Head of Financial Planning & Analysis
Listed on 2026-07-10
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Finance & Banking
Financial Manager, CFO, Corporate Finance -
Management
Financial Manager, CFO
Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.
Job DescriptionBusiness Title(s): Head of Financial Planning & Analysis
Employment Type: Full-Time
FLSA Status: Exempt
Location: In-Office
SummaryReporting to the Chief Financial Officer, this leader will be responsible for all financial planning and analysis for the company, with an emphasis on both strategic and tactical direction. This executive will have overall senior management leadership and responsibility for the development of the global business performance and analysis framework and will work closely with the senior leadership team to drive operational excellence and to position the company for continued success.
This leader will transform the overarching company strategy into a long‑range plan with annual operating and capital budgets. They will develop an operational framework and process supporting internal, and Board‑level presentations, ensuring that a strong business performance monitoring process is established.
The Head of Financial Planning and Analysis will ensure high‑quality financial projections and forecasts, an integrated and well‑executed financial strategy, and the effective use of shared services/outsourcing by engaging a global mindset and a strong customer‑centric approach to the business.
This is a 100% in‑office position. Candidates must be able to work on‑site at a designated company office during standard business hours.
Develop,implementandmonitora high quality and sophisticated annual budget and rolling forecasts process, ensure all business unit budgets aresupportedand comprehensive, with sufficient detail on all financial assumptions.
Oversee the design and development of standard reports thatfacilitatea deep understanding of current period results,identify key businesstrendsand provide meaningful correlation analysis of KPIs for current and projected results. Additionally, ensure that all reporting requirements consistently meet the financial communication needs of investors, ratingagenciesand other external parties.
Working with appropriate finance, capital management, enterprise riskmanagementand the Argo executive management;identify opportunities to improve existing andestablishnew business processes, methods and technologies that will enhance overall business performance capabilities.
Provide education and training in key elements of financial planning and analysis to operations management, including on the design and implementation of reporting and analysis tools, project management, broad-based performance
Qualifications / Experience RequiredProven property/casualty executive with experience leading the strategic design of financial information of a global property and casualty insurance organization; specific industry experience may be on the admitted or non‑admitted side.
Strong finance,accounting and analytical background, with Oracle ERP experience prefer red.
Excellent communication at the senior leadership and executive‑Board level; proven leadership, interpersonal and analytical abilities, witha strong desireto make an impact on the business.
Direct experience working on large projects with capital investments, mergers and acquisitions, and business transfers anddivestitures.
Track recordof driving talent management to create a competitive advantage and of being a business enterprise manager who understands a matrix culture and theutilizationof shared serviceresources.
Strong blend of strategy and implementation.
Entrepreneurial/builder mindset; looks for continuous improvement opportunities.
Ability to lead and manage change; capable of migrating the current‑state financial planning and analysis process to meet future‑state requirements.
Ability to think conceptually and understand complex businessissues.
Strong financial acumen with the ability to understand andutilizeanalytics;a strong desireto make an impact on the organization.
Benefits and CompensationThe base salary…
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