ReSource Pro Growth Solutions
Manager, Financial Planning & Analysis
ReSource Pro Growth Solutions, Atlanta, Georgia, United States, 30383
Manager, Financial Planning & Analysis
Support the Director of Business Segment Finance in delivering financial insights, strategic analysis, and data‑driven recommendations to senior leaders within the Technology Services Line of Business (LOB). Act as a key business partner, driving financial reporting accuracy, improving forecasting processes, and enabling optimal decision making to support ReSource Pro's strategic and operational goals. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
Base pay range $77,680 - $131,403 per year.
In This Role, You Will
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; 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 and recommend corrective actions.
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.
Foster a culture of accountability, accuracy and continuous improvement within the Finance team; collaborate with onshore and offshore teams to standardize financial reporting processes.
What You Need to be Successful
Bachelor's Degree in Accounting, Finance, Business Administration or related field.
10‑12 years' experience in corporate finance or accounting with financial planning and analysis functions (budget, capital budgeting, long‑term strategic planning and resource allocation).
Excellent oral and written communication skills and strong business partnering and interpersonal skills.
Proficient in Microsoft Office, advanced Excel (pivot tables, formulas, data visualization) and Power BI.
Experience with ERP systems and planning software – Workday, Adaptive Planning and Power BI are strongly preferred.
Strong problem‑solving skills and ability to approach problems from different perspectives to suggest and implement solutions.
High ethical standards regarding the handling of sensitive and confidential information.
Strong project management skills; organized, flexible and adaptable to changing conditions.
Your Benefits & Perks
Generous PTO with paid holidays and floating holidays.
100% paid employee healthcare on Day 1.
Eligible for all medical, dental and vision benefits on Day 1.
401(k) 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.
Your Compensation Salary is commensurate with experience. The remote salary range for most locations is $77,680 – $131,403 annually. Pay decisions also consider qualifications, experience level, skill set, geography and internal equity.
Your Interview Process To be considered for this position, submit your application. If you meet the qualifications, a member of our Talent Acquisition team will schedule a Zoom interview. The standard interview process includes:
Behavioral interview with Talent Acquisition.
Online talent assessment.
Hiring Manager interview.
Stakeholder interview.
Additional steps may be added based on position or further evaluation.
Candidates are evaluated at each step; not every candidate will complete all stages.
About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted partner that optimizes performance, streamlines operations and drives growth. Serving 2,000+ carriers, brokers, wholesalers and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. With a 96 %+ client retention rate and 16 Inc. 5000 recognitions, it stands among the top 0.02 % of repeat honorees in the list’s history.
Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Insurance
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Base pay range $77,680 - $131,403 per year.
In This Role, You Will
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; 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 and recommend corrective actions.
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.
Foster a culture of accountability, accuracy and continuous improvement within the Finance team; collaborate with onshore and offshore teams to standardize financial reporting processes.
What You Need to be Successful
Bachelor's Degree in Accounting, Finance, Business Administration or related field.
10‑12 years' experience in corporate finance or accounting with financial planning and analysis functions (budget, capital budgeting, long‑term strategic planning and resource allocation).
Excellent oral and written communication skills and strong business partnering and interpersonal skills.
Proficient in Microsoft Office, advanced Excel (pivot tables, formulas, data visualization) and Power BI.
Experience with ERP systems and planning software – Workday, Adaptive Planning and Power BI are strongly preferred.
Strong problem‑solving skills and ability to approach problems from different perspectives to suggest and implement solutions.
High ethical standards regarding the handling of sensitive and confidential information.
Strong project management skills; organized, flexible and adaptable to changing conditions.
Your Benefits & Perks
Generous PTO with paid holidays and floating holidays.
100% paid employee healthcare on Day 1.
Eligible for all medical, dental and vision benefits on Day 1.
401(k) 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.
Your Compensation Salary is commensurate with experience. The remote salary range for most locations is $77,680 – $131,403 annually. Pay decisions also consider qualifications, experience level, skill set, geography and internal equity.
Your Interview Process To be considered for this position, submit your application. If you meet the qualifications, a member of our Talent Acquisition team will schedule a Zoom interview. The standard interview process includes:
Behavioral interview with Talent Acquisition.
Online talent assessment.
Hiring Manager interview.
Stakeholder interview.
Additional steps may be added based on position or further evaluation.
Candidates are evaluated at each step; not every candidate will complete all stages.
About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is a trusted partner that optimizes performance, streamlines operations and drives growth. Serving 2,000+ carriers, brokers, wholesalers and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. With a 96 %+ client retention rate and 16 Inc. 5000 recognitions, it stands among the top 0.02 % of repeat honorees in the list’s history.
Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Insurance
#J-18808-Ljbffr