Director of Financial Planning & Analysis

M3 Insurance; Madison (WI); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Employee appreciation events

Volunteering opportunities

Profit-sharing program

Job summary

M3 Insurance seeks a Director of Financial Planning & Analysis to lead enterprise budgeting, forecasting, performance management, and analytics. You will partner with executives to provide actionable insights, oversee financial modeling, and drive finance modernization.

The role emphasizes building a high-performing FP&A team, governance, and scalable processes while promoting data-driven decision making across the organization.

Qualifications

• Seven or more years of progressive FP&A and financial analysis experience.
• Experience leading or developing a team.
• Strong budgeting, forecasting, modeling, and profitability analysis skills.
• Ability to translate complex data into actionable insights for executives.
• Familiarity with BI platforms such as Workday Adaptive Insights or Tableau.

Responsibilities

• Lead annual budgeting, rolling forecasts, long-range planning, scenario analysis, and financial modeling.
• Partner with executives to evaluate performance, risks, and opportunities.
• Translate complex financial information into clear insights and strategic recommendations.
• Oversee profitability reviews and performance measurement.
• Advance planning platforms, automation, predictive analytics, and AI-enabled capabilities.
• Coach and develop FP&A team members and promote data governance.

Skills

FP&A Leadership

Financial Modeling

Budgeting & Forecasting

Data Analytics

Executive Reporting

Process Improvement

Team Development

Education

Bachelor’s degree in Finance or related field

MBA/CPA preferred

Tools

Workday Adaptive Insights

Tableau

SQL

Python

Job description

The Opportunity

M3 is seeking a strategic and forward-thinking Director of Financial Planning & Analysis to lead enterprise financial planning, forecasting, performance management, analytics, and finance transformation. This role will partner closely with executive and business leaders to strengthen financial visibility, deliver actionable insights, and support informed decisions across the organization. The Director will oversee budgeting and forecasting processes, financial modeling, executive reporting, business intelligence, planning technology, and finance modernization. This leader will also develop the FP&A team and foster a culture of accountability, collaboration, innovation, and continuous improvement.

How You Will Make An Impact

• Lead annual budgeting, rolling forecasts, long-range planning, scenario analysis, and financial modeling
• Partner with executive and operational leaders to evaluate business performance, financial drivers, risks, and opportunities
• Translate complex financial and operational information into clear insights and strategic recommendations
• Lead profitability reviews and strengthen financial and operational performance measurement
• Oversee executive reporting, management reporting packages, dashboards, and scorecards
• Advance the use of planning platforms, automation, predictive analytics, and AI-enabled capabilities
• Promote consistent metrics, data quality, reporting governance, and adoption of analytical tools
• Lead finance transformation and process-improvement initiatives that increase efficiency and scalability
• Coach and develop FP&A and analytics team members
• Build trusted partnerships across Finance, Technology, Data Analytics, Operations, Sales, Human Resources, and other business functions

What You Will Need To Succeed

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field
• Seven or more years of progressive experience in FP&A, financial analysis, business analytics, reporting, financial systems, or a related discipline
• Previous people leadership or team-development experience
• Strong knowledge of budgeting, forecasting, financial modeling, scenario planning, profitability analysis, and performance management
• Strategic thinking, financial acumen, sound business judgment, and strong analytical problem‑solving skills
• Ability to communicate complex information clearly and provide actionable recommendations to senior and executive leaders
• Experience with enterprise planning, reporting, or business intelligence platforms such as Workday Adaptive Insights, Tableau, or comparable tools
• Understanding of data analytics, visualization, integration, automation, and reporting governance
• Strong communication, presentation, project leadership, prioritization, and change‑management skills
• Ability to influence across functions while balancing strategic priorities and effective execution
• Experience with business intelligence, advanced analytics, finance automation, or AI-enabled solutions is a plus
• Familiarity with Tableau, Python, SQL, or comparable technologies is preferred
• MBA, CPA, CMA, or another relevant advanced degree or professional certification is preferred

Join us

Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.

Who We Are

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.

What Draws People To M3

Autonomy- Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact- Every M3er can make an impact, from day one in any role.

Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People- Every M3er is unique in their own way, M3 is a collection of unique achievers.

At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

Benefits As An M3er

• Joining the M3 team means gaining access to a host of exceptional benefits and perks.
• Our benefits package is continuously evolving to cater to the needs of our team members.
• From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well‑being and satisfaction of our employees.
• Additionally, our profit‑sharing program ensures that every member of our team shares in the success of our organization.
• These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.

Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

Equal Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.

This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.

In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.