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Sr Director Financial Planning Analysis Hybrid

Job in McKinney, Collin County, Texas, 75069, USA
Listing for: Globe Life Family of Companies
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance
Job Description & How to Apply Below

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.

We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview

Could you be our next Sr. Director, Financial Planning & Analysis
? Globe Life is looking for a Sr. Director, Financial Planning & Analysis to join the team!

Reporting to the SVP, Financial Planning & Analysis, the Sr. Director will be responsible for leading the annual and strategic planning processes, primarily as they relate to administrative, agency sales and support, as well as Corporate. This position is responsible for ensuring the quality, integrity, timeliness, and material accuracy of the annual operating plan, financial forecasts, quarterly revisions, and variance analysis.

This role will partner with other leaders in the organization to drive a culture of accountability through the design and refinement of financial models, analytical tools, processes, policies, and reporting that help uncover and effectively communicate trends, risks, and opportunities for improvement.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do
  • Lead the annual and strategic planning process and deliver high-quality, accurate, and complete financial forecasts and executive-level variance analysis.
  • Oversee month/quarter/year-end reviews with the executive leadership team and other stakeholders.
  • Lead system transformation initiatives, spearheading the strategic migration from Anaplan to Workday Adaptive while ensuring seamless business continuity and enhanced analytical capabilities.
  • Engineer scalable, automated planning processes that eliminate manual redundancies, reduce cycle times, and ensure consistent, high-quality financial deliverables across all planning areas.
  • Champion the implementation of next generation planning and reporting tools that revolutionize FP&A's analytical capabilities and provide executives with real-time, actionable business intelligence.
  • Implement intelligent workflow automation using advanced planning software to streamline planning cycles, enhance forecast accuracy, and provide self-service analytics capabilities to business partners.
  • Demonstrate a strong understanding of Globe Life’s overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data-driven and actionable insights.
  • Manage and lead an FP&A team by providing positive coaching and development to strengthen and grow the capabilities of the team.
  • Identify priorities and set clear expectations for the FP&A team's deliverables, including process improvements, system enhancements, and business partnerships.
  • Provide the executive leadership team with accurate, timely management reporting and presentations that effectively communicate opportunities, risks, and issues at the executive level.
  • Educate stakeholders on how to leverage FP&A planning tools and capabilities.
  • Build working relationships, influence, and provide financial leadership to other areas of the organization.
What You Can Bring
  • Bachelor's Degree in finance, accounting, economics; MBA preferred.
  • 10-15 years of relevant work in finance, including a minimum of 5 or more years of experience leading a corporate FP&A team, including managers.
  • Financial Services industry experience, insurance preferred.
  • Expert-level Microsoft Excel with an aptitude for systems and reporting for analysis.
  • Highly Proficient in data visualization tools (e.g., Tableau, Power BI).
  • Highly Proficient in SQL skills needed to transform large data sets and perform analysis.
  • Demonstrated experience working with a large ERP/Financial system.
  • Demonstrate experience planning corporate performance management software, Workday Adaptive preferred.
  • Possess…
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