Accounting and Finance - Head of FP&A

A growing and well-capitalized Life & Annuities insurance organization is seeking a Director of FP&A to join its finance leadership team. This individual will play a critical role supporting enterprise financial planning, forecasting, capital analysis, and strategic decision-making across a complex insurance platform with multiple operating entities and retirement-focused products.

This position offers strong exposure to executive leadership and will partner closely with Accounting, Actuarial, Investments, Reinsurance, and Operations to drive financial performance, planning accuracy, and long-term strategic initiatives.

Lead enterprise-wide budgeting, forecasting, and long-range planning processes across insurance operations
Partner with senior leadership to provide financial insights around profitability, capital utilization, and strategic growth initiatives
Support analysis of key insurance metrics including spread income, reserves, capital ratios, investment performance, and product profitability
Develop and enhance executive reporting packages, KPI dashboards, and board-level financial materials
Work closely with Actuarial and Investments teams on forecasting assumptions, asset/liability considerations, and earnings projections
Analyze financial results and drivers across Life & Annuity product lines and operating entities
Support enterprise capital planning and strategic finance initiatives
Drive FP&A process improvement efforts, automation initiatives, and reporting enhancements
Lead and mentor members of the FP&A team while helping build scalable finance processes
Bachelor's degree in Finance, Accounting, Economics, or related field

• 8+ years of progressive FP&A, strategic finance, or corporate finance experience
• Strong insurance industry experience required, ideally within Life Insurance and/or Annuities
• Deep understanding of insurance financial drivers, forecasting methodologies, and capital management concepts
• Experience partnering with executive leadership and presenting financial insights to senior stakeholders
• Strong financial modeling and analytical skillset
• CPA, CFA, or MBA is a plus

Opportunity to influence enterprise-wide financial strategy and planning
Broad exposure across Accounting, Investments, Actuarial, and Operations
Growing insurance platform with significant momentum and investment in modernization
If this sounds like it could be relevant, feel free to reach out for a confidential conversation.