Director Financial Planning & Analysis (FP&A), Health Benefits & Financial Services

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

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.

Qualifications

Qualifications

• FP&A with career experience in Group and Individual Health Benefits.
• Bachelor’s degree in finance, Accounting, Economics, or related field.
• MBA, CPA, or CFA preferred.
• 10+ years of progressive experience in FP&A, corporate finance, or financial leadership.
• 5+ years managing high-performing finance teams.
• Experience within an insurance brokerage, employee benefits, health insurance, or financial services organization strongly preferred.

Preferred Experience

The successful candidate will demonstrate expertise in:

• Health Benefits revenue recognition
• Group Benefits
• Individual Benefits
• Insurance brokerage operations
• Commission-based revenue models
• Carrier accounting
• Financial forecasting
• Budget development
• Business analytics
• Financial modeling
• KPI development
• Executive reporting
• Operational finance
• Accounting principles (GAAP)
• ERP and financial systems
• Advanced Excel, Power BI, Tableau, or similar analytics platforms

Key Competencies

• Strategic thinker with strong business acumen
• Ability to connect operational activities with financial outcomes
• Excellent financial modeling and analytical skills
• Strong understanding of accounting principles and financial reporting related to Health Benefits
• Executive-level communication and presentation skills
• Ability to influence without direct authority
• Strong leadership and team development capabilities
• Continuous improvement mindset with a focus on automation and process optimization

Success in This Role

Within the first year, the Director will:

• Establish a robust forecasting process that improves financial predictability.
• Create executive dashboards that provide timely insight into business performance.
• Strengthen alignment between Finance, Accounting, and Operations.
• Improve visibility into profitability across business lines, producers, and clients.
• Develop actionable analytics that drive revenue growth, margin improvement, and operational efficiency.
• Serve as a trusted advisor to executive leadership by translating complex financial data into strategic business decisions.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.