Vice President, FP&A | Insurance

Job Description

The Opportunity

A rapidly growing, multi-business organization is seeking a strategic, commercially minded finance executive to lead the financial operations and planning functions for a major business division.

Reporting directly to the Division President, this individual will serve as a key strategic partner to senior leadership, driving financial performance, supporting growth initiatives, and identifying opportunities to improve profitability and operational efficiency.

The ideal candidate is an active CPA with a strong accounting foundation and substantial FP&A experience, combining technical financial expertise with the ability to translate data into actionable business strategies.

Position is hybrid in Charlotte, NC - must be willing to relocate if not already local (employer assistance provided).

Key Responsibilities

• Lead divisional financial strategy, accounting operations, financial reporting, budgeting, forecasting, and long-range planning.
• Serve as a trusted financial advisor to the Division President and senior leadership, providing insights into business performance, profitability, and growth opportunities.
• Oversee monthly financial reporting, consolidated financial statements, variance analysis, and executive-level financial presentations.
• Develop financial models, performance metrics, compensation structures, and profitability analytics to support strategic decision-making.
• Evaluate revenue trends, operating expenses, business-unit performance, and key financial drivers to identify opportunities for improvement.
• Partner with operating leaders to optimize financial performance, resource allocation, and operational efficiency.
• Lead the annual budgeting process and ongoing forecasting, identifying potential performance gaps and recommending corrective actions.
• Support M&A due diligence, financial evaluations, and post-acquisition integration.
• Oversee month-end close, financial controls, audit coordination, and accounting processes across the division.
• Collaborate with HR and operational leadership on organizational planning, compensation, and business transitions.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting, Finance, or related discipline; MBA a plus.
• Significant progressive experience in accounting and finance leadership.
• Strong technical accounting and financial reporting expertise.
• Demonstrated FP&A experience, including budgeting, forecasting, financial modeling, and strategic analysis.
• Experience evaluating business performance, compensation models, revenue drivers, and operating profitability.
• Ability to partner with senior executives and influence business decisions through financial insights.
• Experience with M&A, due diligence, and integration initiatives preferred.
• Strong leadership, communication, analytical, and business partnership skills.

Compensation & Work Environment

• Base Salary: $225,000–$275,000.
• Annual Bonus: 20–30%.
• Equity: Significant equity participation with the potential for substantial long-term value creation.
• Location: Primarily office-based, with an expectation of 4–5 days onsite.

The organization values collaboration, accountability, and results while recognizing the importance of flexibility. There is considerable flexibility to accommodate personal and family commitments as life happens, with an emphasis on performance, accessibility, and meaningful engagement with the team.

This is an opportunity to join a growing organization in a highly visible leadership capacity, influence business strategy, and participate meaningfully in the long-term value being created.