Strategic FP&A Director - Forecasting & Capital Leader

We're partnering with a highly respected financial services organization seeking a Director of FP&A to lead income statement forecasting, legal entity projections, and cross-functional financial planning initiatives and make an immediate impact.

You'll influence enterprise-wide financial strategy, help shape capital and forecasting decisions, and serve as a trusted business partner to senior leadership

$200-$250K Total Comp (base + annual bonus)

This is a highly visible leadership role where you'll work alongside Capital, Tax, Accounting, Treasury, Actuarial, and Executive Finance leaders to influence critical business decisions.

Responsibilities:

• Lead income statement and legal entity forecasting across a complex financial services organization.

• Drive financial projections supporting capital planning, tax forecasting, and strategic decision-making.

• Analyze forecast assumptions, run rates, emerging trends, and actual-to-forecast performance.

• Partner with Accounting, Treasury, Tax, Capital, and Actuarial teams to ensure consistency across financial projections.

• Identify key risks, opportunities, and business drivers while presenting actionable insights to senior leadership.

• Strengthen forecasting processes, governance, and financial controls.

• Lead and mentor a Senior Financial Analyst while helping elevate the FP&A function.

Qualifications:

✔8+ years of progressive experience in FP&A, actuarial, accounting, consulting, or strategic finance.

✔ Strong knowledge of statutory reporting, legal entity forecasting and capital planning

✔ Experience with in asset-intensive financial services environments.

✔ Strong analytical skills with the ability to translate complex financial data into executive-level insights.

✔ A collaborative leadership style with experience partnering across Finance, Tax, Treasury, Accounting, Capital, and Actuarial teams.

✔ CPA, CFA, ASA/FSA, MBA, or other advanced credentials are highly valued.