More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.
But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.
About the Role
Reporting directly to the CFO, the SVP Financial Planning & Analysis serves as a financial advisor to the CEO, our operating segments, and the executive team for strategic planning, resource allocation, and driving sustainable shareholder value. Overseeing all aspects of the Budget and our forward looking financials. Developing appropriate tracking methods for revenue and expenses. Responsibilities include collaborating with the business units and leading a high performing FP&A team.
Supervisory Responsibilities:
- This position has direct supervisory responsibilities.
Essential Duties and Responsibilities:
- Spearhead the creation of executive-level management reporting packages (e.g., Board presentations, quarterly business reviews) to clearly communicate financial performance, key performance indicators (KPIs), and variance analyses to stakeholders
- Responsible for executing the development and approval for annual and long-term enterprise level budgets and forecasts approved by the executive team and Board, in a SOX compliant manner.
- Create a reliable cash flow projection process and reporting structure that includes a minimum cash threshold to meet operational needs
- Routinely review revenue cycle metrics to identify and address issues affecting overall performance proactively
- Act as a strategic business partner to executive leaders, providing financial guidance on capital allocation, ROI analysis for major initiatives, and optimization of business performance drivers
- Partner with senior leaders to ensure the company hits revenue and other key financial targets
Skills/Abilities:
Strong written and oral communication skills, leadership capabilities and analytical skills.
Excellent project management skills with a proven ability to meet deadlines
Ability to solve routine or complicated problems effectively and drive projects to successful completion
Aptitude to develop partnerships with teams within the department and across the company.
Ability to compose and present comprehensive reports and presentation
Proficient at planning, organizing and presenting training activities to diverse employee groups.
Comfortable with authoring many types of documents, including agendas, action/project plans, and presentations
Experience building out financial processes and systems (preferably with AI & automation) in support of accuracy and efficiency
Education and Experience:
- Bachelor's degree in finance or accounting and 12+ years of proven work experience as a Senior Finance leader
- Deep expertise in advanced financial modeling, driver-based forecasting, zero-based budgeting, and performance management methodologies
- In-depth knowledge of financial benchmarking, accounting, audit and tax compliance and other regulatory matters
- Adept in fiscal management principles and processes, including resource management and needs assessment
- Partner with Chief Financial Officer & Chief Executive Officer to establish and track financial objectives
Certificates/Licenses/Registration:
- Certifications in Finance or Accounting preferred, but not required
Financial Responsibilities (budget revenue):
- This position has budget responsibility authority and/or level of control.
Physical Requirements:
Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.
Prolonged periods of sitting at a desk and working on a computer.
SelectQuote Core Values:
Service: We create positive customer experiences.
Entrepreneurship: We create innovate & take risks.
Leadership: We build & invest in high-performing teams.
Empowerment: We embrace a changing environment.
Courage: We challenge the status quo & drive continuous improvement.
Teamwork: We help support & celebrate each other.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.
At this time SelectQuote does not hire applicants who solely possess temporary work visas requiring employer sponsorship of any kind including but not limited to OPT, H-1B, L-1, O-1, TN, F-1, J-1, E-3, etc.
SelectQuote Insurance Services does not discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
Our Benefits
The Compensation for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
We are proud to offer the following benefits:
- Competitive Medical, Dental, and Vision Insurance
- HSA/FSA
- Voluntary Hospital Indemnity, Critical Illness, Accident Insurance, and Short Term Disability
- Voluntary Life Insurance for Self, Spouse and Dependent
- Company-paid Basic Life Insurance and Long Term Disability
- Retirement plan and Employer match contribution with Profit Share
- Tuition Reimbursement program
- Company perks and Discount program
- Engaging Wellness and Financial Education Resources
- Employee Assistance Program
- Incentive Plans
Base Salary Minimum
$240,000
Base Salary Maximum
$265,000