Director of Financial Planning & Analysis; FP&A)

Founded in 1898
, Mutual of Enumclaw is a people‑first insurer rooted in community, recognized as Washington’s Best Company to Work For for the 14th consecutive year
, and proudly serving individuals, families, farms, and businesses through local independent agents across the West.

The Director of Financial Planning & Analysis (FP&A) at Mutual of Enumclaw is a unique leadership role reporting directly to the Mutual of Enumclaw Holding Company CFO, who leads the company’s financial management and its strategy to grow revenue and profit beyond traditional insurance underwriting operations. This FP&A director will lead all financial planning and analysis (FP&A) activities for the organization, managing two direct reports and partnering with Mutual of Enumclaw leadership to drive annual financial forecasting and planning.

This role will also help build the strategic planning roadmap, conduct industry research and analysis, and support Holding Company‑level planning including business case development and Board‑level presentations.

Location: Onsite - Seattle, WA (relocation assistance is available for qualified candidates.)

Hiring Range: $179,900 - $199,200*

Salary Range:$179,900 - $218,400

• Drive the annual financial forecasting and planning processes using key business drivers and lead the business plan development.
• Own monthly financial and operational review packages and processes, including variance analysis against plan and forecast; streamline, enhance, and standardize content to surface the most impactful metrics, trends, and key drivers, and recommend corrective actions.
• Support the AM Best annual review process, aiding in the financial analysis and content development.
• Prepare Board of Directors and executive materials, turning financial results, plans, and investment recommendations into clear, decision‑ready presentations.
• Evaluate and model new revenue and profit opportunities beyond traditional underwriting, including new ventures, partnerships, and acquisitions.
• Continuously improve and upgrade FP&A tools, data, and processes, including planning systems, automated reporting, and AI‑enabled workflows.
• Evaluate and prioritize strategic investments through rigorous financial analysis, including business case development, net present value (NPV), internal rate of return (IRR), and scenario modeling.
• Provide strategic FP&A support, including long‑range planning, capital and investment analysis, M&A due diligence, and interpretation of insurance‑specific metrics such as written and earned premium, loss, expense and combined ratios, and pre‑tax operating income (PTOI).
• Build and maintain financial models and spreadsheets to support planning, trend analysis, and scenario evaluation, including in support of Investment Management and Reinsurance strategy.
• Collaborate cross‑functionally with Product Management, Actuarial, HR, Claims, and IT on special projects and strategic initiatives.
• Perform other related duties as assigned.

Supervisory

• Director will have two Financial Analysts as direct reports with the opportunity to grow the team over time as the business expands.
• Lead, develop, and coach a team of two Financial Analysts, setting priorities, reviewing work product, and building the team’s modeling, insurance, and analytical capabilities as the function grows.

Required Skills/Abilities

• Strong Finance and Accounting acumen with working knowledge of financial statements (income statement, balance sheet, cash flow) and core financial principles with a strong desire to expand knowledge base and capabilities.
• Excellent analytical and problem‑solving skills with strong attention to detail.
• Excellent verbal and written communication skills, including the ability to…