Director, Financial Planning & Analysis

Job Description

The Director, Financial Planning & Analysis (FP&A) is responsible for leading financial planning, forecasting, analysis, and reporting activities in support of The Mutual Group’s (TMG) Member institutions. This role provides strategic financial input to Member leadership, supporting Member-owned business strategy.

Finance

• Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in‑office schedule. The initial training period may require additional in‑office days.

• Lead the annual Member financial planning process, including production, expense, loss, cash and balance sheet planning, as well as quarterly reforecasts.
• Ensure financial plans appropriately balance operational investment, expense discipline, and Member value.

• Oversee the preparation of Member-related financial reporting and analysis, including expense allocations, by‑line financials, and drivers of Member earnings.
• Ensure transparency and consistency in cost allocation methodologies, in coordination with accounting and corporate actuarial.
• Translate complex financial results into clear, actionable insights for Members, leadership, and internal TMG stakeholders.

• Provide financial leadership and analytical support for Member-owned strategic initiatives, product and service offerings, operational improvements, and Member service enhancements.
• Conduct cost‑benefit analyses, ROI assessments, and financial impact modeling (including expense vs. capitalization considerations) to support informed decision‑making.
• Support due diligence and financial modeling related to Member‑related M&A activity, joint ventures, and other strategic growth opportunities.
• Provide insight on financial risks and opportunities arising from strategic initiatives.

• Serve as a trusted financial advisor to Member executive leadership, TMG business unit leaders, and other Member‑facing teams.
• Partner closely with Accounting to ensure alignment between FP&A outputs, statutory reporting, and underlying financial records.
• Collaborate with Corporate Actuarial on financial projections and Member‑level financial insights.

• Lead and support finance transformation initiatives, including enhancements to FP&A systems, business intelligence tools, reporting automation, and planning processes.
• Establish and improve financial governance, metrics, and analytical standards to strengthen decision‑making and accountability.
• Continuously improve data quality, reporting efficiency, and analytical rigor.

• Assist in the preparation of Member‑owned materials for rating agencies, regulators, auditors, and other external stakeholders, as applicable.
• Provide financial analysis and support for regulatory filings and Member communications as needed.
• All other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA preferred.
• 8+ years of progressive experience in financial planning & analysis, accounting, or related disciplines.
• Strong working knowledge of statutory accounting principles; experience in P&C insurance or financial services strongly preferred.
• Demonstrated experience with financial modeling, management reporting and cost allocation methodologies.
• Proven ability to communicate complex financial concepts clearly to executive leadership and non‑finance stakeholders.
• Public accounting and/or public company experience preferred.
• Member‑first mindset
• Strategic thinking and analytical rigor
• Strong leadership, communication, and relationship management skills
• Strong presence with the ability to communicate complex financial matters to TMG and Member executives, regulators, and private equity partners.
• Highly analytical, disciplined, and results‑oriented.
• High integrity, accountability, and attention to detail
• Ability to balance strategic priorities with execution excellence
• Demonstrated ability to lead, coach, and develop a…