Director of Financial Planning & Analysis

Overview The 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

Qualifications8+ 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…