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Director of Financial Planning and Analysis

Envision Staffing Solutions

We are partnered with a NYC based Insurance company to recruit a Director of Financial & Capital Planning. Working closely with the CFO and senior leadership, this is a highly visible role to improve the organizations finance visibility, and support the capital allocation decisions. The ideal candidate will bring a strong background in financial modeling, capital planning, and strategic analysis while helping build scalable processes, reporting tools, and infrastructure to support the continued growth of the business. Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA and/or CPA preferred. 5+ years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Financial Modeling, Investment Banking, Private Equity, Asset Management, Insurance, or other Financial Services environments. Extensive experience developing complex financial models, including capital planning, balance sheet forecasting, scenario analysis, and strategic modeling. We are seeking someone who is proficient in: building financial models to support capital allocation, capital sourcing, balance sheet optimization and other strategic initiatives leading the development and maintenance of corporate forecasting, long-range financial planning, capital planning, and balance sheet models. analyzing financial performance, capital deployment, and business initiatives to identify key trends, risks, opportunities, and performance drivers. overseeing forecasting and reforecasting processes, ensuring model accuracy, integrity, and alignment with key business assumptions. preparing executive-level financial reporting, including actual-to-plan analysis, variance reporting, forecasting updates, and strategic recommendations for the CFO and senior leadership. partnering cross-functionally with accounting, finance, and business leaders to ensure alignment between financial reporting and planning activities. evaluating recommend, and implement financial systems and reporting tools to improve data integrity, reporting automation, and scalability. establishing best practices, processes, and infrastructure as the financial planning and analysis function continues to evolve. Preferred Skills Experience with Python, financial modeling/programming tools, advanced proficiency in Excel and Power BI #J-18808-Ljbffr

Vacancy posted 17 hours ago
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