United States onlyCan you turn numbers into narratives that drive actions? Do you enjoy being the bridge between numbers and strategy?
Come Join ReSource Pro!
Your role...
As the Manager, Financial Planning & Analysis, you will support the Director, Business Segment Finance in delivering financial insights, strategic analysis, and data-driven recommendations to senior leaders within the Technology Services Line of Business (LOB). This role acts 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.
We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
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 (KPI)s; 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, identifying variances and recommending corrective actions
- Ensure financial forecasts are aligned with strategic goals and resource allocations; Continuously refine planning models to improve forecast accuracy and efficiency
- 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; Collaborate with cross-functional teams to resolve financial integration challenges
- Foster a culture of accountability, accuracy, and continuous improvement within the Finance team; Collaborate with onshore and offshore teams to standardize financial reporting processes
- Bachelor's Degree in Accounting, Finance, Business Administration, or related field
- 10-12 years' experience in corporate finance or accounting; Experience with financial planning and analysis functions, including budget, capital budgeting, long-term strategic planning, and resource allocation processes
- Excellent oral and written communication skills with the ability to articulate information to internal and external stakeholders; Strong business partnering and interpersonal skills
- Proficient in Microsoft Office Suite, with advanced Excel knowledge (pivot tables, formulas, and data visualization); Proficient in PowerBI
- Experience with ERP systems and planning software; Workday, Adaptive Planning, and Power BI strongly preferred
- Strong problem-solving skills with the ability to approach problems from different perspectives in order to suggest and implement solutions
- High ethical standards regarding the handling of sensitive and confidential information
- Strong project management skills; Organized, flexible, and easily adaptable to changing conditions
Your Benefits & Perks...
- Generous PTO plan with paid holidays + floating holidays
- 100% paid Employee Healthcare on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- 401k 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…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $77,680 - $131,403annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Interview Process:
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:
- Behavioral Interview with Talent Acquisition
- Online talent assessment
- Hiring Manager Interview
- Stakeholder Interview
*Additional interview steps may be added depending on the position or if further evaluation is needed.
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive 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. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year 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.
