Director of Financial Planning & Analysis

Investors Title Insurance Company; Morrisville (NC); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Investors Title Insurance Company in Morrisville, NC seeks a Director of Financial Planning & Analysis. This role involves strategic partnership with Marketing and Operations, overseeing financial reporting, budgeting, and operational risk management.

The ideal candidate will have a Bachelor's in Accounting or Finance, 8+ years of experience, and lead finance functions across multiple entities. The position supports hybrid or remote work options within North Carolina.

Qualifications

• 8+ years in accounting/finance, including 3+ years in leadership.
• Experience in financial services or multi-entity environments.
• Proven record in process improvement and scalable operations.

Responsibilities

• Lead annual budgets and in-year projections.
• Oversee revenue and expense accounting; ensure accuracy.
• Guide financial operations including AP, AR, and payroll.
• Design and enforce SOX-level internal controls.
• Evaluate M&A opportunities and manage capital asset acquisitions.
• Establish vendor programs and uphold compliance responsibilities.

Skills

Leadership

Analytical skills

Communication

Advanced Excel proficiency

Education

Bachelor's in Accounting, Finance, or related field

CPA preferred

Tools

NetSuite

Blackline

Power BI

Excel-based reporting tools

Job description

Director of Financial Planning & Analysis – Investors Title Insurance Company – Morrisville, NC (Hybrid or remote in NC)

Step into a high-impact leadership role where you’ll be a strategic partner for a fast-moving managed agency operation. You’ll work directly with Marketing and Operations, steer planning and reporting, and build scalable controls that keep a growing business on track. If you enjoy owning the full finance stack—from budgeting and cash to SOX-level controls and M&A—this may be the opportunity for you.

Why You'll Love This Role:

• Strategic seat at the table as Finance’s partner to Marketing and Operations, with direct influence on profitability, value creation, and growth.
• Ownership across planning, accounting, reporting, and financial operations; real scope to modernize processes and tools.
• Opportunity to design and enforce SOX-level internal controls across a multi-entity environment.
• Visibility into capital planning and transactions (acquisitions, divestitures, mergers).
• A platform to leverage modern systems and build data-driven decisioning at scale.

What You'll Do:

• Lead Planning & Forecasting
  • Own annual operating and capital budgets; deliver two in-year projections.
  • Drive executive cash and capital planning for agency start-ups, wind-downs, and ongoing sufficiency.
• Own Accounting & Reporting
  • Oversee revenue and expense accounting for all agencies; certify accuracy.
  • Analyze and explain monthly results in clear written and verbal narratives.
• Oversee Financial Operations (Matrixed)
  • Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
• Build Controls & Standards
  • Partner with the VP–Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
• Finance for Growth & Change
  • Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
• Lead Admin & Risk Basics
  • Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.

What We’re Looking For:

• Education
  • Bachelor’s in Accounting, Finance, or related field (required); CPA preferred.
• Experience
  • 8+ years progressively responsible in accounting/finance with 3+ years leading teams.
  • Background in financial services or other white-collar services; multi-entity/divisional exposure.
  • Hands‑on with NetSuite, Blackline, Power BI, and Excel‑based reporting tools.
  • Proven workflow design and process improvement experience; track record building scalable operations for growth.
• Skills & Attributes
  • Leader‑coach with high integrity, strong communication, and analytical acumen.
  • Change‑ready, proactive, and energized by continuous improvement.
  • Advanced Excel proficiency.

The Company is an equal‑opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, and other protected class characteristics.