Director, Finance FP&A

Responsibilities

• Lead a team within FP&A responsible for capital and regulatory reporting deliverables, forecast coordination, and related management reporting and analysis.
• Oversee preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, ensuring content is clear, accurate, complete, and decision-useful.
• Provide technical expertise on capital reporting, statutory reporting, management reporting, and forecast analysis; serve as a subject matter expert and escalation point for complex questions.
• Partner with business units, Financial Reporting, Actuarial, Risk, Treasury, Tax, Investments, and other FP&A teams to ensure reporting and forecasts are aligned, well supported, and integrated across the organization.
• Lead or participate in cross-functional initiatives, including process improvements, system implementations, and changes to reporting or forecasting processes.
• Review and interpret financial and capital data to evaluate results, explain key drivers, assess forecast changes, and support informed leadership decision-making.
• Create communications for complex messages to a variety of audiences at strategic and operational levels.
• Develop team talent through coaching, prioritization, feedback, and succession planning; coordinate performance reviews and evaluate overall team achievements.
• Ensure work is performed in a strong control environment; function as a process owner for key reporting, forecasting, or control processes.
• Recommend and lead implementation of changes to improve quality, efficiency, scalability, and use of technology across reporting and analysis processes.

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
• Able 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

Preferred Qualifications

• CPA/advanced degree
• Extensive knowledge of life insurance and annuity products, statutory reporting requirements, regulatory capital frameworks, management reporting, and financial analysis
• Knowledge of NAIC Risk Based Capital requirements and Bermuda regulatory reporting
• Experience with Oracle ERP, including planning and forecasting
• Experience preparing and presenting financial, capital, or regulatory reporting analysis for senior leadership or governance audiences

Working Conditions

Hybrid (In Office: Tuesdays, Wednesday, Thursdays)

Salary

The Salary for this position generally ranges between $159,000 - $200,000 annually.