Director of Financial Planning & Analysis
Talcott Financial Group
Director, Financial Planning and AnalysisTalcott Financial Group* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $130 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.ResponsibilitiesLead complex financial analyses to evaluate business performance, profitability, capital deployment, and strategic initiatives, providing actionable insights to senior leadershipDevelop, maintain, and enhance integrated three-statement financial models supporting valuation, long-term planning, capital management, forecasting, and strategic decision-makingSupport the enterprise financial projections across US, Bermuda, and Cayman insurance entities, partnering cross-functionally to deliver accurate and timely outlooksPerform quantitative analysis of financial, actuarial, investment, and capital data to identify key business drivers, emerging trends, and risksPrepare executive-level presentations, board materials, and financial reporting for senior management, regulators, lenders, rating agencies, investors, and other external stakeholdersProduce management-view financial statements and executive reporting packages that provide meaningful insights into financial performance and capital positionPartner with corporate development, investments, actuarial, treasury, accounting, and business leaders to evaluate M&A opportunities, block/flow reinsurance, funding agreements, retail business, and other strategic growth initiativesSupport financial integration of new business into the company's forecasting, planning, reporting, and capital management processesManage and enhance financial data infrastructure, reporting, and analytics, within Microsoft Fabric, improving data quality, automation, scalability, and reporting efficiencyDrive process improvements across forecasting, reporting, and financial planning by identifying automation opportunities and implementing best practicesPresent analyses and recommendations directly to senior leadership, translating complex financial and actuarial concepts into concise, decision-ready insightsIndependently lead high-impact, cross functional projects from initial concept through implementation, exercising sound judgement and requiring minimal day-to-day oversightPerform ad-hoc financial analyses to support executive decision-making, capital allocation, business planning, and emerging strategic prioritiesMentor junior team members by providing technical guidance, reviewing analyses, and fostering best practices while remaining actively engaged in hands-on analytical workQualifications8+ years of progressive experience in FP&A, corporate finance, actuarial, valuation, insurance finance, or a related fieldPrior experience within life insurance and annuity industry is strongly preferred, with a solid understanding of insurance financial statements, capital management, reserving, reinsurance, and financial forecastingExcellent written and verbal communication skills, with the ability to translate complex financial and actuarial concepts into clear, concise, and actionable recommendationsDemonstrated ability to independently lead complex projects and deliver results with minimal directionStrong financial modeling, forecasting, and analytical skills with exceptional attention to detailExperience preparing executive presentations and communicating financial results and recommendations to senior leadershipProven ability to manage multiple priorities simultaneously while delivering high quality work in a fast-paced, deadline-driven environmentAdvanced proficiency in Microsoft Excel; experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is a plusProven ability to balance strategic thinking with a willingness to dive into detailed analysis and executionBachelor's degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related discipline; CFA, FSA, CPA, or MBA is a plusCompensation:This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott's total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives and recognition.*This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.**Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace.
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