Experience and Education Bachelor’s degree in Finance, Accounting, Economics, or related field; Master’s degree preferred 4–7+ 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
Benefits
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.
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 Employment Opportunity: Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations.
Additional details
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.
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
Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law.
All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.