Sr. Director, Financial Planning & Analysis

Please note that we do not offer visa sponsorship for this position.

This role is a key strategic partner to senior leadership, responsible for transforming complex financial data into clear, actionable insights that drive enterprise decision‑making. The Senior Director will lead efforts to understand business performance at a granular level—including profitability by product—and translate results into compelling narratives that influence corporate strategy, capital allocation, and organizational priorities.

Key Responsibilities

• Translate Financial Results into Insightful Narratives
  Analyze and synthesize complex financial results into clear, concise, and actionable insights for executive leadership. Communicate key drivers of performance in a way that is accessible to both financial and non‑financial stakeholders.
• Drive Product‑Level Profitability Analysis
  Develop a deep understanding of profitability across products, channels, and segments. Identify trends, risks, and opportunities, and provide recommendations to optimize financial performance and strategic positioning.
• Lead Strategic Financial Analysis & Decision Support
  Partner with senior management to provide forward‑looking analysis that supports strategic planning, business initiatives, and long‑term value creation. Influence decisions through data‑driven insights and thoughtful financial perspectives.
• Enhance Forecasting & Performance Management
  Support the development of advanced forecasting capabilities, including improved statutory forecasting and variance analysis. Continuously refine methodologies to increase accuracy and business relevance.
• Own Financial Reporting & Variance Analysis
  Oversee the preparation, analysis, and presentation of quarterly statutory results. Deliver meaningful variance analysis (actual vs. expected) that highlights key business drivers and informs leadership actions.
• Build Analytical Tools & Data Infrastructure
  Lead the development of scalable analytical tools, dashboards, and databases that enable deeper insights and more efficient reporting. Promote a data‑driven culture across the organization.
• Lead and Influence Across the Organization
  Serve as a thought leader within FP&A, leading the team and influencing cross‑functional teams. Drive alignment around key financial insights and strategic priorities.

Qualifications & Experience

• 8+ years of experience in financial services
• Bachelor’s degree in business, Finance, Economics, Mathematics, Statistics, or related field
• Significant experience within Life Insurance & Annuities industry required
• Proven ability to translate complex financial data into clear business insights and recommendations
• Strong understanding of financial statements, with the ability to analyze performance at a detailed/product level
• Experience influencing senior leaders and contributing to strategic decision‑making
• Advanced analytical and problem‑solving skills, with proficiency in Excel and data tools
• Demonstrated ability to lead complex projects and deliver results in a fast‑paced environment
• Excellent communication and storytelling skills, with the ability to simplify complexity
• CPA, CFA, or MBA preferred

Benefits

• Your benefits start day one and are flexible and customizable to you and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

Compensation

Base Pay Range: $151,875 — $222,750 USD

Additional Compensation and Benefits: The total compensation package may include medical, financial, and other benefits such as 401(k) eligibility, paid time off, parental leave, and discretionary annual incentive programs. Salary may be adjusted at any time based on performance, market factors, or other circumstances.

National Life Group is accepting applications for this role on an ongoing basis and the role remains open until filled.