FP&A Advise Senior Consultant

About the role

Insurance finance leaders today face disruption from artificial intelligence, market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions.

This role supports finance transformation efforts for life and annuity (L&A), property and casualty (P&C), specialty and reinsurance organizations by combining process improvement, data enhancement, and technology innovation to deliver timely, actionable insights across the enterprise.

Recruiting for this role ends on 12/24/26

Responsibilities

• Leading financial planning, forecasting, budgeting, and reporting transformation projects for insurance carriers' finance organizations
• Driving finance transformation initiatives across planning, analytics, management reporting, and decision support processes for L&A, P&C, specialty and reinsurance carriers
• Developing financial models, scenario analyses, and performance insights (including loss ratio, combined ratio, expense ratio, and reserve/premium trend analysis against external and macroeconomic impacts) to support strategic and operational decisions
• Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state finance processes and design scalable future-state solutions
• Supporting the implementation and adoption of data, automation, and artificial intelligence capabilities within FP&A processes
• Supporting alignment between statutory (NAIC), US GAAP, IFRS and capital (e.g., RBC, BSCR, etc.) reporting requirements within FP&A planning and forecasting processes
• Designing and facilitating client workshops (from preparation through execution) to drive design decisions and advance stakeholder thinking on future-state processes
• Managing work plans and timelines across multiple concurrent workstreams to drive deliverables to closure

Requirements

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Present to key internal and client stakeholders, including meeting facilitation activities
• Meticulous attention to detail and quality of work product
• Deep understanding of an insurance carrier income statement, balance sheet, liquidity and capital financial statements and analytics
• Deep understanding of insurance-specific financial concepts, including loss reserves, reinsurance ceding, premium recognition, and combined ratio
• Familiarity with regulatory reporting requirements of an insurance company, including NAIC statutory reporting and IFRS 17/LDTI
• Familiarity with actuarial concepts and terminology, and ability to collaborate effectively with actuarial teams
• SQL, Python, or Alteryx based data prep/automation
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams including project management activities (e.g., status tracking, RAID documentation, key design decisioning)
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

Qualifications

Required: Bachelor's degree in finance, accounting, economics, business administration, or a quantitative field

• 5+ years of experience in financial planning and analysis, corporate finance, finance transformation, or business finance
• 3+ years of experience within the insurance industry, ideally in FP&A, actuarial finance, capital management, investor relations or corporate finance
• 2+ years of experience building financial models, forecasts, budgets, and variance analyses
• 2+ years of experience with enterprise resource planning systems, enterprise performance management tools, or data visualization tools
• 2+ years of experience leading workstreams, project teams, or finance transformation initiatives
• Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred: Master of Business Administration (MBA) or master's degree in finance, accounting, economics, or analytics

• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA)
• Experience with Anaplan, Oracle Enterprise Performance Management (EPM), SAP Analytics Cloud, OneStream, Tableau, or Power BI
• Experience designing planning, forecasting, management reporting, or driver-based planning processes for insurance carriers
• Experience applying automation, advanced analytics, or artificial intelligence in finance workflows
• Experience with insurance-specific KPIs such as loss ratio, combined ratio, expense ratio, RBC ratio and persistency
• Experience in consulting or professional services environments supporting insurance industry finance organizations

Pay

A reasonable estimate of the current range is $116,200 to $229,100. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.