17 financial planning and analysis manager jobs found in Dallas

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Responsibilities FiLab Test Execution Collaborate with the Incubation team to design and carry out FiLab test projects. Manage the full lifecycle of multiple innovation tests – from planning and budgeting to implementation and delivery of results. Support the development of tools and processes that ensure testing is thoughtful, efficient, and replicable. Create and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role is a Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic impacts but concentrates on the day-to-day details in order to ensure tactical execution. The Product Owner is responsible for executing...

SUMMARY: The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role is a Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic impacts but concentrates on the day-to-day details in order to ensure tactical execution. The Product Owner is responsible for executing...

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

SUMMARY: The Senior Client Manager  works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in...

Description Summary: Our Commercial Real Estate Group has an excellent entry level position available for an individual looking to gain more experience in the commercial real estate lending field. Duties & Responsibilities: Gather and analyze all financial and business information to determine credit worthiness for loans. Prepare a written evaluation of borrowers' financial condition and future outlook, as well as identify strengths and risks associated with our relationship sponsors and guarantors. Obtain and follow up on all required documents. Monitor financial reporting requirements and obtain and analyze financial and loan information. This position generally leads to a career in commercial real estate lending, either as a portfolio manager or relationship manager, and will include sales in either position. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree in...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Manager, EB Sales Analyst is a strategic and people-focused leader responsible for driving sales execution, team performance, and profitable growth. This role leads a team of Sales Analysts who support producers, customers, and internal partners by coordinating the delivery of products and services, strengthening client and producer relationships, and helping position new...

The Commercial Lines (CL) Practice Leader owns the operational excellence of HUB’s Texas region Commercial Lines division, translating strategy into execution across sales, retention, and customer service. This role is central to driving performance outcomes while leading and developing a high-performing team of CL professionals. We are the perfect fit if you: Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Believe in integrity and building success by developing relationships with others Want to drive strategic planning and influence development with a dynamic team Can close deals and facilitate additional opportunities to support revenue growth Are open for personal and career growth and love collaboration Job Responsibilities: Responsible for being a resource to all of CL in the HUB Texas region Communicate all National initiatives to the field...

Job Description: Position Title:            AVP, Claims- Personal Lines The AVP, Claims- Personal Lines will manage 2-4 personal lines claims Directors. The AVP will provide oversight to all personal lines units and supervisors/managers responsible for adjusting 1st and 3rd party auto bodily injury and property damage claims; including collision, comp, total losses, salvage, subrogation, PIP, SIU and litigated claims. Primary responsibilities include managing the claims directors to established claim procedures, processes including best practices and KPIs; as well as managing daily workflow and handling of all claims within the personal lines units. The AVP must have significant experience in the management and handling of auto liability claims including litigation.  The AVP must have extensive coverage experience with auto liability policies and forms. Assistant Vice President of Claims is responsible for day-to-day management of the claims organization and for...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Small Commercial New Business team is currently seeking an Underwriting Director.   This is a full time, exempt role.   POSITION OVERVIEW:  The Small Commercial Underwriting Director is an experienced leader that demonstrates mastery of financial acumen, strategy development, leadership, and execution. The Director is expected to have broad influence/impact and is able to create followership amongst field and senior leadership. This includes being a thought partner in analyzing trends and developing regional strategy, maintaining profitability of the book, implementing and executing projects, actions, and assisting with agency management. The Director is able to attract,...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Small Commercial New Business team is currently seeking an Underwriting Director.   This is a full time, exempt role.   POSITION OVERVIEW:  The Small Commercial Underwriting Director is an experienced leader that demonstrates mastery of financial acumen, strategy development, leadership, and execution. The Director is expected to have broad influence/impact and is able to create followership amongst field and senior leadership. This includes being a thought partner in analyzing trends and developing regional strategy, maintaining profitability of the book, implementing and executing projects, actions, and assisting with agency management. The Director is able to attract,...

The Territory Manager owns the strategic development and execution of a multi-state business plan designed to drive profitable small business growth and strengthen UFG’s regional presence. This role requires a high degree of strategic thinking, data-driven decision-making, and the ability to tailor approaches based on agency maturity, performance trends, and market dynamics. The Territory Manager serves as a trusted representative of UFG in the field—building deep agency partnerships, influencing engagement, and ensuring a seamless, consistent agent experience through strong communication and cross-functional collaboration. Success requires exceptional organization, proactive planning, and disciplined execution to achieve small business submission, quote, bind, premium, and profitability goals This is a fully remote opportunity handling a territory that includes North TX, OK, and AR. Responsibilities: Territory Management / Sales and Agency Development (50%) Develop...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Director, Ben Admin Services provides strategic, operational, and people leadership for the Ben Admin organization, overseeing Ben Admin Coordinators, Ben Admin Specialists, and Technology Solutions Trainers. This role is accountable for successful implementation, renewal, integration, and ongoing support of Ben Admin technology and services for internal partners, brokers, carriers, vendors, and...