Director, Financial Planning & Analysis
Every day, ePayPolicy helps over 10,000 insurance companies speed up incoming and outgoing payments. By helping them move from manual, outdated forms of payment collection to modern payment tools, we help their companies work faster and more efficiently. (Check out our almost 5-star customer reviews.)
How do we do it? With powerful payment tools that just work. Our secure, online ACH and credit card payment page is the core product for many of our companies. But we also provide an integrated suite of helpful features for insurance companies of all sizes, including point-of-sale financing, payables network tools, and check reconciliation, all within a single dashboard.
Our expert, live support team helps deliver exceptional care every day, with an industry-leading 97% customer retention rate. Our customers love us. We love them.
Founded in 2014, our growing team is based in Austin, TX, and has clients in all 50 US states. We’ve grown over 300% in the last three years - with big plans for the future.
ePayPolicy is seeking a highly motivated and experienced Director, Financial Planning & Analysis to be a key leader in building and overseeing the company's financial planning, analysis, and reporting functions. This senior-level role reports directly to the Chief Financial Officer and has direct access to the CEO.
The ideal candidate will own the financial forecast model, elevate financial reporting capabilities, and deliver strategic data insights to drive business decisions.
Key Responsibilities
Strategic Leadership & Stakeholder Management
Strategic Leadership & Stakeholder Management
Serve as the primary financial analysis liaison to the CFO, Executive Team, and Private Equity stakeholders.
Act as a thought partner to functional leaders, helping translate strategy into measurable financial outcomes.
Communicate financial performance, forecasts, and strategic direction with clarity and insight.
Direct the creation of management financial reporting, monthly operational packages, and quarterly Board of Directors presentations.
Elevate financial reporting and communication with investors.
Contribute to improved insights in Board materials.
Improve financial systems, dashboards, and data infrastructure to enable faster and better decision-making, utilizing AI where appropriate.
Financial Planning & Modeling
Own the design, construction, and maintenance of all complex, dynamic financial models, including the annual budget, multi-year forecast, and long-range plan.
Function as a hands-on modeling expert and key individual contributor, providing deep-dive analysis on critical business trends.
Partner with the Accounting team to ensure timely and accurate month-end close processes and variance analysis.
Collaborate with the Product team to model the financial impact of new initiatives and refine reporting on product performance and unit economics.
Develop frameworks to assess return on R&D investments, including time-to-market, revenue impact, cost savings, and strategic value.
Partner closely with Sales and Marketing leadership to evaluate go-to-market strategies, pricing, customer acquisition, and retention economics.
Analyze sales productivity, pipeline performance, conversion metrics, and quota attainment to inform capacity and incentive decisions.
Assess marketing spend efficiency, ROI, and attribution across channels, programs, and customer segments.
Identify, select, and implement tools or processes to improve and automate reporting when necessary.
Utilize the financial model to support effective decision-making across the company.
Data & Business Intelligence
Drive continuous improvement and automation in KPI reporting and financial processes, leveraging technical expertise.
Design and maintain robust automated reporting dashboards.
Use tools to query and manipulate large datasets, transforming raw data into clear, actionable business insights.
Exercise significant autonomy and intellectual curiosity to analyze operational levers that drive growth and profitability.
Improve and automate the company-wide KPI dashboard reporting.
Personally create and maintain reports to provide business insight, not just data, as projects arise.
What You Bring
Experience and Qualifications
3+ years of progressive experience in Finance or FP&A, preferably with an Investment Banking or Private Equity background.
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
Extensive hands-on experience in complex financial modeling, data analysis, and direct stakeholder communication.
Experience with or exposure to FP&A software tools (e.g., Adaptive, Vena, Planful, Cube, etc.) and a track record of successfully implementing AI solutions is a plus.
Technical Skills
Expert proficiency in Excel for complex financial modeling, forecasting, and building integrated operational plans.
Familiarity with data analysis tools, such as Power BI (or equivalent BI platform) for dashboard design, and SQL for advanced data querying.
Leverage AI- and automation-enabled tools to improve forecasting accuracy, scenario modeling, and planning cycles.
Strong foundation in Accounting principles, financial modeling, and reporting.
Advanced hands-on experience with Excel and data visualization tools.
Competencies
Exceptional executive presence and communication skills, with a track record of clearly presenting analysis to the C-suite and investors.
Analytical and data-driven decision making; combines business acumen with data-driven decision making.
Execution & Accountability: Autonomous and proactive in identifying opportunities and hands-on in driving solutions.
Board & Investor Communication: Distills complex data into actionable narratives.
Why ePayPolicy
Competitive salary
Comprehensive benefits package with employer-paid basic life and disability premiums
401K
Unlimited PTO
Company-sponsored quarterly “ePayItForward” initiatives
Supportive and inclusive company culture with a focus on work/life balance
Fully-stocked kitchen
Lunch stipend when working onsite
Open communication (We won’t box you in! If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let’s talk about it. We value everyone’s ideas and opinions.)
Huge opportunity for growth
We operate on a hybrid schedule for in-office employees. Standard schedules are three days per week in the office, however, the cadence and days are determined by each team and manager.
We value diversity here at ePayPolicy and understand the importance of creating a safe and comfortable work environment, encouraging individualism and authenticity in every member of our team. We strive to create an accessible and inclusive experience for all candidates. If you need an accommodation during the application or recruiting process, please submit a request to our team via this Interview Accommodation form: https://forms.gle/xKppyKTSqfTUi7hz5