Director, Financial Planning & Analysis

Experienced Director for Financial Planning & Analysis Team

Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We're proud to have been recognized as one of the best in the business:

• Named to Ward's 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024

About the Role

The Director, Financial Planning and Analysis leads management reporting and analysis across GAAP and Statutory (STAT) results, serving as the senior subject matter expert on the company's financial performance and results drivers. This role owns the production, analysis, and communication of financial results used by senior leadership, the Board, and external stakeholders, and partners closely with Financial Reporting, Actuarial, Investments, Treasury, and Investor Relations to explain complex transactions and results, respond to ad hoc requests, and translate financial outcomes into clear, decision-ready insights.

The Director, FP&A position reports to the Vice President, FP&A and can be based out of our home office in Topeka, Kansas, our Overland Park, KS or Des Moines, IA locations. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Own and lead management reporting and analysis for GAAP and STAT results, including quarterly and annual variance analysis and results commentary.
• Lead the preparation of executive-ready materials explaining financial results, key drivers, and trends across GAAP and STAT bases for senior management and the Board.
• Serve as a key partner to Investor Relations in developing earnings materials and investor day content and providing responses to ad hoc investor and analyst requests.
• Drive analysis of complex or non-recurring transactions, translating technical accounting and actuarial outcomes into clear narratives for senior management.
• Partner with Financial Reporting, Actuarial, Investments, and Treasury to understand and explain GAAP-to-STAT differences and their impact on reported results.
• Support strategic and business decisions by providing financial analysis across GAAP and STAT frameworks.
• Lead forward-looking scenario planning and proactively surface strategic and financial implications ahead of leadership requests, rather than primarily explaining historical results.
• Monitor developments in GAAP and STAT reporting requirements, assessing and communicating potential impacts to the company.
• Present financial results, drivers, and forward-looking views to senior leadership and relevant management committees on a recurring basis.
• Proactively engage Actuarial, Investments, and Treasury to help shape cross-functional decisions and priorities, extending influence by reactive explanation of results.
• Drive continuous improvement of management reporting processes, models, and controls, including documentation, automation, and review procedures.
• Build and develop the team's talent pipeline, coaching high-performing analysts toward increasing ownership and supervisory responsibility, and structuring the team to support a future Manager/Senior layer as the function scales.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related quantitative field; advanced degree (MBA, MS) a plus.
• 10+ years of progressive experience in financial planning and analysis, accounting, or management reporting within insurance or financial services, including experience with both GAAP and STAT reporting.
• Direct, hands-on experience with management reporting, variance analysis, and results explanation across GAAP and STAT basis.
• Prior experience supporting Investor Relations, external reporting, or Board-level presentations strongly preferred.
• Demonstrated experience explaining complex transactions and translating technical results into executive-level narratives.
• 3+ years of direct people-leadership experience, with demonstrated ability to develop individual contributors into supervisory or management-track roles, preferred.
• Experience shaping forward-looking financial strategy and scenario planning, with the ability to influence enterprise-level decisions proactively rather than reactively.

Why Choose Security Benefit?

When you join our team, you're not just getting a paycheck — you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• Comprehensive medical, dental & vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We're excited to meet you!

Security Benefit is an Equal Opportunity Employer.