FP&A Advise Senior Consultant

Position Summary Insurance finance leaders today face disruption from artificial intelligence, market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions. This role supports finance transformation efforts for life and annuity (L&A), property and casualty (P&C), specialty and reinsurance organizations by combining process improvement, data enhancement, and technology innovation to deliver timely, actionable insights across the enterprise. Recruiting for this role ends on 12/24/26 Work you'll do As an FP&A Senior Consultant within the Insurance Finance Transformation team, you will be responsible for:

• Leading financial planning, forecasting, budgeting, and reporting transformation projects for insurance carriers' finance organizations
• Driving finance transformation initiatives across planning, analytics, management reporting, and decision support processes for L&A, P&C, specialty and reinsurance carriers
• Developing financial models, scenario analyses, and performance insights (including loss ratio, combined ratio, expense ratio, and reserve/premium trend analysis against external and macroeconomic impacts) to support strategic and operational decisions
• Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state finance processes and design scalable future-state solutions
• Supporting the implementation and adoption of data, automation, and artificial intelligence capabilities within FP&A processes
• Supporting alignment between statutory (NAIC), US GAAP, IFRS and capital (e.g., RBC, BSCR, etc.) reporting requirements within FP&A planning and forecasting processes
• Designing and facilitating client workshops (from preparation through execution) to drive design decisions and advance stakeholder thinking on future-state processes
• Managing work plans and timelines across multiple concurrent workstreams to drive deliverables to closure

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Present to key internal and client stakeholders, including meeting facilitation activities
• Meticulous attention to detail and quality of work product
• Deep understanding of an insurance carrier income statement, balance sheet, liquidity and capital financial statements and analytics
• Deep understanding of insurance-specific financial concepts, including loss reserves, reinsurance ceding, premium recognition, and combined ratio
• Familiarity with regulatory reporting requirements of an insurance company, including NAIC statutory reporting and IFRS 17/LDTI
• Familiarity with actuarial concepts and terminology, and ability to collaborate effectively with actuarial teams
• SQL, Python, or Alteryx based data prep/automation
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams including project management activities (e.g., status tracking, RAID documentation, key design decisioning)
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The team Deloitte's Finance Transformation offering helps insurance finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, including IFRS 17, LDTI, and evolving statutory requirements, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. Within that offering, our Insurance Business Finance team helps insurance carriers drive strategic value through financial planning, forecasting, and analytics capabilities, with a focus on earnings improvement, expense management, and capital and reserve planning. By leveraging next-gen processes, scalable data platforms, and AI, our team delivers accurate, timely, and actionable insights to life, annuity, P&C, and reinsurance clients. Qualifications Required:

• Bachelor's degree in finance, accounting, economics, business administration, or a quantitative field
• 5+ years of experience in financial planning and analysis, corporate finance, finance transformation, or business finance
• 3+ years of experience within the insurance industry, ideally in FP&A, actuarial finance, capital management, investor relations or corporate finance
• 2+ years of experience building financial models, forecasts, budgets, and variance analyses
• 2+ years of experience with enterprise resource planning systems, enterprise performance management tools, or data visualization tools
• 2+ years of experience leading workstreams, project teams, or finance transformation initiatives
• Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.

Preferred:

• Master of Business Administration (MBA) or master's degree in finance, accounting, economics, or analytics
• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA)
• Experience with Anaplan, Oracle Enterprise Performance Management (EPM), SAP Analytics Cloud, OneStream, Tableau, or Power BI
• Experience designing planning, forecasting, management reporting, or driver-based planning processes for insurance carriers
• Experience applying automation, advanced analytics, or artificial intelligence in finance workflows
• Experience with insurance-specific KPIs such as loss ratio, combined ratio, expense ratio, RBC ratio and persistency
• Experience in consulting or professional services environments supporting insurance industry finance organizations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $116,200 to $229,100. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 361360 Job ID 361360 Strategy, Growth, and Transformation | Functional and Operational Strategy and TransformationSame job available in 19 locations