Manager - Financial Planning & Analysis

About Goosehead Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary The Manager, Financial Planning & Analysis (FP&A) plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful expense forecasts, operational analyses, and investment evaluations. This role is responsible for building scalable planning processes and financial frameworks to support core business functions, including Technology, Servicing, and General & Administrative (G&A) teams.

Reporting to the Director, FP&A, this position will lead budgeting and forecasting for operating/capital expenses and headcount, provide visibility into cost drivers and efficiency opportunities, and establish governance around business cases and capital allocation. The role offers frequent exposure to senior leadership and requires strong collaboration across operational, technology, and accounting teams.

Principal Duties and Responsibilities Lead the development, maintenance, and refinement of operating expense forecasts, budgets, and long-term projections, including headcount and vendor-related spend

Partner with Technology, Servicing, and G&A leaders to understand cost drivers, resource needs, and investment priorities

Analyze departmental spend, headcount trends, and productivity metrics to identify risks, inefficiencies, and optimization opportunities

Establish and enforce business case governance frameworks, including ROI analysis, payback tracking, and post-investment reviews

Support capital allocation decisions by evaluating strategic initiatives, projects, and vendor investments

Prepare and deliver recurring and ad-hoc reporting packages with actionable insights for executive leadership

Conduct variance analysis of actual results against budget, forecast, and prior periods, with clear identification of underlying drivers

Oversee and improve headcount planning processes, including workforce modeling and alignment with business strategy

Monitor and analyze vendor spend trends, including contract evaluation, cost optimization opportunities, and long-term commitments

Partner cross-functionally with Accounting, Procurement, and Operations to ensure alignment between financial plans and actual results

Drive continuous improvement in financial modeling, forecasting tools, and planning processes to increase efficiency and scalability

Act as a strategic advisor by proactively identifying cost-saving opportunities and areas for operational improvement

Provide coaching, guidance, and support to FP&A analysts, including reviewing work products and developing analytical capabilities

Experience and Education Bachelor’s degree in Finance, Accounting, Economics, or related field;
Master’s degree preferred4–7+ years of experience in financial planning and analysis, corporate finance, or related roles

Experience supporting operating expense planning, headcount modeling, or business case evaluation preferred

Prior experience in a high-growth or operationally complex environment preferred

Strong experience in financial modeling, variance analysis, and budgeting processes

Advanced Excel and financial modeling skills required

Proficiency in SQL and experience working with large datasets

Experience with financial planning tools strongly preferred

Experience with cloud data platforms (e.g., Snowflake) and BI/reporting tools (e.g., Power BI or similar)
Required

Skills and Abilities

Strong analytical and problem-solving skills with the ability to translate data into actionable insights

Ability to connect financial results to operational drivers and business outcomes

Excellent communication and presentation skills, with the ability to influence non-finance stakeholders

High attention to detail and commitment to process improvement

Ability to manage multiple priorities and deliver high-quality work in a…