Director of Financial Planning & Analysis

The OpportunityM3 is seeking a strategic and forward-thinking Director of Financial Planning & Analysis to lead enterprise financial planning, forecasting, performance management, analytics, and finance transformation. This role will partner closely with executive and business leaders to strengthen financial visibility, deliver actionable insights, and support informed decisions across the organization.

The Director will oversee budgeting and forecasting processes, financial modeling, executive reporting, business intelligence, planning technology, and finance modernization. This leader will also develop the FP&A team and foster a culture of accountability, collaboration, innovation, and continuous improvement.

How You Will Make an Impact Lead annual budgeting, rolling forecasts, long-range planning, scenario analysis, and financial modeling

Partner with executive and operational leaders to evaluate business performance, financial drivers, risks, and opportunities

Translate complex financial and operational information into clear insights and strategic recommendations

Lead profitability reviews and strengthen financial and operational performance measurement

Oversee executive reporting, management reporting packages, dashboards, and scorecards

Advance the use of planning platforms, automation, predictive analytics, and AI-enabled capabilities

Promote consistent metrics, data quality, reporting governance, and adoption of analytical tools

Lead finance transformation and process-improvement initiatives that increase efficiency and scalability

Coach and develop FP&A and analytics team members

Build trusted partnerships across Finance, Technology, Data Analytics, Operations, Sales, Human Resources, and other business functions

What You Will Need to Succeed Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field

Seven or more years of progressive experience in FP&A, financial analysis, business analytics, reporting, financial systems, or a related discipline

Previous people leadership or team-development experience

Strong knowledge of budgeting, forecasting, financial modeling, scenario planning, profitability analysis, and performance management

Strategic thinking, financial acumen, sound business judgment, and strong analytical problem-solving skills

Ability to communicate complex information clearly and provide actionable recommendations to senior and executive leaders

Experience with enterprise planning, reporting, or business intelligence platforms such as Workday Adaptive Insights, Tableau, or comparable tools

Understanding of data analytics, visualization, integration, automation, and reporting governance

Strong communication, presentation, project leadership, prioritization, and change-management skills

Ability to influence across functions while balancing strategic priorities and effective execution

Experience with business intelligence, advanced analytics, finance automation, or AI-enabled solutions is a plus Familiarity with Tableau, Python, SQL, or comparable technologies is preferredMBA, CPA, CMA, or another relevant advanced degree or professional certification is preferred

Join usYour role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.

Who we areAs an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored…