Director, Financial Planning & Analysis

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Regular Full-Time DIR
20C Roanoke, VA, US

2 days ago Requisition

Delta Dental of Virginia is looking for our next Director of Financial Planning & Analysis, a senior leadership role designed as the successor to the current incumbent expecting to retire in the coming year. Ultimately reporting directly to the SVP & Chief Financial Officer, this position will support financial responsibility initiatives of the Company and its senior management by oversight of the Financial Planning & Analysis department.

The position requires excellent analytical and critical thinking, the ability to translate complex financial analysis and modeling for a variety of audiences, a demonstrated ability to lead others objectively through topic discussions and consideration of alternatives, a curious and continuous learning mindset, attention to detail, and strong communication and interpersonal skills. The FP&A function leads the annual budget and forecast process;

creates Board materials; monitors the financial status and performance of the Enterprise, initiatives, and special projects; assesses financial risks; develops and monitors key financial and operational performance measures; and participates in gating and due diligence of major investments.

• Department Development
  • Advance FP&A analytical standards aligned to enterprise goals.
  • Partner across Finance to incorporate key accounting items into updates and forecasts.
  • Collaborate with business leaders (Actuarial, Underwriting, Operations, Marketing, Project Management, Sales, etc.) on reporting/analysis needs and building financial acumen.
  • Assess FP&A frameworks, tools, and processes for A.I. enhancements aligned with corporate strategy.
  • Develop team capability through cross-training; simplify complex work to enable flexible support for the Director.
• Board of Directors Support
  • Prepare Board materials and Committee reports; contribute to development and organization.
  • Analyze complex reports and present findings clearly for stakeholders.
  • Provide supporting documentation and background on agenda topics.
  • Attend Board and/or Committee meetings as requested.
• Financial Reporting and Analysis
  • Support financial modeling of forward-looking projections (premiums, claims, expenses, staffing, etc.).
  • Monitor key financial/operational metrics; identify drivers and leading indicators.
  • Deliver ad-hoc analysis and projections to inform decisions and highlight trends, risks, and opportunities.
  • Strengthen leadership forecasting rigor and engagement; apply judgment on where to deepen analysis.
  • Improve projection/analysis accuracy, provide early warning on variances, and surface business trends.
  • Support market and product-line analysis to maximize total company profitability.
  • Manage the enterprise budget planning application (reporting, access controls, training, UI, and accounting software integration).
• Annual Budget and Business Plan
  • Lead the annual planning cycle (current year estimate, next year budget, multi-year projection).
  • Refine and deliver end‑user models for Gross Margin, Compensation/Benefits, and metric/volume‑based expenses.
  • Analyze and report on submitted budget inputs from constituents.
  • Ensure P&L impacts of corporate initiatives are captured (efficiencies, expenses, gross margin, etc.).
  • Support development of business plan assumptions across functions.
  • Coordinate the Business Plan document and related Board materials, including multi‑year projections.
• Strategic Initiatives, Investments, & Projects
  • Manage the Monthly Operational Review meeting (MOR): develop agenda topics, coordinate materials, and facilitate alignment.
  • Oversee monthly IT Joint Venture billing submission/review/approval; analyze variances; partner on annual budgeting for equipment, software, maintenance, and usage.
  • Track and report annual incentive program progress and results.
  • Develop strategic plan financial models, templates, and senior management presentations.
  • Partner with department heads on ROI projections for major projects and track…