What are the responsibilities and job description for the Director of Financial Planning & Analysis position at Investors Title Company and Affiliates?
Investors Title Insurance Company
Morrisville, NC (hybrid or remote in NC)
Step into a high-impact leadership role where you’ll be a strategic partner for a fast-moving managed agency operation. You’ll work directly with Marketing and Operations, steer planning and reporting, and build scalable controls that keep a growing business on track. If you enjoy owning the full finance stack—from budgeting and cash to SOX-level controls and M&A—this may be the opportunity for you.
Why You’ll Love This Role
The Company is an equal-opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, and other protected class characteristics.
#801835
Hybrid
Morrisville, NC (hybrid or remote in NC)
Step into a high-impact leadership role where you’ll be a strategic partner for a fast-moving managed agency operation. You’ll work directly with Marketing and Operations, steer planning and reporting, and build scalable controls that keep a growing business on track. If you enjoy owning the full finance stack—from budgeting and cash to SOX-level controls and M&A—this may be the opportunity for you.
Why You’ll Love This Role
- Strategic seat at the table as Finance’s partner to Marketing and Operations, with direct influence on profitability, value creation, and growth.
- Ownership across planning, accounting, reporting, and financial operations; real scope to modernize processes and tools.
- Opportunity to design and enforce SOX-level internal controls across a multi-entity environment.
- Visibility into capital planning and transactions (acquisitions, divestitures, mergers).
- A platform to leverage modern systems and build data-driven decisioning at scale.
- Lead Planning & Forecasting
- Own annual operating and capital budgets; deliver two in-year projections.
- Drive executive cash and capital planning for agency start-ups, wind-downs, and ongoing sufficiency.
- Own Accounting & Reporting
- Oversee revenue and expense accounting for all agencies; certify accuracy.
- Analyze and explain monthly results in clear written and verbal narratives.
- Oversee Financial Operations (Matrixed)
- Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
- Build Controls & Standards
- Partner with the VP–Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
- Finance for Growth & Change
- Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
- Lead Admin & Risk Basics
- Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.
- Education
- Bachelor’s in Accounting, Finance, or related field (required); CPA preferred.
- Experience
- 8 years progressively responsible in accounting/finance with 3 years leading teams.
- Background in financial services or other white-collar services; multi-entity/divisional exposure.
- Hands-on with NetSuite, Blackline, Power BI, and Excel-based reporting tools.
- Proven workflow design and process improvement experience; track record building scalable operations for growth.
- Skills & Attributes
- Leader-coach with high integrity, strong communication, and analytical acumen.
- Change-ready, proactive, and energized by continuous improvement.
- Advanced Excel proficiency.
The Company is an equal-opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, and other protected class characteristics.
#801835
Hybrid