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Closed on August 19, 2026.
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Director of Financial Planning & Analysis
Finance Director
Accounting
Accounting Software
Analytical Skills
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Blackline
Budget Management
Business Analytics
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Business Systems
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Director of Finance
ERP
Financial Analysis
Financial Planning
Financial Planning Manager
Financial Planning Software
Financial Reporting
FP&A
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NetSuite
Power BI
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Risk Management
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Job Description
In Morrisville, North Carolina, Investors Title Insurance Company seeks a Director of Financial Planning & Analysis to shape how the organization plans, reports, and scales its financial operations across multiple entities. This hybrid or NC remote role partners with Marketing and Operations to own budgeting, cash management, and governance, including SOX-level controls and M&A activity, as the company navigates growth. The ideal candidate brings at least eight years of experience in accounting or finance and a bachelor's degree in accounting, finance, or a related field.
Responsibilities
- 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.
- Oversee revenue and expense accounting for all agencies; certify accuracy.
- Analyze and explain monthly results in clear written and verbal narratives.
- Guide AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production.
- Partner with the VP–Controller to design, document, and enforce SOX-level internal controls; standardize policies and procedures.
- Evaluate M&A opportunities and new office launches, including pro formas and capital needs; manage capital asset acquisitions.
- Stand up preferred vendor programs, business insurance strategy, and document retention across agencies; uphold enterprise risk and compliance responsibilities.
Requirements
- Bachelor’s in Accounting, Finance, or related field (required); CPA preferred.
- 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.
- Leader-coach with high integrity, strong communication, and analytical acumen.
- Change-ready, proactive, and energized by continuous improvement.
- Advanced Excel proficiency.
Technologies
- NetSuite
- Blackline
- Power BI
- Excel
Benefits
- Strategic seat at the table as Finance’s partner to Marketing and Operations, with direct influence on profitability, value creation, and growth.
- Ownership across planning, accounting, reporting, and financial operations; real scope to modernize processes and tools.
- Opportunity to design and enforce SOX-level internal controls across a multi-entity environment.
- Visibility into capital planning and transactions (acquisitions, divestitures, mergers).
- A platform to leverage modern systems and build data-driven decisioning at scale.