Director, Financial Planning & Analysis

Director, Financial Planning & Analysis (FP&A)

The Director, Financial Planning & Analysis (FP&A) is responsible for leading financial planning, forecasting, analysis, and reporting activities in support of The Mutual Group's (TMG) Member institutions. This role provides strategic financial input to Member leadership, supporting Member-owned business strategy.

The Director, FP&A, partners closely with TMG Accounting, Treasury, Actuarial, IT and senior leaders at our Member institutions to deliver clear, timely, and insightful financial information that supports sustainable growth, disciplined cost management, equitable cost allocation, and long term value creation for TMG's Member institutions.

Work Arrangement:

• Employees who live within 30 miles of the TMG home office are expected to follow a hybrid or in-office schedule. The initial training period may require additional in-office days.

Accountabilities:

Financial Planning, Budgeting & Forecasting (Members)

• Lead the annual Member financial planning process, including production, expense, loss, cash and balance sheet planning, as well as quarterly reforecasts.
• Ensure financial plans appropriately balance operational investment, expense discipline, and Member value.

Member-Focused Financial Analysis & Reporting

• Oversee the preparation of Member-related financial reporting and analysis, including expense allocations, by-line financials, and drivers of Member earnings.
• Ensure transparency and consistency in cost allocation methodologies, in coordination with accounting and corporate actuarial.
• Translate complex financial results into clear, actionable insights for Members, leadership, and internal TMG stakeholders.

Strategic Decision Support

• Provide financial leadership and analytical support for Member-owned strategic initiatives, product and service offerings, operational improvements, and Member service enhancements.
• Conduct cost-benefit analyses, ROI assessments, and financial impact modeling (including expense vs. capitalization considerations) to support informed decision-making.
• Support due diligence and financial modeling related to Member related M&A activity, joint ventures, and other strategic growth opportunities.
• Provide insight on financial risks and opportunities arising from strategic initiatives.

Leadership & Cross-Functional Partnership

• Serve as a trusted financial advisor to Member executive leadership, TMG business unit leaders, and other Member-facing teams.
• Partner closely with Accounting to ensure alignment between FP&A outputs, statutory reporting, and underlying financial records.
• Collaborate with Corporate Actuarial on financial projections and Member-level financial insights.

Process Improvement & Finance Transformation

• Lead and support finance transformation initiatives, including enhancements to FP&A systems, business intelligence tools, reporting automation, and planning processes.
• Establish and improve financial governance, metrics, and analytical standards to strengthen decision-making and accountability.
• Continuously improve data quality, reporting efficiency, and analytical rigor.

External & Regulatory Support

• Assist in the preparation of Member-owned materials for rating agencies, regulators, auditors, and other external stakeholders, as applicable.
• Provide financial analysis and support for regulatory filings and Member communications as needed.
• All other duties as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA preferred.
• 8+ years of progressive experience in financial planning & analysis, accounting, or related disciplines.
• Strong working knowledge of statutory accounting principles; experience in P&C insurance or financial services strongly preferred.
• Demonstrated experience with financial modeling, management reporting and cost allocation methodologies.
• Proven ability to communicate complex financial concepts clearly to executive leadership and non-finance stakeholders.
• Public accounting and/or public company experience preferred.
• Member-first mindset
• Strategic thinking and analytical rigor
• Strong leadership, communication, and relationship management skills
• Strong presence with the ability to communicate complex financial matters to TMG and Member executives, regulators, and private equity partners.
• Highly analytical, disciplined, and results-oriented.
• High integrity, accountability, and attention to detail
• Ability to balance strategic priorities with execution excellence
• Demonstrated ability to lead, coach, and develop a high-performing team, fostering a culture of accountability, analytical rigor, and continuous improvement.
• Experience with finance systems, FP&A tools, and business intelligence platforms; prior finance transformation experience a plus.

Pay Range:

• $165,000 - $200,000 annual base salary depending on experience, qualifications, and geographic location

Benefits:

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance

Equal Opportunity Employer

The Mutual Group is an Equal Opportunity Employer. It is our policy to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

• Know Your Rights: Workplace Discrimination is Illegal
• Your Rights Under USERRA

Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact View email address on click.appcast.io.

Employment Verification

The Mutual Group participates in the E-Verify program and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You are protected from employment discrimination based on your citizenship status and national origin.

All offers of employment are contingent upon the successful completion of a background check.