Director of FP & A

# of Openings
General and Administrative
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Las Vegas, Grand Rapids and Charleston, SC. We are looking for a Director of FP&A to be a key part of the Finance team delivering monthly financial packages to the Board and other stakeholders, preparing annual and rolling forecasts, and engaging with the business to drive positive financial results.


About the Director of FP&A

In this role, you will be responsible for the preparation of annual budget & rolling forecasts, perform monthly variance analysis, and comparing actual results back to the forecast and budget.


Additional responsibilities will include:

  • Prepare and analyze monthly financial package including KPI reporting and variance analysis.
  • Alongside the VP of Finance engage with business leaders on a monthly basis to report on financial performance and provide actionable feedback to drive positive financial results.
  • Assist the VP of Finance with profitability analysis on new products and large sales opportunities.
  • Assist the Senior Management Team in preparing monthly management presentations and quarterly board presentations.
  • Identify and solution areas of process improvement and automation within Finance to drive efficiencies, so time can be spent on more value-add activities.


About You

As the Director of FP&A you will bring a proven track record of analyzing the business and engaging with business leaders to drive positive financial results. You have 5 or more years proven success in a fast-paced, challenging environment in the field of Finance driving positive change as well as 2 or more years of proven success in presenting Financial results to stakeholders including the Board, Senior Management, Financial institutions, and other parties


In addition, you will have:

  • BS Degree in Accounting, Finance, or related field, from an accredited college or university required. Master degree desired.
  • Experience in preparing Financial reports to be delivered in an accurate, timely manner.
  • Advanced Microsoft Excel skills.
  • Evidence of achievement applying data analysis capabilities utilizing financial and CRM systems as well as databases
  • Ability to work independently with minimal supervision
  • Enthusiasm and high level of job interest with intellectual curiosity to understand all aspects of the business.
  • Possess excellent analytical and problem solving skills
  • Possess strong computer abilities as well as oral and written communication skills
  • Ability to organize tasks to maximize accuracy, quality, and value given competing priorities.




What We Offer

  • Great compensation package, including a full suite of benefits.
  • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity make a big impact.


Top ten reasons to come to PlanSource:


#10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.


#9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


#8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.


#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.


#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.


#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.


#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.


#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.


#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.


#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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