Investment FP&A Lead - Portfolio Insights for Insurance
James Oliver
A growing insurance platform is seeking an FP&A Manager to oversee forecasting and budgeting tied to the investment portfolio. The ideal candidate will have over 5 years of experience in investment analytics and possess strong understanding of financial markets and insurance accounting concepts. This high-visibility role emphasizes the translation of investment performance to actionable insights for senior leadership. Advanced Excel and financial modeling skills are essential, alongside familiarity with analytical tools like Power BI. #J-18808-Ljbffr Oliver James
$84.63k - $112.84k
...us today. The Role As a Lead Finance Analyst – Global Partner... ...stakeholders to deliver insights that inform key business decisions... ...work will directly influence investment decisions, operational priorities... ...in financial analysis, FP&A, or a related strategic finance...SuggestedFull timeTemporary workRemote work$152.83k - $175.6k
...nation’s largest non-medical carrier of group insurance, where your work will impact over 55,000... ...need us most. Key Responsibilities Lead solution design and development of cross... ...business processes and capture key insights. Elicit, analyze, and document functional...SuggestedTemporary workWork at officeLocal area3 days per week$70k
...a garden style community and lead our Leasing and Maintenance team... ...employees are our greatest investment. We make people our priority... ...to: Employer Provided Medical Insurance Options Excellent culture... ...Opportunity to live onsite within portfolio with our employee discount...SuggestedSummer holidayLive inImmediate start$155.19k - $263.06k
...business with AI + Data + CRM. Leading with our core values, we help... .... Salesforce is hiring a Portfolio Leader to directly manage and... ...rollouts, turning raw field insights from high‑stakes deployments... ...parental leave, life and disability insurance, 401(k), and an employee...SuggestedImmediate start- ...for CCB’s Auto and Business Banking lending portfolios. You will oversee the entire modeling lifecycle and translate insights into actionable strategies. The ideal candidate... ...field and have extensive experience in leading teams to enhance credit and risk management....Suggested
- GovCIO is hiring a Portfolio Integration Lead in Raleigh, NC, to support the VA Health Data Systems Office. This role involves managing a unified... ...task orders, synthesizing performance data, and providing insights for senior leadership. The ideal candidate needs extensive...Work at officeFlexible hours
- A leading insurance technology firm is seeking a Manager of Investment Reporting in Durham, NC. In this hybrid role, you will lead a team in managing the monthly investment close and reporting process, ensuring accuracy and efficiency. The ideal candidate will possess...
$104k - $143k
...confidence. We're looking for a Lead Content Designer to drive... ...ambiguity, uses research and insights to guide decisions, and drives... ...systems and content standards ~ Portfolio demonstrating ability to... ...and long-term disability, life insurance and many other opportunities....Full timeTemporary workWork at officeRemote workWork from homeHome office$115k - $150k
...audit execution and providing advice and insights through strategic advisory engagements. Collaborating... ...plans for data and AI governance areas. Lead and support audits, including planning,... .../prescription drug and vision, dental insurance, and no‑cost short‑and‑long‑term...Temporary workWork at officeLocal area3 days per week- ...Panera Catering Lead At Panera, our people come first. If you're looking for a place where you can grow, feel supported, be yourself... ...for full-time team members Medical, dental, vision, life insurance, pet insurance & 401(k) with match available Career...Full timeLocal areaFlexible hoursShift workNight shift
- ...planning, partnering with local finance teams to deploy robust FP&A processes and tools. The position requires 10+ years in progressive... ...preferably MBA. You will drive consolidation activities, KPI development, and support investment opportunities, #J-18808-Ljbffr TeleflexLocal area
$249.97k - $388.13k
...Executive Director, Global Value Evidence Lead, is a strategic leader responsible for... ...evidence strategy across the company’s portfolio. This senior leader will provide strategic... ..., short-term and long-term disability insurance, tuition reimbursement, student loan assistance...Temporary workLocal areaFlexible hours$168.92k - $214.24k
...CaptivateIQ. We are currently looking for a Lead Product Manager in North Carolina (USA)... ...leveraging advanced analytics and AI/ML insights. This position offers high visibility with... ...planning software Familiarity with BPM, FP&A, or GTM planning tools (e.g., Anaplan, Pigment...Remote workFlexible hours$160k - $220k
...energy research firm based in Washington DC is looking for a Global Energy Research & Analysis Lead to drive analysis of energy trends. This role focuses on market insights, policy development, and stakeholder engagement to shape the future of energy in North America....- ...Summary: This position is responsible for leading the identification, prioritization, and... ...decision‑making through actionable insights and increasing efficiency by reducing manual... ...prioritization, competitive response, and portfolio decisions. Increase Efficiency & Speed...Full time
$111k - $180k
...Opportunity MetLife is seeking a highly skilled and forward-thinking Lead Mainframe CICS/MQ Site Reliability Engineer to join our dynamic... ...g., IBM Certified System Architect, TOGAF). Experience in the insurance or financial services industry. Location Expectation: This is...Temporary workWork at officeLocal areaWorldwide3 days per week$248k - $340k
...transformation initiatives. Lead assessments of finance organizations... .... Advise clients on FP&A maturity, performance management... ...and executive‑level investment decisions. Lead finance technology... ...discounted home, auto, and pet insurance. Slalom is committed to fair...Temporary workLocal area- ClinLab Solutions Group in Raleigh, NC seeks a PMO Lead to oversee multiple projects, ensuring timely delivery, budget adherence, and... ...a controlled environment. You will guide project teams, manage portfolios, and report to senior leadership. Responsibilities include...
$160k - $220k
Hitachi Energy is seeking a Global Energy Research & Analysis Lead for North America to analyze national energy trends, particularly... ...leadership, tracking policy developments, and providing strategic insights to shape the energy landscape. The ideal candidate will have at...$92.5k - $110k
...seeking a PM Associate Director to support Financial Advisors in developing investment strategies based on client goals. You will handle asset allocation recommendations and manage client portfolios effectively. The ideal candidate has over 10 years of relevant experience...- ...making across Finance. Key responsibilities include the delivery of reporting strategies, product ownership, and leading process improvements. Candidates should have over 13 years of experience in FP&A and excellent communication skills. #J-18808-Ljbffr The Clorox Company
$70k - $75k
Kensington is seeking a Procurement Manager, Villas to lead the growth of its global villa portfolio within the Ultraluxe ecosystem. This strategic role involves building and managing supplier relationships, defining sourcing strategies, and ensuring competitive positioning...- ...customer engagement and product performance. Responsibilities include leading complex projects, defining metrics, sourcing and analyzing data... ...Strong problem-solving skills and effective communication are essential to convey insights to senior leadership. #J-18808-Ljbffr 慨正橡扯
- A biotechnology company in Morrisville, North Carolina, seeks a Payor Analytics Manager to generate insights on payer coverage and access for successful commercialization of therapies. This role requires 4-8+ years of experience in payer analytics, advanced Excel proficiency...
- Akkodis is looking for a highly experienced Senior Product & Portfolio Delivery Manager to oversee the planning, execution, and delivery of software products. This role demands strong leadership skills and a deep understanding of Agile methodologies, ensuring alignment...
- Dormont Manufacturing Co in North Carolina is seeking a Manager for Client Analytics to lead a team in delivering impactful analytics and insights that drive business strategy. The role emphasizes translating complex data into actionable narratives while collaborating...
- A financial institution based in Raleigh, NC is seeking a Portfolio Manager to manage investment accounts and coordinate strategies for clients. The role includes analyzing market trends, constructing diverse portfolios, and ensuring compliance with regulatory standards...
$170k - $230k
...We are seeking a strategic and poised Executive Communications Lead to drive executive positioning for NetApp’s President, who leads... ...a comprehensive benefits package. This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off, various...Temporary workWork at officeLocal areaWorldwide- The Clorox Company is seeking an Embedded Insights Lead in Durham, North Carolina. This critical role focuses on leading consumer and market intelligence for the GLAD Business Unit, driving business growth through insightful recommendations. The ideal candidate should have...
- ...and forecasts. The ideal candidate has experience in financial modeling and marketing ROI measurement, and will provide actionable insights to senior leaders. Responsibilities include variance analysis, scenario modeling, and stakeholder engagement. #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment FP&A Lead - Portfolio Insights for Insurance. Be the first to apply!
- investment accountant Morrisville, NC
- investment writer Morrisville, NC
- investment operations Morrisville, NC
- investment Morrisville, NC
- investment intern (private equity) Morrisville, NC
- investment sales Morrisville, NC
- infrastructure investment Morrisville, NC
- fp&a Morrisville, NC
- financial planning and analysis Morrisville, NC
- insurance customer service advisor Morrisville, NC


