Director, Financial Planning & Analysis

ePayPolicy(1 month ago)

HybridFull TimeDirector$176,580 - $232,367 (estimated)Finance

About this role

The Director of Financial Planning & Analysis at ePayPolicy is responsible for leading the company's financial forecasting, reporting, and strategic analysis functions. This role involves designing complex financial models, collaborating with executive leadership and private equity stakeholders, and enhancing financial reporting capabilities to support data-driven business decisions. The Director will also drive improvements in KPI reporting and automation, utilizing advanced data analysis tools to transform raw data into actionable insights for the organization.

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Required Skills

Financial Planning
Stakeholder Management
Financial Reporting
Strategic Leadership
Budgeting
Financial Modeling
Data Analysis
KPI Development
Dashboard Design
Communication Skills

+6 more

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
3+ years of progressive experience in Finance or FP&A, preferably with an Investment Banking or Private Equity background
Experience with or exposure to FP&A software tools (e.g., Adaptive, Vena, Planful, Cube, etc.)

About ePayPolicy

epaypolicy.com

ePayPolicy is a digital payment solution tailored specifically for the insurance industry, designed to simplify the payment process for agencies, carriers, and premium finance companies. With features such as customizable payment pages, seamless integrations, and PCI compliance, ePayPolicy allows organizations to accept payments efficiently and securely. The platform is backed by over 10,000 insurance organizations and offers a user-friendly experience aimed at reducing the complexities associated with traditional payment methods, such as checks. Customers can try ePayPolicy for free for 60 days, ensuring satisfaction before committing.