We are looking for an experienced FP&A leader to guide financial strategy and deliver meaningful insights that support business growth in Charlotte, North Carolina. This role will partner closely with senior leadership to drive forecasting, budgeting, and performance analysis across the organization. The ideal candidate brings strong financial modeling expertise, a forward-looking mindset, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Lead the company’s financial planning cycle, including annual budgets, rolling forecasts, and long-range strategic plans.<br>• Build and refine financial models that evaluate business performance, investment decisions, and future growth opportunities.<br>• Deliver in-depth analysis on revenue, expenses, profitability, and key performance trends to support executive decision-making.<br>• Partner with cross-functional leaders to develop budgets, assess financial risks, and align planning assumptions with operational goals.<br>• Prepare executive-level reporting packages that translate financial results into clear, actionable insights.<br>• Monitor organizational performance against plan and identify areas for improvement, efficiency gains, and margin enhancement.<br>• Oversee the use and optimization of planning tools such as Adaptive Insights to strengthen reporting accuracy and planning effectiveness.<br>• Support finance-related process improvements and help manage planning activities tied to internal system or reporting changes when applicable.
We are looking for an experienced finance leader to guide enterprise financial planning and deliver insight that supports strategic decision-making across the organization. This position will play a central role in shaping budgets, forecasts, and long-term plans while partnering with senior leaders to improve business performance. Based in Charlotte, North Carolina, this opportunity is ideal for someone who brings strong analytical depth, executive presence, and expertise within the insurance industry.<br><br>Responsibilities:<br>• Direct company-wide planning cycles, including annual budgets, rolling forecasts, and longer-term financial outlooks, to support business priorities and growth objectives.<br>• Advise executive leadership by turning financial results, market activity, and operational trends into clear recommendations for action.<br>• Oversee the review and consolidation of financial performance, tracking outcomes against targets and highlighting key risks and opportunities.<br>• Lead development of sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, and changing business conditions.<br>• Partner with underwriting, operations, and other cross-functional leaders to provide financial guidance on major decisions and performance improvement efforts.<br>• Establish and enhance reporting standards, governance practices, and planning frameworks that support accuracy, consistency, and compliance.<br>• Build, coach, and develop a high-performing FP&A team while encouraging accountability, collaboration, and continuous improvement.<br>• Support cash flow forecasting, month-end financial analysis, and management reporting to strengthen visibility into business performance.<br>• Utilize planning and reporting tools, including Adaptive Planning and Workday Adaptive Planning, to improve forecasting quality and reporting effectiveness.
<p>We are looking for an FP&A Manager to lead financial planning and performance analysis for our Distribution operations in Charlotte, North Carolina. This role will shape annual and long-term planning, build decision-support models, and deliver insight that helps leaders improve profitability and evaluate growth opportunities. The position works closely with finance, accounting, sales, and operations teams to turn business priorities into measurable financial outcomes and support data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Develop annual budgets and longer-range financial plans in partnership with business unit leaders across functions, channels, and regions.</p><p>• Prepare and present monthly, quarterly, and year-end reporting packages alongside accounting leadership for internal stakeholders and external reporting needs.</p><p>• Build financial models to assess product performance, customer profitability, operational scenarios, and broader strategic opportunities, including potential acquisitions and other value-creation initiatives.</p><p>• Collaborate with sales, operations, and accounting teams to produce dashboards, forecasting tools, and performance metrics that support ongoing business planning.</p><p>• Analyze forecast-to-actual results, identify the drivers behind variances, and recommend actions to address unfavorable trends.</p><p>• Evaluate the financial impact of pricing adjustments, contract changes, cost movement, and profit improvement initiatives to guide business decisions.</p><p>• Convert strategic initiatives into balance sheet and profit-and-loss projections so leadership can track execution and expected returns.</p><p>• Partner with global FP&A counterparts and senior leadership on reporting, planning, and special projects tied to regional and future business growth.</p>