Director Financial Planning & Analysis (FP&A), Health Benefits & Financial Services — Lindon, UT

Position Summary

We are seeking a strategic and hands-on Director of Financial Planning & Analysis to lead financial planning, forecasting, budgeting, and business analysis for our Group and Individual Benefits business. This leader will serve as a trusted business partner to executive leadership, operations, sales, and accounting, providing financial insights that drive profitable growth while ensuring financial integrity.

The ideal candidate possesses a strong FP&A foundation coupled with deep knowledge of insurance brokerage operations, including employee benefits, individual insurance products, commission revenue, carrier relationships, and the accounting implications of operational decisions. This role requires someone who can bridge finance and operations, translating business activity into meaningful financial analysis and actionable recommendations.

Key Responsibilities

Strategic Financial Leadership

• Lead the annual budgeting, forecasting, and planning processes for the Group and Individual Benefits.
• Develop financial models that support strategic initiatives, acquisitions, investments, and operational improvements.
• Partner with executive leadership to evaluate business performance and identify opportunities to improve profitability and operational efficiency.
• Provide financial guidance for growth initiatives, new products, and market expansion.

Business Partnership

• Serve as the primary finance partner to Benefits Operations, Sales Leadership, Account Management, and Executive Leadership.
• Develop a deep understanding of operational workflows, carrier relationships, commission structures, enrollment cycles, and client service models.
• Translate operational metrics into financial performance indicators.
• Influence decision-making through insightful analysis and data-driven recommendations.

Financial Planning & Analysis

• Lead monthly forecasting, variance analysis, and management reporting.
• Develop KPIs and dashboards measuring:
• Revenue by line of business
• Commission income
• Fee income
• Client retention
• Producer productivity
• Book growth
• Margin performance
• Operating expenses
• Analyze trends impacting profitability and recommend corrective actions.

Accounting & Financial Integrity

• Collaborate closely with accounting to ensure accurate financial reporting and alignment between operational activity and financial results.
• Understand revenue recognition, commission accounting, accruals, deferred revenue, carrier settlements, producer compensation, and benefits administration impacts.
• Ensure planning assumptions align with GAAP and internal accounting policies.
• Support month-end and quarter-end close through financial analysis and reconciliations where appropriate.

Operational Analytics

• Evaluate profitability by:
• Client
• Producer
• Agency
• Product line
• Carrier
• Analyze enrollment trends, commission yields, retention, staffing models, and operational efficiency.
• Develop reporting that links operational performance to financial outcomes.

Leadership

• Foster a culture of accountability, continuous improvement, and analytical excellence.
• Collaborate cross-functionally across Finance, Operations, Sales, IT, and Executive Leadership.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• MBA, CPA, or CFA preferred.
• 10+ years of progressive experience in FP&A, corporate finance, or financial leadership.
• 5+ years managing high-performing finance teams.
• Experience within an insurance brokerage, employee benefits, health insurance, or financial services organization strongly preferred.

Preferred Experience

The successful candidate will demonstrate expertise in:

• Health Benefits revenue recognition
• Group Benefits
• Individual Benefits
• Insurance brokerage operations
• Commission-based revenue models
• Carrier accounting
• Financial forecasting
• Budget development
• Business analytics
• Financial modeling
• KPI development
• Executive reporting
• Operational finance
• Accounting principles (GAAP)
• ERP and financial systems
• Advanced Excel, Power BI, Tableau, or similar analytics platforms

Key Competencies

• Strategic thinker with strong business acumen
• Ability to connect operational activities with financial outcomes
• Excellent financial modeling and analytical skills
• Strong understanding of accounting principles and financial reporting related to Health Benefits
• Executive-level communication and presentation skills
• Ability to influence without direct authority
• Strong leadership and team development capabilities
• Continuous improvement mindset with a focus on automation and process optimization

Success in This Role

Within the first year, the Director will:

• Establish a robust forecasting process that improves financial predictability.
• Create executive dashboards that provide timely insight into business performance.
• Strengthen alignment between Finance, Accounting, and Operations.
• Improve visibility into profitability across business lines, producers, and clients.
• Develop actionable analytics that drive revenue growth, margin improvement, and operational efficiency.
• Serve as a trusted advisor to executive leadership by translating complex financial data into strategic business decisions.

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K