Manager, Financial Planning & Analysis – Sales & Revenue

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 – Sales & Revenue plays a key role in driving strategic decision-making by delivering accurate, timely, and insightful revenue forecasts and analyses and building scalable forecasting processes and frameworks to support a rapidly growing business. Reporting to the Director, FP&A, this role will be responsible for leading revenue budgeting and forecasting processes, analyzing sales results, and providing actionable insights into performance trends, challenges, and opportunities.

This position offers frequent exposure to senior leadership and requires strong collaboration with sales, operations, accounting, and executive teams.

Principal Duties and Responsibilities Lead the development, maintenance, and refinement of revenue forecasts, budgets, and long-term projections including pipeline-to-revenue modeling and driver-based assumptions

Analyze key sales and revenue metrics to identify trends, risks, and opportunities across different business segments

Partner cross-functionally with sales, operations, and finance leaders to understand performance drivers and support strategic decision-making

Prepare and deliver recurring and ad-hoc reporting packages with clear insights and recommendations to executive leadership

Develop models and reporting that provide visibility into sales performance, conversion rates, retention, and other relevant KPIsConduct variance analysis of actual results against budget, forecast, and prior periods to highlight underlying drivers

Support the annual planning process by collaborating with stakeholders across the organization to build detailed and accurate revenue plans

Continuously improve financial modeling, forecasting tools, and processes to increase efficiency, accuracy, and scalability

Provide financial analysis support for new initiatives, strategic projects, and investment opportunities

Act as a trusted advisor by proactively identifying areas of concern or growth opportunities in financial performance

Provide coaching, guidance, and support to FP&A analysts, including reviewing selected work products and fostering development of analytical skills

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

Prior experience in a high-growth, multi-location, sales-driven environment

Strong experience in revenue forecasting, financial modeling, and variance analysis

Advanced Excel and financial modeling skills required

Proficiency in SQL and experience navigating data warehouses to extract, manipulate, and analyze large datasets

Experience with financial planning tools strongly preferred

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

Skills and Abilities

Strong analytical, problem-solving, and quantitative skills with the ability to translate data into clear insights and recommendations

Excellent communication and presentation skills, with the ability to effectively engage with executives and non-finance stakeholders

High attention to detail with a commitment to continuous process improvement

Ability to manage multiple priorities and deliver high-quality work under tight deadlines

Proven ability to build strong cross-functional relationships and influence decision-making.

Benefits Summary High quality voluntary health, vision, disability, life, and dental insurance programs
401K Matching Plan Employee Stock Purchase Plan Paid holidays, vacation, and sick leave

Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness

Financial Solution Program Equal…