Key Responsibilities:
- Lead the enterprise financial planning process across annual plan, quarterly forecast, and monthly outlook cycles
- Own and drive the annual budget process across all divisions and budget centers
- Coordinate cross-functional inputs into a single, aligned financial plan and forecast
- Deliver consolidated financial reporting and analysis for senior leadership
- Translate business drivers into financial outcomes, including profitability and capital considerations
- Establish and enforce planning assumptions, timelines, and standards across the organization
- Serve as a key finance partner to business leaders, supporting performance management and decision-making
- Identify and resolve inconsistencies across inputs to ensure a single, trusted financial view
- Lead and develop a team of FP&A analysts, setting expectations for quality, timeliness, and accountability
- Continuously improve planning processes, tools, and reporting capabilities
Qualifications:
- 5–8+ years of experience in FP&A, corporate finance, or related field
- Experience leading or mentoring a team
- Strong financial modeling and analytical capabilities
- Experience working cross-functionally with senior stakeholders
- Insurance or financial services experience preferred
Skills and Capabilities:
- Strong understanding of financial statements and business drivers
- Ability to synthesize complex information into clear, actionable insights
- Effective communication skills, with the ability to translate financial concepts into business terms
- Proven ability to manage competing priorities and meet deadlines
- Demonstrated ownership and accountability for outcomes
What Success Looks Like:
- A single, trusted financial plan and forecast used across the organization
- Disciplined and well-coordinated budget and planning processes
- Clear, decision-ready insights that support leadership actions
- A high-performing FP&A team delivering consistent, high-quality output
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