VP, Financial Planning & Analysis
Aspida · Durham, NC · 3 mo ago
FinanceFull-time
About the role
This role is critical to shaping Aspida’s financial strategy, supporting executive decision-making, and driving operational excellence across the organization.
Responsibilities
- Mentor and develop a high-performing FP&A team, fostering a culture of accountability and innovation
- Collaborate with Controllership, Treasury, and Strategy teams to ensure alignment and transparency in financial operations
- Oversee monthly and quarterly financial reporting, including variance analysis and executive dashboards
- Monitor the achievement of business performance, highlighting risks and opportunities and assist in formulating plans to address these
- Point person for Rating Agencies, including annual ratings process and quarterly updates
- Own process for developing financial presentations and present financial insights and recommendations to the executive team and board of directors
- Responsible for all internal financial communication across the Aspida Group (e.g. results presentations, Town Hall meetings, etc.)
- Partner with senior leadership to evaluate strategic initiatives, capital deployment, and investment decisions
- Lead the development of annual budgets, long-range financial plans, and rolling forecasts across all business units, including required capital
- Oversee capital management function to drive efficient use and cost of capital
- Provide financial modeling and scenario analysis to support M&A, product launches, and market expansion
- Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy, efficiency, and insight
- Drive expense management disciplines and achieving expense targets
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Minimum of 10 years of progressive experience in life/annuity insurance FP&A (or related finance function), with at least 5 years in a management/leadership role
- Proven track record of strategic financial leadership in a high-growth or insurance/financial services environment
- Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, Adaptive Insights)
- Strong communication and presentation skills, with the ability to influence senior stakeholders
- Experience working with cross-functional teams and managing complex projects
- Collaborative approach based on the ability to listen and value others’ opinions