Director of Financial Planning and Analysis

For over 40 years the operating companies of Integrated Financial Settlements (“IFS”) have been helping people stabilize financially after a life‑altering event or injury, upon receipt of a claim settlement. The products and services we use are powerful tools to bring long‑term financial security, spendthrift protection, and peace of mind to people made vulnerable from their circumstance.

As a collaborative community our passion is to introduce options that restore stability, encourage hope, and create possibilities for people impacted and made vulnerable by injury. We also help people navigate change by providing effective financial solutions to support their goals.

• Integrity:
  Do what is right.
• Innovation:
  Seek opportunities to learn, improve, and encourage creative thought.
• Collaboration:
  
  We are better together. Diversity of experience and thought enriches our work and lives.
• Empathy:
  Acknowledge others and ask questions. Listen to find out what is important.

The Director of FP&A is a strategic finance leader responsible for driving enterprise financial planning, forecasting, and performance analysis. This role partners closely with executive leadership to deliver actionable insights, ensure financial discipline, and support decision‑making across the organization. The Director will own financial modeling, reforecasting processes, liquidity forecasting oversight, and enterprise‑wide FP&A coordination across multiple business units or companies.

• Own and lead the development, maintenance, and enhancement of comprehensive financial operating models.
• Drive the budgeting and reforecasting process, including analysis of business changes, risks, and opportunities, ensuring forecasts reflect current operating conditions.
• Develop and maintain dynamic models to assess financial scenarios, including historical trend analysis, sensitivity modeling, and forward‑looking projections.
• Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods.

• Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near‑ and long‑term cash flow visibility.
• Partner with Accounting and Finance leadership to assess cash needs, capital allocation strategies, and funding requirements.
• Identify potential risks and opportunities impacting liquidity and recommend mitigating actions.

• Perform NPV, IRR, and ROI analyses to evaluate investments.
• Build discounted cash flow (DCF) models to assess long‑term financial viability.

• Oversee financial modeling and accounting implications of commission structures, including:
• Commission capitalization and amortization
• Analyze financial impact of commission buyback programs on revenue recognition and profitability

• Design, create, and continuously improve financial exhibits, dashboards, and executive‑level reporting packages.
• Deliver clear, concise, and insightful analysis tailored to senior leadership and Board‑level audiences.
• Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization.
• Lead the creation of historical scenario analysis to inform future forecasting assumptions.
• Conduct deep dives into business drivers, identifying key trends and performance indicators.
• Support strategic initiatives such as M&A, investment decisions, and operational improvements through data‑driven financial analysis.
• Coordinate and lead FP&A activities across multiple business units and/or portfolio of companies.
• Ensure recurring reporting deadlines are consistently and accurately met for delivery to executive team and private equity ownership.
• Establish best practices, processes, and governance standards for FP&A across the organization.
• Ensure alignment and consistency in financial planning, reporting, and analysis across all entities.
• Mentor and develop FP&A team members, fostering a high‑performing finance function.

• Leading complex projects…