Director of Financial Planning & Analysis – Life Insurance

The Role: Lead financial analysis across business performance, profitability, capital allocation, and strategic growth initiatives. Build and enhance integrated three-statement financial models for forecasting, valuation, long-term planning, and capital management. Support enterprise-wide financial projections, translating financial, actuarial, investment, and capital data into actionable insights. Prepare executive presentations, board materials, and financial reporting for senior leadership and external stakeholders. Partner with investments, actuarial, treasury, accounting, and corporate development on M&A, reinsurance transactions, and other strategic initiatives. Enhance FP&A reporting, data infrastructure, and automation, including opportunities to leverage Microsoft Fabric and Power BI. Independently lead complex, cross-functional projects while providing technical guidance to junior team members.

What We're Looking For: 8+ years of experience across FP&A, corporate finance, insurance finance, actuarial, valuation, or a related discipline. Life insurance and annuity industry experience, ideally with exposure to financial statements, capital management, reinsurance, and forecasting. Strong financial modeling, forecasting, and quantitative analysis skills, with advanced Excel proficiency. Experience presenting financial insights and recommendations to senior executives and other key stakeholders. Ability to operate independently, manage competing priorities, and deliver high-quality work in a fast-paced environment. Experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is advantageous. Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, or a related field. CFA, CPA, FSA, or MBA is a plus.