Director, Finance

We need to output HTML fragment with sections: About the role? Actually we have sections: About Us, Who We Are, What We Do, Job Description Summary, Responsibilities, Qualifications, Preferred Qualifications, Working Conditions, Salary, What We Offer (Benefits), Inclusion & Diversity, Giving Back, Parent Company etc. But we must only include sections when posting has real, specific content. Also we must use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The instruction says: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to those headings where appropriate. Not repeat job title. Not include Job ID etc. Remove boilerplate like cookie/navigation/legal/EEO etc. Also remove application instructions. Also remove duplicated lines. We need to preserve all substantive information. So we need to include content about the role: summary, responsibilities, qualifications, preferred qualifications, working conditions (hybrid schedule), salary range, benefits (list), maybe inclusion & diversity? The instruction says we can include sections only when posting has real specific content. It lists possible headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should use those headings. "About the role" could contain summary and maybe about us? But "About the role" likely corresponds to Job Description Summary. "Responsibilities" for responsibilities list. "Requirements" maybe for qualifications (required). "Qualifications" maybe for preferred qualifications? But they said Qualifications as a heading; maybe we can combine required and preferred under Qualifications? However they also have Skills heading. Could separate required qualifications vs preferred qualifications vs skills. But we need to follow instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create sections for those that have content. We have: - About the role: Job Description Summary paragraph. - Responsibilities: list of responsibilities (many bullet points). Use

• . - Requirements: maybe the required qualifications (Bachelor’s degree, 12 years experience, etc). Use
  • . - Qualifications: maybe preferred qualifications? Or we could treat Qualifications as preferred qualifications. But they also have Skills heading; we could put technical skills under Skills. - Skills: maybe list of skills like MS Office, Excel, financial business systems, Power BI, etc. Could be under Skills. - Benefits: list of benefits from "What We Offer": Competitive Pay, Bonus for Eligible Employees, Benefits Package, Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Employee Discounts, Career Training & Development Opportunities, Health and Work/Life Balance Benefits: Paid Time Off starting at 160 hours annually, Ten (10) paid holidays per year, Be Well Company holistic wellness program, Parental Leave – fifteen (15) days of paid parental leave per calendar year, Adoption Assistance, Employee Assistance Program, Back-Up Care Program, PTO for Volunteer Hours, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program, Referral Bonus Programs. - Pay: Salary range $159,000 - $211,000 annually, plus mention of annual bonus discretionary. - Schedule: Working Conditions: Hybrid (In Office: Tuesdays, Wednesdays, Thursdays). Could also mention remote? Not needed. We should not include sections like "About Us", "Who We Are", "What We Do", "Inclusion & Diversity", "Giving Back", "Parent Company" as they are not in the allowed headings list? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections. It also says "IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we can include other headings if they have content, but the instruction gave examples. Safer to stick to those headings. Thus we will output:

    About the role

    Job Description Summary paragraph.

    Responsibilities

    • ...

    Requirements

    • Bachelor’s degree in accounting or finance, or equivalent experience
    • 12 years of accounting/finance experience including eight years of management experience
    • Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
    • Strong leadership and people management skills
    • Ability to effectively communicate, orally and in writing, to diverse audiences
    • Organizational and prioritization skills
    • Advanced computer skills in MS Office, Excel and financial business systems

    Qualifications

    Preferred qualifications:

    • CPA, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field.
    • Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives.
    • Demonstrated ability to work across finance, actuarial, technology, and business functions to deliver data-driven solutions.
    • Experience with financial data warehousing, data aggregation, and enterprise reporting environments.
    • Strong knowledge of business intelligence and reporting tools such as Power BI.
    • Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes.
    • Familiarity with cloud-based data environments such as AWS and enterprise planning platforms such as Oracle.
    • Experience working with complex, multi-source financial and operational data.
    • Exposure to AI-enabled analytics, data discovery, or reporting solutions.
    • Insurance, financial services, actuarial, or related industry experience preferred.
    • Experience partnering with geographically dispersed or international business teams.

    Skills

    Technical and functional skills include:

    • MS Office, Excel
    • Financial business systems
    • Power BI
    • Financial data warehousing, data aggregation, enterprise reporting
    • Cloud-based data environments (AWS)
    • Enterprise planning platforms (Oracle)
    • Business intelligence and reporting tools
    • Budgeting, forecasting, management reporting
    • Data-driven solution delivery across finance, actuarial, technology, business

    Benefits

    • Competitive Pay
    • Bonus for Eligible Employees (annual bonus based on Company Bonus Plan/Individual Performance)
    • Benefits Package including Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement
    • Disability Insurance
    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • Employee Discounts
    • Career Training & Development Opportunities
    • Paid Time Off starting at 160 hours annually for first year
    • Ten (10) paid holidays per year (mirroring NYSE holidays)
    • Be Well Company holistic wellness program (Wellness Coaching and Reward Dollars)
    • Parental Leave – fifteen (15) days of paid parental leave per calendar year (eligible after one year of service)
    • Adoption Assistance
    • Employee Assistance Program
    • Back-Up Care Program
    • PTO for Volunteer Hours
    • Employee Matching Gifts Program
    • Employee Resource Groups
    • Inclusion and Diversity Programs
    • Employee Recognition Program
    • Referral Bonus Programs

    Pay

    The salary for this position generally ranges between $159,000 - $211,000 annually. Actual starting pay is determined by qualifications, experience, geography, work location designation, and operational needs. Salary may vary above and below the stated amounts as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

    Schedule

    Hybrid work schedule: in‑office Tuesdays, Wednesdays, Thursdays.

    We must ensure we don't include any boilerplate like "Disclaimer: Beware of fake job offers!" etc. Also remove "What We Offer" heading as we turned into Benefits. Also remove "Inclusion & Diversity", "Giving Back", "Parent Company", "About Us", "Who We Are", "What We Do". Also remove "Working Conditions:" line we used for Schedule. Check for any duplicated lines: we have not repeated. Make sure we preserve all substantive information: Did we miss anything? The summary: "The Director of Financial Planning & Analysis provides accurate, timely, and decision-useful financial insight across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This leader also establishes modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services." That's included. Responsibilities list: we need to include all bullet points from the responsibilities section. Let's capture them: - Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability. - Lead enterprise FP&A activities that translate financial and operational performance into clear, actionable insights for senior leaders and business partners. - Partner with Finance, Technology, Actuarial, and business teams to identify, source, organize, and optimize financial and operational data for reporting and decision support. - Drive the development and maintenance of scalable data structures that support management reporting, executive dashboards, budgeting, forecasting, and strategic analysis. - Deliver accurate and timely analysis of US GAAP results, capital considerations, and operational KPIs, highlighting trends, risks, opportunities, and decision implications. - Establish and continuously improve modern finance platforms, reporting frameworks, data flows, and governance practices that strengthen transparency, consistency, and scalability. - Partner with leaders across business units to connect business drivers with financial outcomes and support coordinated planning. - Develop integrated forecasts, scenarios, and performance views that reflect the needs of our company. - Provide constructive challenge to assumptions, explain performance drivers, and frame alternatives in a balanced, fact-based manner. - Promote common definitions, controls, and quality standards for management information while partnering effectively with relevant accounting, capital, risk, data, and operational teams. - Communicate complex financial topics in accessible language tailored to varied executive, finance, and business audiences. - Collaborate with stakeholders across business units, including international operations, to support reporting, analytics, and evolving business needs. - Serve as a subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices. - Participate in budget planning and overall expense management. - Provide direction and mentorship to team members while fostering a culture of innovation, collaboration, and continuous improvement. - Serve as SOX process owner; understand processes and controls to ensure accuracy and completeness. - Oversee treatment of reporting errors and control deficiencies. - Serve as a point person for ad hoc requests,