Director, Finance - Business Analysis & Control & FP&A Transformation)

About the role

Lead the FP&A team’s financial business analysis, performance management, and finance transformation activities. Deliver actionable insights across U.S. GAAP, statutory, capital, and management reporting, while advancing Finance processes, data strategy, reporting automation, and analytical capabilities. Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business leaders to execute Finance transformation priorities. Provide leadership in adopting modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to strengthen reporting efficiency, data governance, and decision support.

Responsibilities

• Analyze financial performance, trends, risks, and opportunities, and translate findings into actionable recommendations.
• Partner with business leaders to support strategic planning, resource allocation, and decision-making.
• Maintain effective financial controls, governance, and compliance processes.
• Identify and implement process, automation, and reporting improvements that increase accuracy, efficiency, and transparency.
• Oversee financial data quality, reporting tools, and analytical capabilities within FP&A.
• Lead Finance process engineering initiatives to simplify, standardize, and automate financial planning, forecasting, management reporting, and performance management processes.
• Audit end-to-end workflows to eliminate manual effort, strengthen controls, and improve the efficiency and scalability of Finance operations.
• Serve as a Finance leader on transformation programs, partnering with Technology, Data, Actuarial, and Operations to implement solutions that improve data quality, reporting, and decision support.
• Partner with data and technology teams to design and govern Finance data solutions, including cloud-based repositories, AWS data lake environments, and integrated reporting architectures.
• Guide the design and implementation of scalable financial data models that support consistent planning, forecasting, reporting, analytics, and performance management across Finance.
• Establish and enhance data governance, lineage, and quality standards to improve reporting reliability and decision-making.
• Lead the development of executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools.
• Translate complex financial and operational data into clear dashboards, scorecards, and performance metrics for senior leaders and business partners.
• Champion data visualization, automation, and advanced reporting solutions to expand business insight and shorten reporting cycle times.

Qualifications

• 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
• Effective communication, oral and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

• Demonstrated experience leading Finance process engineering, business transformation, or large-scale process improvement initiatives in a complex financial services environment.
• Experience designing and implementing finance data, planning, reporting, or analytics solutions using cloud-based technologies and integrated data architectures.
• Strong knowledge of finance data management, data governance, process optimization, reporting automation, and business intelligence.
• Proven ability to partner with technology teams to translate finance requirements into scalable data, reporting, and analytics solutions.
• Expertise in financial planning, forecasting, management reporting, variance analysis, and performance management.
• Ability to analyze complex financial and operational information and communicate clear, actionable insights to senior leaders and business partners.
• Strong relationship-management and influencing skills, with the ability to collaborate across Finance, Actuarial, Investments, Technology, Operations, and other business functions.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

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
• Compensation Benefits