Sr Vice President, Financial Planning & Analysis

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Don’t meet every single requirement? Here at Inspira Financial, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

HOW YOU WILL SOAR:

As a leader, reporting the Chief Financial Officer (CFO), the Senior Finance Leader (Managing Director/Sr VP level) will bring exceptional intellectual curiosity and horsepower to the role, and be committed to mentoring, developing teams. This person will be agile, humble and capable of solving rapid growth environment challenges that unlock long-term value creation for the company. From a stylistic perspective, in addition to being technically proficient and operationally oriented, will be engaging and articulate, as well as a low-ego, collaborative, and a “no-nonsense” executive focused on driving results and serving as a true business partner to the CFO.

Duties & Responsibilities:

• Lead entity-wide FP&A initiatives to optimize financial performance and drive strategic decision-making. Including but not limited to timely delivery of financial reporting packages, budgeting, forecasting, modeling, and business level analysis
• Own the creation and management of budgets, ensuring alignment with organizational strategy, goals, and objectives
• Serve as a strategic business partner and advisor to the Executive Leadership Team developing KPIs and metrics that drive business decisions and accelerate outcomes
• Lead an impactful and high performing team of leaders and individual contributors; establish clear team and individual objectives, support performance and career development, and bolster team engagement
• Increase the speed, efficiency and automation of our financial planning and analysis by supporting the timely delivery, quality and transparency of information to support the company's business decisions
• Provides advice to internal partners on the implications of business trends, issues, operating environment changes and firm or business unit strategy
• Partner closely with private equity and debt investors to ensure they intimately understand all our businesses and forecasts
• Serve as a pricing and go-to-market expert, collaborating with sales and marketing teams to optimize revenue
• Deeply understand all aspects of the business and financial statements to drive key decisions
• Comprehensive financial expertise encompassing financial planning, analysis, accounting, internal and external reporting, and systems management
• Proven ability to effectively manage multiple, large-scale projects and dynamically shift focus and reprioritize when needed
• A strong and influential communication style with an ability to articulate complex concepts to a diverse audience (various business stakeholders including executive leadership), and diplomacy skills to help guide / influence others
• Self-motivated with the ability to make decisions in the absence of detailed instructions
• Flexible and adaptable, with the ability to evaluate the need for change and the impact to the business
• Comfortable with fast-paced PE environment driven by M&A

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• 12+ years of experience in financial planning & analysis functions, with at least 5+ years of experience leading high performing teams
• Bachelor's Degree in Finance, Accounting, or a related field
• Master’s Degree and/or CPA preferred
• Preferred experience with common GL software and FP&A tools
• Familiarity with PE ownership, M&A integrations, and company consolidation efforts are preferred

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing oer $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.