Director of Financial Planning and Analysis

Embark on a Journey That Makes a Difference.

At Redion, every day is an opportunity to help people explore the world with confidence. We’re not just in the business of protection—we’re in the business of adventure and peace of mind. Whether it’s a backpacker trekking through the Andes, a family cruising the Mediterranean, or a solo traveler chasing the Northern Lights, we’re there to ensure their journey is safe and supported. From assisting with emergency medical claims to guiding customers through trip disruptions or ID theft, your work helps turn travel challenges into stories of resilience.

Set Sail on a Career Path to Success.

Our teams value curiosity and collaboration while priding ourselves on fostering a welcoming and inclusive atmosphere for our employees. Elevate your journey through our internal programs, including:

• Diversity, Equity, and Inclusion (DEI) Committee
• Career pathing and Individual Development Plans
• Internal training and intern opportunities
• Women in Business Mentorship Program
• Employee awards and recognition
• Education and professional development assistance program

Passport to Perks Includes:

• Generous Employer contribution for health, dental, and vision insurance
• Paid Maternity and Paternity Leave
• Scholarship Program for Employee Dependents
• Company match on 401k
• Employee Assistance Program (EAP)
• Company paid short-term and long-term disability insurance
• Company paid life insurance
• Voluntary Pet Insurance
• Voluntary Legal Benefit
• Discounts on travel insurance
• Time off policies including vacation days, sick days, personal days, holidays and volunteer days (VTO)

Your Role on the Expedition:

The Director, FP&A will report to and work closely with the EANA Chief Financial Officer (CFO), to run the FP&A department. The role will interface directly with a variety of groups including Accounting, Treasury, Accounts Payable and Actuarial/Underwriting area and the GMMI and IDT FP&A business, plus support EANA CFO in developing partnership with LOBs commercial areas (critical to a good forecast of results).

Chart Your Course:

• The Director, FP&A must have strong leadership, management, technology, analytical, strategic planning, and communication skills to be a part of the financial management team.
• Coordinate and prepare forecasts and budgets throughout the US group. This includes, but is not limited to, preparation of financial outlooks and forecasts (maintains and reviews budgeting and forecasting models).
• Ensure adherence to budgetary reporting requirements by preparing variance analysis of the quarterly forecast and compare actual results vs. forecast and budget. Proactively identify opportunities for improvement.
• Lead and assist in financial analysis, support CFO on special projects such as modeling/KPIs, and evaluation to keep the business on track to meet its financial goals.
• Collaborate with all department managers to develop a robust budgeting process but also Cost Benefit Analysis (CBA) and/or initiatives with a five-year business plans impact view.
• Optimize the FP&A function, including the creation of automated and scalable processes, reporting and systems.
• Develop and maintain effective relationships with business partners, senior leaders, and cross functional teams at all levels of the organization to drive effective business decision making impacts.
• Update and maintain standard cost system (GEX Workstream), partnering with Accounts Payable, Procurement etc.
• Perform ad hoc projects assigned.

Your Ticket to Success:

Requirements:

• Proven Insurance FP&A experience in Insurance.
• 8+ years of audit/financial reporting experience in the Insurance Industry.
• 5+ years in Finance related field.
• 5+ years of team management.
• Strong knowledge of cost control, budgeting, accounting, and finance principles including Generally Accepted Accounting Principles.
• Strong analytical thinking and a detail-oriented mindset.
• Strong technical skills including IFRS 17 and US GAAP experience.
• Strong skills with managerial reporting (instead of statutory reporting).
• Strong skills with Power Point presentation and report creation (from excel cube base) are a must.
• Experience with multiple accounting and financial reporting systems.

Preferred:

• Public accounting (Big Four) and experience with multi-national publicly traded company is a plus.
• Proficient with IFRS and NAIC (Association Insurance Commissioners) requirements.
• National US GAAP and local US reporting requirements are a plus.

Education/Certifications:

Requirements:

• High School Diploma or Equivalent (GED) required.
• B.A. or B.S. degree in finance/economics/accounting.

Preferred:

• An advanced degree, such as a Master of Accounting/MAC, or Business Administration/MBA.

Position Coordinates:

This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 2-3 days a week and working from home 2-3 days a week.

Time for Take-off:

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime or working outside of regular business hours may be required according to business need.

One team. Every destination.

Redion is proudly part of the Europ Assistance Group, and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail, tour operator, cruise and lodging partners. Learn more here .
• Generali Global Assistance (GGA): The primary corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here .
• GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here .
• Iris, Powered by Generali: identity and digital protection solution. Learn more here .

Explore new horizons – apply today!

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here:

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.