Head of Financial Planning & Analysis

Company

Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidiaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.

Job Description

Business Title(s): Head of Financial Planning & Analysis

Employment Type: Full-Time

FLSA Status: Exempt

Location: In-Office

Summary: Reporting to the Chief Financial Officer, this leader will be responsible for all financial planning and analysis for the company, with an emphasis on both strategic and tactical direction. This executive will have overall senior management leadership and responsibility for the development of the global business performance and analysis framework and will work closely with the senior leadership team to drive operational excellence and to position the company for continued success. This leader will transform the overarching company strategy into a long‑range plan with annual operating and capital budgets. They will develop an operational framework and process supporting internal, and Board‑level presentations, ensuring that a strong business performance monitoring process is established. The Head of Financial Planning and Analysis will ensure high quality financial projections and forecasts, an integrated and well‑executed financial strategy, and the effective use of shared services/outsourcing by engaging a global mindset and a strong customer‑centric approach to the business. This is a 100% in‑office position. Candidates must be able to work on‑site at a designated company office during standard business hours.

Essential Responsibilities

• Develop, implement and monitor a high quality and sophisticated annual budget and rolling forecasts process, ensuring all business unit budgets are supported and comprehensive, with sufficient detail on all financial assumptions.
• Oversee the design and development of standard reports that facilitate a deep understanding of current period results, identify key business trends and provide meaningful correlation analysis of KPIs for current and projected results. Additionally, ensure that all reporting requirements consistently meet the financial communication needs of investors, rating agencies and other external parties.
• Working with appropriate finance, capital management, enterprise risk management and the Argo executive management; identify opportunities to improve existing and establish new business processes, methods and technologies that will enhance overall business performance capabilities.
• Provide education and training in key elements of financial planning and analysis to operations management, including on the design and implementation of reporting and analysis tools, project management, broad‑based performance.

Qualifications / Experience Required

• Proven property/casualty executive with experience leading the strategic design of financial information of a global property and casualty insurance organization; specific industry experience may be on the admitted or non‑admitted side.
• Strong finance, accounting and analytical background, with Oracle ERP experience preferred.
• Excellent communication at the senior leadership and executive‑Board level; proven leadership, interpersonal and analytical abilities, with a strong desire to make an impact on the business.
• Direct experience working on large projects with capital investments, mergers and acquisitions, and business transfers and divestitures.
• Track record of driving talent management to create a competitive advantage and of being a business enterprise manager who understands a matrix culture and the utilization of shared service resources.
• An undergraduate degree.
• Strong blend of strategy and implementation.
• Entrepreneurial/builder mindset; looks for continuous improvement opportunities.
• Ability to lead and manage change; capable of migrating the current‑state financial planning and analysis process to meet future‑state requirements.
• Excellent communication skills.
• Ability to think conceptually and understand complex business issues.
• Strong financial acumen with the ability to understand and utilize analytics; a strong desire to make an impact on the organization.

Base salary range: Chicago and New York City – $259.8k – $320k. The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.

Please Note

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at View phone number on click.appcast.io.

Notice To Recruitment Agencies

Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions.

Equal Opportunity Employer

We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical), including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics.

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Benefits And Compensation

We offer a competitive compensation package, performance‑based incentives, and a comprehensive benefits program—including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.