Director, Financial Planning & Analysis (Hybrid)

Globe Life Liberty National Division- The Jackson Agencies; McKinney (TX); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Company 401k and pension plan

Paid holidays and time off

Parental leave

Education reimbursement and courses

Job summary

Globe Life Liberty National Division- The Jackson Agencies in McKinney, TX seeks a Director of Financial Planning & Analysis to lead annual and strategic planning, manage forecasts, and drive performance insights. This hybrid role combines in-office collaboration Tue–Thu with remote Mon & Fri work.

The ideal candidate brings 10–15 years in finance, 5+ years leading FP&A, and strong expertise in Workday Adaptive, ERP systems, and GAAP. Excellent communication and leadership required.

Qualifications

• Bachelor's degree in finance, accounting, or economics; MBA preferred.
• 10–15 years in finance with 5+ years leading FP&A teams; insurance preferred.
• Experience with large ERP/financial systems; Workday Adaptive preferred.
• Strong Excel, data visualization, and SQL skills; GAAP knowledge.

Responsibilities

• Lead annual and strategic planning; deliver high-quality forecasts and variance analysis.
• Oversee month/quarter/year-end reviews with executives and stakeholders.
• Drive system transformations, e.g., Anaplan to Workday Adaptive migration.
• Engineer scalable planning processes; automate planning cycles and reports.
• Implement next-gen planning tools; provide real-time business intelligence.
• Automate workflows; enable self-service analytics for partners.
• Monitor key drivers; deliver data-driven insights to executives.
• Lead FP&A team with coaching and development.
• Set priorities and expectations for deliverables and partnerships.
• Provide timely management reporting and executive presentations.
• Educate stakeholders on FP&A tools and capabilities.
• Build relationships and provide financial leadership across the business.

Skills

Leadership

SQL

Excel

Tableau/Power BI

US GAAP

Data analysis

Communication

Problem solving

Forecasting

Process improvement

Education

Bachelor's degree in finance/accounting/economics

MBA preferred

Tools

Workday Adaptive

ERP system

Tableau

Power BI

SQL tools

Job description

Job Description

Director, Financial Planning & Analysis (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview

Could you be our next Director, Financial Planning & Analysis? Globe Life is looking for a Director, Financial Planning & Analysis to join the team! In this role, you will be responsible for leading the annual and strategic planning processes, primarily as they relate to administrative, agency sales and support, and corporate. This position is responsible for ensuring the quality, integrity, timeliness and material accuracy of the annual operating plan, financial forecasts, quarterly revisions, and variance analysis. This role will partner with other leaders in the organization to drive a culture of accountability, through the design and refinement of financial models, analytical tools, processes, policies, and reporting that help uncover and effectively communicate trends, risks, and opportunities for improvement.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do

• Lead the annual and strategic planning process and deliver high-quality, accurate, and complete financial forecasts and executive-level variance analysis.
• Oversee month/quarter/year-end reviews with the executive leadership team and other stakeholders.
• Lead system transformation initiatives, spearheading the strategic migration from Anaplan to Workday Adaptive while ensuring seamless business continuity and enhanced analytical capabilities.
• Engineer scalable, automated planning processes that eliminate manual redundancies, reduce cycle times, and ensure consistent, high-quality financial deliverables across all planning areas.
• Champion the implementation of next generation planning and reporting tools that revolutionize FP&A's analytical capabilities and provide executives with real-time, actionable business intelligence.
• Implement intelligent workflow automation using advanced planning software to streamline planning cycles, enhance forecast accuracy, and provide self-service analytics capabilities to business partners.
• Demonstrate a strong understanding of Globe Life’s overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data-driven and actionable insights.
• Manage and lead an FP&A team by providing positive coaching and development to strengthen and grow the capabilities of the team.
• Identify priorities and set clear expectations for deliverables of the FP&A team for process improvements, system enhancements and business partnerships.
• Provide the executive leadership team with accurate, timely management reporting and presentations that effectively communicate opportunities, risks, and issues at the executive level.
• Educate stakeholders on how to leverage FP&A planning tools and capabilities.
• Build working relationships, influence, and provide financial leadership to other areas of the organization.

What You Can Bring

• Degree in finance, accounting, economics; MBA preferred.
• 10-15 years of relevant work in finance, including a minimum of 5 or more years of experience leading a corporate FP&A team, including managers.
• Financial Services industry experience, insurance preferred.
• Demonstrated experience working with a large ERP/Financial system.
• Demonstrate experience planning corporate performance management software, Workday Adaptive preferred.
• Expert level Microsoft Excel with an aptitude in systems and reporting for analysis
• High proficiency in data visualization tools. (e.g., Tableau, Power BI)
• High proficiency in SQL skills needed to transform large data sets and perform analysis.
• Strong understanding of US GAAP and corporate finance principles.
• Demonstrated ability to lead a team and directly or indirectly influence stakeholders to achieve objectives.
• Proven experience optimizing, building, documenting, and implementing standard operating processes.
• Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured information and develop actionable insights and recommendations.
• High integrity, a strong analytical mindset, exceptional organizational skills with an eye towards efficiency, and experience leading a high-performance culture.
• Ability to work to deadlines and juggle multiple projects at a time, while maintaining sharp attention to detail.
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
• Excellent written and oral communication skills; ability to define, influence, and drive change at executive levels and cross the broader community of stakeholders.
• Strong interpersonal skills and the ability to easily build effective relationships with senior executives in order to become a trusted advisor/partner of the business.
• Ability to balance a high sense of urgency with presenting detail-oriented and accurate financial information.
• Willingness to work, at times and as needed, long hours during the week and on weekends to meet planning and reporting deadlines.

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Location: McKinney, Texas