Sr. Director, Financial Planning & Analysis

Please note that we do not offer visa sponsorship for this position.

This role is a key strategic partner to senior leadership, responsible for transforming complex financial data into clear, actionable insights that drive enterprise decision-making. The Senior Director will lead efforts to understand business performance at a granular level—including profitability by product—and translate results into compelling narratives that influence corporate strategy, capital allocation, and organizational priorities.

• →Translate Financial Results into Insightful Narratives
  Analyze and synthesize complex financial results into clear, concise, and actionable insights for executive leadership. Communicate key drivers of performance in a way that is accessible to both financial and non-financial stakeholders.
• →Drive Product-Level Profitability Analysis
  Develop a deep understanding of profitability across products, channels, and segments. Identify trends, risks, and opportunities, and provide recommendations to optimize financial performance and strategic positioning.
• →Lead Strategic Financial Analysis & Decision Support
  Partner with senior management to provide forward-looking analysis that supports strategic planning, business initiatives, and long-term value creation. Influence decisions through data-driven insights and thoughtful financial perspectives.
• →Enhance Forecasting & Performance Management
  Support the development of advanced forecasting capabilities, including improved statutory forecasting and variance analysis. Continuously refine methodologies to increase accuracy and business relevance.
• →Own Financial Reporting & Variance Analysis
  Oversee the preparation, analysis, and presentation of quarterly statutory results. Deliver meaningful variance analysis (actual vs. expected) that highlights key business drivers and informs leadership actions.
• →Build Analytical Tools & Data Infrastructure
  Lead the development of scalable analytical tools, dashboards, and databases that enable deeper insights and more efficient reporting. Promote a data-driven culture across the organization.
• →Lead and Influence Across the Organization
  Serve as a thought leader within FP&A, leading the team and influencing cross-functional teams. Drive alignment around key financial insights and strategic priorities.

• 8+ years of experience in financial services
• Bachelor’s degree in business, Finance, Economics, Mathematics, Statistics, or related field
• Significant experience within Life Insurance & Annuities industry required
• Proven ability to translate complex financial data into clear business insights and recommendations
• Strong understanding of financial statements, with the ability to analyze performance at a detailed/product level
• Experience influencing senior leaders and contributing to strategic decision-making
• Advanced analytical and problem-solving skills, with proficiency in Excel and data tools
• Demonstrated ability to lead complex projects and deliver results in a fast-paced environment
• Excellent communication and storytelling skills, with the ability to simplify complexity
• CPA, CFA, or MBA preferred