Director Financial Planning & Analysis (FP&A), Health Benefits & Financial Services at Trucordia — NeverHard

Job Description Position Summary We are seeking a strategic and hands-on Director of Financial Planning & Analysis to lead financial planning, forecasting, budgeting, and business analysis for our Group and Individual Benefits business. This leader will serve as a trusted business partner to executive leadership, operations, sales, and accounting, providing financial insights that drive profitable growth while ensuring financial integrity. This position can be remote for individuals that have a demonstrated track record of FP&A in Group and Individual Benefits. The ideal candidate possesses a strong FP&A foundation coupled with deep knowledge of insurance brokerage operations, including employee benefits, individual insurance products, commission revenue, carrier relationships, and the accounting implications of operational decisions. This role requires someone who can bridge finance and operations, translating business activity into meaningful financial analysis and actionable recommendations. Key Responsibilities Strategic Financial Leadership Lead the annual budgeting, forecasting, and planning processes for the Group and Individual Benefits. Develop financial models that support strategic initiatives, acquisitions, investments, and operational improvements. Partner with executive leadership to evaluate business performance and identify opportunities to improve profitability and operational efficiency. Provide financial guidance for growth initiatives, new products, and market expansion. Business Partnership Serve as the primary finance partner to Benefits Operations, Sales Leadership, Account Management, and Executive Leadership. Develop a deep understanding of operational workflows, carrier relationships, commission structures, enrollment cycles, and client service models. Translate operational metrics into financial performance indicators. Influence decision-making through insightful analysis and data-driven recommendations. Financial Planning & Analysis Lead monthly forecasting, variance analysis, and management reporting. Develop KPIs and dashboards measuring: Revenue by line of business Commission income Fee income Client retention Producer productivity Book growth Margin performance Operating expenses Analyze trends impacting profitability and recommend corrective actions. Accounting & Financial Integrity Collaborate closely with accounting to ensure accurate financial reporting and alignment between operational activity and financial results. Understand revenue recognition, commission accounting, accruals, deferred revenue, carrier settlements, producer compensation, and benefits administration impacts. Ensure planning assumptions align with GAAP and internal accounting policies. Support month-end and quarter-end close through financial analysis and reconciliations where appropriate. Operational Analytics Evaluate profitability by: Client Producer Agency Product line Carrier Analyze enrollment trends, commission yields, retention, staffing models, and operational efficiency. Develop reporting that links operational performance to financial outcomes. Leadership Foster a culture of accountability, continuous improvement, and analytical excellence. Collaborate cross-functionally across Finance, Operations, Sales, IT, and Executive Leadership.