Director of Financial Planning & Analysis

M3 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.

• 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

• 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 preferred
• MBA, CPA, CMA, or another relevant advanced degree or professional certification is preferred

Your 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.

As 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…