Director, FP&A

A growing and well-capitalized Life & Annuities insurance organization is seeking a Director of FP&A to join its finance leadership team. This individual will play a critical role supporting enterprise financial planning, forecasting, capital analysis, and strategic decision-making across a complex insurance platform with multiple operating entities and retirement-focused products. This position offers strong exposure to executive leadership and will partner closely with Accounting, Actuarial, Investments, Reinsurance, and Operations to drive financial performance, planning accuracy, and long-term strategic initiatives. What you'll be doing Lead enterprise-wide budgeting, forecasting, and long-range planning processes across insurance operations Partner with senior leadership to provide financial insights around profitability, capital utilization, and strategic growth initiatives Support analysis of key insurance metrics including spread income, reserves, capital ratios, investment performance, and product profitability Develop and enhance executive reporting packages, KPI dashboards, and board-level financial materials Work closely with Actuarial and Investments teams on forecasting assumptions, asset/liability considerations, and earnings projections Analyze financial results and drivers across Life & Annuity product lines and operating entities Support enterprise capital planning and strategic finance initiatives Drive FP&A process improvement efforts, automation initiatives, and reporting enhancements Lead and mentor members of the FP&A team while helping build scalable finance processes What they're looking for Bachelor's degree in Finance, Accounting, Economics, or related field 8+ years of progressive FP&A, strategic finance, or corporate finance experience Strong insurance industry experience required, ideally within Life Insurance and/or Annuities Deep understanding of insurance financial drivers, forecasting methodologies, and capital management concepts Experience partnering with executive leadership and presenting financial insights to senior stakeholders Strong financial modeling and analytical skillset Prior experience within a complex, multi-entity insurance environment preferred CPA, CFA, or MBA is a plus Why this role stands out Highly visible role with direct interaction with executive leadership Opportunity to influence enterprise-wide financial strategy and planning Broad exposure across Accounting, Investments, Actuarial, and Operations Growing insurance platform with significant momentum and investment in modernization Strong long-term career growth potential within the organization #J-18808-Ljbffr Oliver James Associates Ltd.