Director of Financial Planning & Analysis
OverviewThe Financial Planning and Analysis (FP&A) team plays a central role in shaping the company’s strategic and financial direction. Working closely with the Chief Financial Officer, Treasurer, and senior executive leadership, the team delivers financial insights, evaluates strategic initiatives, and develops analyses that support key business decisions.
This is an opportunity for a highly motivated finance professional who thrives in a fast-paced, analytical environment. The ideal candidate will have a strong understanding of the life insurance and annuity industry, be capable of making an immediate impact, and have the ability to independently lead complex projects from concept through execution. The role offers significant visibility across the organization, including regular interaction with executive leadership, regulators, rating agencies, lenders, and ownership.
While this is a Director-level position, it is intentionally hands-on. We are seeking an experienced professional who enjoys building financial models, performing rigorous analysis, solving complex problems, and driving outcomes – not someone looking to solely manage people or processes.
Responsibilities
Lead complex financial analyses to evaluate business performance, profitability, capital deployment, and strategic initiatives, providing actionable insights to senior leadership
Develop, maintain, and enhance integrated three-statement financial models supporting valuation, long-term planning, capital management, forecasting, and strategic decision-making
Support the enterprise financial projections across US, Bermuda, and Cayman insurance entities, partnering cross-functionally to deliver accurate and timely outlooks
Perform quantitative analysis of financial, actuarial, investment, and capital data to identify key business drivers, emerging trends, and risks
Prepare executive-level presentations, board materials, and financial reporting for senior management, regulators, lenders, rating agencies, investors, and other external stakeholders
Produce management-view financial statements and executive reporting packages that provide meaningful insights into financial performance and capital position
Partner with corporate development, investments, actuarial, treasury, accounting, and business leaders to evaluate M&A opportunities, block/flow reinsurance, funding agreements, retail business, and other strategic growth initiatives
Support financial integration of new business into the company’s forecasting, planning, reporting, and capital management processes
Manage and enhance financial data infrastructure, reporting, and analytics, within Microsoft Fabric, improving data quality, automation, scalability, and reporting efficiency
Drive process improvements across forecasting, reporting, and financial planning by identifying automation opportunities and implementing best practices
Present analyses and recommendations directly to senior leadership, translating complex financial and actuarial concepts into concise, decision-ready insights
Independently lead high-impact, cross functional projects from initial concept through implementation, exercising sound judgement and requiring minimal day-to-day oversight
Perform ad-hoc financial analyses to support executive decision-making, capital allocation, business planning, and emerging strategic priorities
Mentor junior team members by providing technical guidance, reviewing analyses, and fostering best practices while remaining actively engaged in hands-on analytical work
Qualifications
8+ years of progressive experience in FP&A, corporate finance, actuarial, valuation, insurance finance, or a related field
Prior experience within life insurance and annuity industry is strongly preferred, with a solid understanding of insurance financial statements, capital management, reserving, reinsurance, and financial forecasting
Excellent written and verbal communication skills, with the ability to translate complex financial and actuarial concepts into clear, concise, and actionable recommendations
Demonstrated ability to independently lead complex projects and deliver results with minimal direction
Strong financial modeling, forecasting, and analytical skills with exceptional attention to detail
Experience preparing executive presentations and communicating financial results and recommendations to senior leadership
Proven ability to manage multiple priorities simultaneously while delivering high quality work in a fast-paced, deadline-driven environment
Advanced proficiency in Microsoft Excel; experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is a plus
Proven ability to balance strategic thinking with a willingness to dive into detailed analysis and execution
Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related discipline; CFA, FSA, CPA, or MBA is a plus