Director of Financial Planning & Analysis

Investors Title Company and Affiliates

$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's in Accounting, Finance, or related field; CPA preferred.
  • 8+ years in accounting/finance, 3+ years in team leadership.
  • Experience in financial services or white-collar service industries.
  • Practical knowledge of NetSuite, Blackline, Power BI, and Excel tools.
  • Proven experience in workflow design and process improvement.

Responsibilities

  • Lead annual operating and capital budgeting processes.
  • Drive cash and capital planning for agency operations.
  • Oversee revenue and expense accounting ensuring accuracy.
  • Analyze monthly financial results and communicate findings clearly.
  • Guide various financial operations like AP, AR, and payroll.
  • Partner with VP-Controller on SOX compliance and internal controls.
  • Evaluate M&A opportunities and manage capital asset acquisitions.

Benefits

  • Flexible work options, including hybrid or remote in NC.
  • High-impact leadership role with strategic involvement.
  • Opportunity to shape financial operations in a growing business.
  • Access to professional development and continuous improvement initiatives.
  • Engagement in M&A activities and operational expansions.
Full Job Description
Director of Financial Planning & Analysis
Investors Title Insurance Company
Morrisville, NC (hybrid or remote in NC)

Step into a high-impact leadership role where you'll be a strategic partner for a fast-moving managed agency operation. You'll work directly with Marketing and Operations, steer planning and reporting, and build scalable controls that keep a growing business on track. If you enjoy owning the full finance stack-from budgeting and cash to SOX-level controls and M&A-this may be the opportunity for you.

What You'll Do:
  • Lead Planning & Forecasting
    • Own annual operating and capital budgets; deliver two in-year projections.
    • Drive executive cash and capital planning for agency start-ups, wind-downs, and ongoing sufficiency.
  • Own Accounting & Reporting
    • Oversee revenue and expense accounting for all agencies; certify accuracy.
    • Analyze and explain monthly results in clear written and verbal narratives.
  • Oversee Financial Operations (Matrixed)
    • Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
  • Build Controls & Standards
    • Partner with the VP-Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
  • Finance for Growth & Change
    • Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
  • Lead Admin & Risk Basics
    • Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.
What We're Looking For:
  • Education
    • Bachelor's in Accounting, Finance, or related field (required); CPA preferred.
  • Experience
    • 8+ years progressively responsible in accounting/finance with 3+ years leading teams.
    • Background in financial services or other white-collar services; multi-entity/divisional exposure.
    • Hands-on with NetSuite, Blackline, Power BI, and Excel-based reporting tools.
    • Proven workflow design and process improvement experience; track record building scalable operations for growth.
  • Skills & Attributes
    • Leader-coach with high integrity, strong communication, and analytical acumen.
    • Change-ready, proactive, and energized by continuous improvement.
    • Advanced Excel proficiency.


#801835
#LI-Hybrid

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