Job Description:
We are looking for an experienced finance leader to guide enterprise financial planning and deliver insight that supports strategic decision-making across the organization. This position will play a central role in shaping budgets, forecasts, and long-term plans while partnering with senior leaders to improve business performance. Based in Charlotte, North Carolina, this opportunity is ideal for someone who brings strong analytical depth, executive presence, and expertise within the insurance industry.
Responsibilities:
Direct company-wide planning cycles, including annual budgets, rolling forecasts, and longer-term financial outlooks, to support business priorities and growth objectives.
Advise executive leadership by turning financial results, market activity, and operational trends into clear recommendations for action.
Oversee the review and consolidation of financial performance, tracking outcomes against targets and highlighting key risks and opportunities.
Lead development of sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, and changing business conditions.
Partner with underwriting, operations, and other cross-functional leaders to provide financial guidance on major decisions and performance improvement efforts.
Establish and enhance reporting standards, governance practices, and planning frameworks that support accuracy, consistency, and compliance.
Build, coach, and develop a high-performing FP& A team while encouraging accountability, collaboration, and continuous improvement.
Support cash flow forecasting, month-end financial analysis, and management reporting to strengthen visibility into business performance.
Utilize planning and reporting tools, including Adaptive Planning and Workday Adaptive Planning, to improve forecasting quality and reporting effectiveness.
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.10+ years of progressive experience in financial planning and analysis, including leadership responsibility in a corporate or divisional environment.
Demonstrated success leading budgeting, forecasting, financial reporting, and performance analysis for complex organizations.
Strong background in financial modeling, variance analysis, and scenario planning, with the ability to connect results to business strategy.
Knowledge of corporate finance concepts and the key performance drivers relevant to insurance or commercial insurance operations.
Proven ability to influence senior stakeholders and communicate complex financial information in a practical, business-focused manner.
Advanced Excel skills and experience with enterprise planning platforms such as Adaptive Planning or Workday Adaptive Planning.
MBA, CPA, or CFA designation is preferred.
