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 By helping them move from manual, outdated forms of payment collection to modern payment tools, we help their companies work faster and more efficiently.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

  Experie