Sr. Director, Financial Planning & Analysis

Key Responsibilities

• Translate Financial Results into Insightful Narratives
• Analyze and synthesize complex financial results into clear, concise, and actionable insights for executive leadership.
• Communicate key drivers of performance in a way that is accessible to both financial and non-financial stakeholders.
• Drive Product-Level Profitability Analysis
• Develop a deep understanding of profitability across products, channels, and segments.
• Identify trends, risks, and opportunities, and provide recommendations to optimize financial performance and strategic positioning.
• Lead Strategic Financial Analysis & Decision Support
• Partner with senior management to provide forward-looking analysis that supports strategic planning, business initiatives, and long-term value creation.
• Influence decisions through data-driven insights and thoughtful financial perspectives.
• Enhance Forecasting & Performance Management
• Support the development of advanced forecasting capabilities, including improved statutory forecasting and variance analysis.
• Continuously refine methodologies to increase accuracy and business relevance.
• Own Financial Reporting & Variance Analysis
• Oversee the preparation, analysis, and presentation of quarterly statutory results.
• Deliver meaningful variance analysis (actual vs. expected) that highlights key business drivers and informs leadership actions.
• Build Analytical Tools & Data Infrastructure
• Lead the development of scalable analytical tools, dashboards, and databases that enable deeper insights and more efficient reporting.
• Promote a data-driven culture across the organization.
• Lead and Influence Across the Organization
• Serve as a thought leader within FP&A, leading the team and influencing cross-functional teams.
• Drive alignment around key financial insights and strategic priorities.

Qualifications & Experience

• 8+ years of experience in financial services
• Bachelor’s degree in business, Finance, Economics, Mathematics, Statistics, or related field
• Significant experience within Life Insurance & Annuities industry required
• Proven ability to translate complex financial data into clear business insights and recommendations
• Strong understanding of financial statements, with the ability to analyze performance at a detailed/product level
• Experience influencing senior leaders and contributing to strategic decision-making
• Advanced analytical and problem-solving skills, with proficiency in Excel and data tools
• Demonstrated ability to lead complex projects and deliver results in a fast-paced environment
• Excellent communication and storytelling skills, with the ability to simplify complexity
• CPA, CFA, or MBA preferred

AI Proficiency Expectations

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

Pay Range

$151,875 - $222,750 USD

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National Life Group
1 National Life Dr
Montpelier, VT 05604