Director, Financial Planning & Analysis

We're Looking for an experienced Director to join our Financial Planning & Analysis team!

Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

• Named to Ward’s 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

The Director, Financial Planning and Analysis leads management reporting and analysis across GAAP and Statutory (STAT) results, serving as the senior subject matter expert on the company's financial performance and results drivers. This role owns the production, analysis, and communication of financial results used by senior leadership, the Board, and external stakeholders, and partners closely with Financial Reporting, Actuarial, Investments, Treasury, and Investor Relations to explain complex transactions and results, respond to ad hoc requests, and translate financial outcomes into clear, decision-ready insights.

The Director, FP&A position reports to the Vice President, FP&A and can be based out of our home office in Topeka, Kansas, our Overland Park, KS or Des Moines, IA locations. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Own and lead management reporting and analysis for GAAP and STAT results, including quarterly and annual variance analysis and results commentary.
• Lead the preparation of executive-ready materials explaining financial results, key drivers, and trends across GAAP and STAT bases for senior management and the Board.
• Serve as a key partner to Investor Relations in developing earnings materials and investor day content and providing responses to ad hoc investor and analyst requests.
• Drive analysis of complex or non-recurring transactions, translating technical accounting and actuarial outcomes into clear narratives for senior management.
• Partner with Financial Reporting, Actuarial, Investments, and Treasury to understand and explain GAAP-to-STAT differences and their impact on reported results.
• Support strategic and business decisions by providing financial analysis across GAAP and STAT frameworks.
• Lead forward-looking scenario planning and proactively surface strategic and financial implications ahead of leadership requests, rather than primarily explaining historical results.
• Monitor developments in GAAP and STAT reporting requirements, assessing and communicating potential impacts to the company.
• Present financial results, drivers, and forward-looking views to senior leadership and relevant management committees on a recurring basis.
• Proactively engage Actuarial, Investments, and Treasury to help shape cross-functional decisions and priorities, extending influence by reactive explanation of results.
• Drive continuous improvement of management reporting processes, models, and controls, including documentation, automation, and review procedures.
  
  Build and develop the team’s talent pipeline, coaching high-performing analysts toward increasing ownership and supervisory responsibility, and structuring the team to support a future Manager/Senior layer as the function scales.

• Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related quantitative field; advanced degree (MBA, MS) a plus.
• 10+ years of progressive experience in financial planning and analysis, accounting, or management reporting within insurance or financial services, including experience with both GAAP and STAT reporting.
• Direct, hands-on experience with management reporting, variance analysis, and results explanation across GAAP and STAT basis.
• Prior experience supporting Investor Relations, external reporting, or Board-level presentations strongly preferred.
• Demonstrated experience explaining complex transactions…