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Director of Financial Planning and Analysis

Tampa

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.

At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!

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What you will be doing:

Financial Planning, Forecasting & Budgeting

  • Lead the annual budget, rolling forecast, and long-range planning processes.
  • Develop financial models to support strategic initiatives, growth plans, and capital allocation decisions.
  • Oversee expense management and headcount planning across business units.
  • Partner with senior leaders to ensure forecasts reflect operational realities and strategic priorities.

Performance Management & Analytics

  • Analyze and report on key financial and insurance performance metrics, including:
    • Premium growth
    • Loss ratio and combined ratio
    • Expense ratio
    • Operating income and EBITDA
  • Identify performance drivers, trends, and variances versus plan and prior periods.
  • Develop dashboards and executive reporting packages for senior leadership and the Board.

Insurance-Specific Financial Support

  • Partner with Underwriting, Actuarial, and Claims to understand loss trends, reserve movements, and profitability by product and state.
  • Support reinsurance planning and analysis, including cost-benefit assessments and earnings impact.
  • Analyze impacts of rate filings, catastrophe activity, inflation, and regulatory changes on financial results.

Public Company & Executive Support

  • Support earnings guidance, internal management reporting, and investor-related analysis.
  • Coordinate closely with the accounting team on actuals, accruals, and SOX-aligned controls.
  • Provide financial insights for executive decision-making and Board presentations.
  • Support M&A, divestitures, and other strategic transactions as needed.

 Process Improvement & Systems

  • Enhance FP&A processes, tools, and models to improve accuracy, efficiency, and scalability.
  • Partner with Technology to optimize financial systems and data integration.
  • Ensure strong documentation and internal controls over FP&A processes.

Team Leadership & Development

  • Lead, mentor, and develop the FP&A team; provide coaching and continuous performance feedback.
  • Conduct timely and effective Progress & Growth Structured Dialogue sessions, ensuring skills and knowledge is discussed as well as defining the path for growth.
  • Establish best practices for financial modeling, analysis, and business partnership.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Perform other duties as assigned.

 

What you have:

Education, Experience and Licensing Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
  • 10+ years of progressive finance experience, including FP&A leadership roles.
  • 5+ years of people management experience.
  • Experience operating in a publicly traded or highly regulated environment required, experience in P&C insurance preferred.
  • CPA, CFA, or similar professional designation.

Qualifications/Skills and Competencies:

  • Strong understanding of insurance financials and P&C business models.
  • Advanced financial modeling and analytical skills.
  • Proven leadership ability with experience managing, coaching, and developing teams.
  • Strategic thinker with the ability to translate company goals into deliverables.
  • Strong organizational skills with expertise in problem-solving, process improvement, change management, and attention to detail.
  • Exceptional business partnership and communication skills.
  • Familiarity with insurance core systems and financial planning tools.
  • Ability to learn new systems and applications quickly, with experience in developing policy forms.
  • Proficient in Microsoft 365 applications such as Teams, SharePoint, Word, Excel, PowerPoint, and Outlook.
  • Desire to live Slide's Core Values.

What Slide offers to you:

The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology!  Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders. From coffee chats, to clubs, to social events - we plan it, so all Sliders feel included and Enjoy their Journey.

Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional.  A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!

 

2023, 2024 & 2025 BEST PLACE TO WORK - Tampa Bay Business Journal

2024 & 2025 TOP WORKPLACE - Tampa Bay Times (Local) &

2024 TOP WORKPLACE - USA Today (National)

 

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