive presentation skills.
• Demonstrated ability to influence and partner with senior leadership.
• Must understand the relationship of the 3 statements (income statement, balance sheet and cash flow), have strong accounting background, exceptional financial modeling skills, and understand key finance concepts such as NPV, IRR, WACC, ROI, ROE, etc.
• Proven track record of working in a team environment to implement change via financial analysis.
• Excellent communication/presentation skills, ability to interact with all levels of management. Excellent organizational/project management skills/ability to multi-task and work independently.
• This position requires the individual to exhibit executive presence while acting as a change agent, demonstrating the ability to think beyond the norms and to drive and improve the business and functions by getting others to raise their level of performance.

Key Competencies:

• Strategic thinking and business acumen
• Advanced financial modeling and analytical rigor
• Executive communication and storytelling
• Cross-functional leadership, mentoring and collaboration
• Process improvement and scalability mindset

Work Environment:

• 40-hour work week
• Must be available to work flexible hours as needed based on business needs
• Regularly communicates both verbally and in writing
• Sitting for extended periods of time
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components
• Physical effort and activities include light physical effort is required by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently.