Senior Director of Financial Planning & Analysis

Job Description

Job Description

About the Role

We are seeking a strategic and analytical Senior Director of Financial Planning & Analysis (FP&A) to lead the execution of our budgeting, forecasting, and financial planning processes. Reporting to the CFO, this role partners closely with leaders across the organization to provide meaningful financial insights, support strategic decision-making, and ensure alignment between financial performance and business objectives.

This position also plays a key leadership role in developing finance talent by coaching and mentoring members of the FP&A team.

We offer a flexible hybrid work environment, allowing you to enjoy the best of both worlds with 3 days in the office and up to 2 days working remotely each week. This position is in Alexandria, VA

What You'll DoFinancial Planning & Forecasting

• Lead the execution of the annual budget and forecasting process under the direction of the CFO, including timelines, data gathering, analysis, review cycles, and final deliverables.
• Support the development of the company's annual business plan, budget, and long-term financial models through detailed analysis and forecasting.
• Partner with business leaders to establish annual budgets and monitor performance against financial targets.
• Build financial models and forecasts that support strategic and operational decision-making.

Strategic Analysis & Business Partnership

• Develop dashboards and performance reports that track key financial and operational metrics.
• Analyze trends, risks, and opportunities, providing actionable recommendations to leadership.
• Evaluate the financial impact of strategic initiatives and business investments.
• Collaborate with cross-functional teams to assess the costs and benefits of major business initiatives.
• Prepare and present analyses, forecasts, and recommendations to senior leadership and the Board.

Financial Reporting & Operational Support

• Prepare financial and operational reporting, including monthly KPI reporting and other management analyses.
• Support the preparation and review of monthly, quarterly, and annual financial statements as needed.
• Ensure analyses and reporting align with GAAP and STAT requirements.
• Provide backup support for the Controller or Assistant Controller when necessary.

Leadership & Development

• Train, coach, and develop finance team members.
• Foster a culture of accountability, continuous improvement, and data-driven decision-making.
• Guide and mentor the Director of Financial Analysis while helping strengthen overall FP&A capabilities.

The Ideal CandidateRequired Qualifications

• Bachelor's degree in accounting, Finance, or a related field.
• 10+ years of progressive financial planning and analysis experience.
• Proven experience leading budgeting, forecasting, and financial modeling initiatives.
• Prior experience leading, coaching, and developing finance professionals.
• Advanced Excel skills, including Pivot Tables, VLOOKUPs, SUMIF functions, and complex financial modeling.

Preferred Qualifications

• CPA designation.
• 5+ years of experience within the insurance industry.
• Experience with INFOR General Ledger systems.
• Experience with Prophix financial planning and reporting software.

Knowledge, Skills & Abilities

• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to translate complex financial data into meaningful business insights.
• Strong project management and organizational skills with the ability to manage multiple priorities and deadlines.
• Demonstrated ownership mentality and commitment to delivering high-quality work.
• Excellent communication and presentation skills, with the ability to influence and collaborate at all levels of the organization.
• Ability to build strong partnerships across departments and support executive decision-making.

About Armed Forces Benefit Association (AFBA) and 5Star Life

In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve and to solving their unique problems remains core to everything we do. Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of all who serve today, including active duty, National Guard, and first responders. Providing protection to those who go in harm’s way, we ensure survivor and other benefits are available to all who serve, defend, and protect our great nation, no matter what. 5Star Life Insurance Company was founded in service and carry that mission today by committing to serve those who serve, from underwriting benefits for military and first responder families to providing coverage to the employees that keep our communities running. Our commitment to our communities – rather than the bottom line- drives our business.

Benefits we offer:

• health insurance (medical, dental, and vision)
• flexible spending accounts (medical and dependent care)
• 401k plan with generous employer match
• paid time off
• paid holidays (12)
• life insurance
• short- and long-term disability insurance
• employee assistance program
• professional development & tuition reimbursement
• career growth opportunities
• on-site gym and locker rooms (Alexandria, VA office only)
• friendly, collaborative culture

Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply. As an equal opportunity workplace, we are committed to creating an inclusive environment for all employees. AFBA and 5Star Life Insurance Company endeavors to make reasonable accommodations to the known physical or mental limitations of qualified applicants with a disability unless the accommodation would impose an undue hardship on the operation of our business. If an applicant believes they require such assistance to complete the application or to participate in an interview, or has any questions or concerns, they should contact Human Resources (View email address on ziprecruiter.com). EEO is the Law (Link to external DOL site). AFBA and 5Star Life Insurance Company is an Equal Opportunity Employer and an E-Verify Employer.