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Head of Financial Planning and Analysis (Insurance Industry)

Coda Search│Staffing

Our Firm is partnering with a Investment Holding Company that is seeking senior-level, director of FP&A executive within the Property & Casualty insurance space to lead global financial planning, forecasting, and business performance strategy for a complex, multi-entity organization.

This individual will partner closely with executive leadership and the Board, driving budgeting, KPI analytics, operational performance, and long‑range strategic planning initiatives.

Head of FP&A / Strategic Finance – Confidential Search
Key Responsibilities:
  • Lead enterprise‑wide FP&A, budgeting, forecasting, and long‑range strategic planning initiatives
  • Partner with executive leadership and Board‑level stakeholders on financial performance and business strategy
  • Develop and enhance KPI reporting, analytics, and management reporting frameworks
  • Drive operational finance initiatives, process improvements, and financial transformation projects
  • Support capital initiatives, M&A activity, divestitures, and enterprise performance analysis
  • Oversee annual operating plans, rolling forecasts, and financial modeling across business units
  • Collaborate across finance, risk, and operations teams within a complex global organization
Desired Background:
  • 15+ years of progressive FP&A / finance leadership experience within Property & Casualty insurance
  • Experience within admitted and/or non‑admitted insurance environments strongly preferred
  • Strong executive presence with experience presenting to C‑suite and Board stakeholders
  • Proven success leading large‑scale strategic finance and operational improvement initiatives
  • Background operating within global, matrixed organizations and shared service environments
  • Strong analytical, reporting, and business partnering capabilities
  • Oracle ERP experience preferred
  • Highly visible leadership role with significant interaction across executive management
  • Entrepreneurial, solutions‑oriented mindset with strong change management capabilities
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Vacancy posted 2 days ago
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