Sr. Manager, Financial Planning & Analysis (Hybrid)

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview:

Could you be our next Sr. Manager, Financial Planning & Analysis? Globe Life is looking for a Sr. Manager, Financial Planning & Analysis to join the team!

In this role, you will be responsible for providing executive leadership with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions. Reporting to the Director, Financial Planning and Analysis, this individual is expected to lead the business analysis, forecasting, and planning processes, but also expected to provide insights and information to help executive leadership make better business decisions. This individual is responsible for building and enhancing complex financial models, reporting tools, and dashboards to improve accuracy, efficiency, and overall visibility of financial data. The position has direct management responsibilities for one or more Financial Analysts.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do:

• Accurately forecast and report financial results on a monthly, quarterly, and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.
• Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and provide recommendations for possible course corrections necessary to functional department heads and executive leadership.
• Support the design and optimization of Anaplan’s planning modules, workflow, and dashboard capabilities to engage planners, reviewers, and executive approvers at the right time and in a meaningful way.
• Partner with the sales organization and business functions to provide key financial reporting, analytical decision support, recommendations and action plans that drive more efficient and profitable results.
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
• Establish and facilitate the company’s annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness.
• Identify, recommend, and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy, eliminate inefficiencies, reduce workloads, and eliminate redundancies.
• Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
• Serve as an active member of project/initiative teams – effectively challenging assumptions and offering financial perspective to drive outcomes.
• Set team priorities that are aligned with business needs and shape the roles and assignments to take advantage of team members’ capabilities.
• Willingness to work, at times and as needed, long hours during the week and on weekends to meet quarterly reporting requirements.

What You Can Bring:

• Bachelor's degree in business administration, finance, accounting, economics, or a related field is required; MBA, other advanced degrees.
• 5-8 years in corporate financial planning and analysis, with increasing level of responsibility.
• 2-3 years managerial experience preferred.
• CPA, or CFA is a plus.
• Strong analytic, organizational, and problem-solving skills which allows for strategic data interpretation versus simple reporting; comfortable manipulating and analyzing large volumes of data.
• Experience applying a broad range of data and analytical techniques to draw conclusions and optimize financial reporting.
• Knowledge and experience around coding, and other tech enabled tools for financial analysis and modeling.
• Experience synthesizing detailed analyses into clear, actionable financial and business insights based on an understanding of business drivers.
• Balances data and information and makes decisions using both a sense of what is correct and logical.
• Ability to set objectives and goals and organize work effectively to meet and exceed goals, whether across the organization, in a team setting, or as an independent contributor.
• Possess strong organizational and time management skills.
• Strong interpersonal and communication skills; experience in effectively communicating key data and findings, including presentations to departmental managers and executive leadership.

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work designated hours based on the position specifications.

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401 (k)and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Required Skills


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