Vice President, Financial Planning & Analysis

A re you ready to be the financial voice that shapes executive decision-making at a global level? Can you anticipate where the business is going and shape the financial path to get there?

Come Join ReSource Pro!

Your Role...
As the Vice President, Financial Planning & Analysis at ReSource Pro, you will lead the global Financial Planning & Analysis function to support executive decision making. Our Vice President, Financial Planning & Analysis will use their expertise to provide strategic direction and oversight to financial reporting, operational reporting, and planning processes to deliver relevant and useful insights .

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...

• Oversee financial models, including budgeting, forecasting, and long-range planning. Select appropriate modeling techniques to produce low variance budget to actual.
• Prepare financial reports for private equity partners and lenders. Present reports to private equity partners, the Board, and the executive team.
• Partner with Senior Management to evaluate business plans. Provide commercial analysis, develop growth targets, and evaluate strategic initiatives.
• Investigate and dig into issues identified by senior management across revenue, utilization, and turnover rates. Advise the organization on pricing strategy.
• Lead monthly and quarterly management reporting. Analyze financial results, distill key trends, and communicate business insights to senior leadership to support decision-making.
• Develop operational KPIs to provide a broad-based financial operational health view of the organization and build insights for senior management to support strategic decision making
• Oversee Global FP&A team responsible for strategic analysis across geographies, services lines, and competitive landscapes.
• Review current reporting process and look to automate and AI-enable the way we pull data and create insight reports.
• Meet regularly with global team members through evening calls during non-traditional working hours.
• Foster a collaborative team environment and promote effective communication and alignment of performance to ReSource Pro’s strategic goals and objectives.

What You Need to be Successful…

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field; Master's Degree preferred
• 15+ years’ progressive FP&A experience
• 5-7 years' experience leading a team and managing the work associated within the department
• E xperience operating in a high-growth, multi-currency/geography service business
• Experience with business analytics tools such as Workday and Adaptive Planning preferred
• High degree of proficiency with MS Office Suite; A dvanced Excel and analytical/quantitative capabilities; Highest standards of accuracy, precision, and organization
• Executive presence and ability to partner with and influence senior management across the organization; Strong communication and presentation skills with the ability to tailor communication according to your audience
• Ability to build processes and procedures that can scale during high-growth periods
• Motivational leader, able to lead employees across multiple geographies

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 $196,928 - $333,670 annually. 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:

1. Behavioral Interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager Interview
4. 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.