Head of FPA (New York)

Whitecap Search is representing a rapidly growing PE-backed insurance company seeking a leader for their Financial Planning & Analysis department. This role reports to the CFO and CEO and leads a skilled finance team. The position involves providing strategic and tactical direction for the company's financial planning and analysis.

Function

Reporting 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.

Responsibilities

• Transform the overarching company strategy into a long-range plan with annual operating and capital budgets.
• Develop an operational framework and process supporting internal, and Board-level presentations, ensuring that a strong business performance monitoring process is established.
• 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.
• Develop, implement and monitor a high quality and sophisticated annual budget and rolling forecasts process, ensure all business unit budgets are supported and comprehensive, with sufficient detail on all financial assumptions.
• Oversee the design and development of standard reports that facilitate a deep understanding of current period results, identify key business trends and provide meaningful correlation analysis of KPIs for current and projected results.
• Ensure that all reporting requirements consistently meet the financial communication needs of investors, rating agencies and other external parties.
• Work with appropriate finance, capital management, enterprise risk management and executive management to identify opportunities to improve existing and establish new 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.

Requirements

• 15 years of experience in the insurance industry and currently in a finance leadership role.
• Proven 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 preferred.
• Excellent communication at the senior leadership and executive-Board level; proven leadership, interpersonal and analytical abilities, with a strong desire to make an impact on the business.
• Direct experience working on large projects with capital investments, mergers and acquisitions, and business transfers and divestitures.
• Track record of driving talent management to create a competitive advantage and of being a business enterprise manager who understands a matrix culture and the utilization of shared service resources.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.