We are looking for a strategic finance leader to guide planning, forecasting, and performance analysis for the organization in Charlotte, North Carolina. This position works closely with executive and functional leaders to translate financial results into practical insights that support informed business decisions. The role combines long-range thinking with hands-on execution to strengthen reporting, improve visibility into performance, and support enterprise priorities.<br><br>Responsibilities:<br>• Direct the development of monthly forecasts, quarterly updates, annual budgets, and longer-term financial plans using well-supported assumptions tied to business goals.<br>• Coordinate enterprise-wide planning activities by managing schedules, consolidating inputs, and promoting consistent standards across teams and financial models.<br>• Prepare executive-level reporting packages for monthly business reviews and Board presentations, highlighting performance trends, key metrics, and meaningful variance explanations.<br>• Produce financial analyses and presentation materials for investors, lenders, and other stakeholders while addressing follow-up questions with clear, data-driven support.<br>• Collaborate with senior leaders and finance partners to assess business results, challenge assumptions, control spending, and reinforce accountability for financial outcomes.<br>• Evaluate enterprise risks and opportunities by quantifying potential impacts on revenue, expenses, and operations, then communicating findings to leadership.<br>• Analyze major business drivers such as profitability, headcount, cash flow, liquidity, capital usage, and productivity to improve resource allocation and performance management.<br>• Support strategic initiatives through financial modeling, scenario analysis, and business case development, including assessments of new investments and expected returns.<br>• Work closely with accounting teams to align forecasts with actual results, ensure consistent reporting treatment, and improve the connection between close and planning activities.<br>• Enhance FP&A processes by standardizing templates, automating recurring reports, and reducing manual effort to improve forecast accuracy and reporting efficiency.
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.