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Director of Financial Planning & Analysis

Job Summary

The Director of Financial Planning & Analysis is responsible for various finance, accounting, and reporting functions. This role will work with accounting to ensure month end financial reporting, while also working with the business to provide non-financial KPI reporting. The Director of FP&A will be responsible for developing and presenting reports for senior management that are accurate and timely. In addition, this position will assist the data analysts on the Product team.

Duties/Responsibilities

• Build and present internal monthly financial packets
• Own financial reporting to external customers and partners
• Manage non-financial reporting, including monthly KPIs across business segments
• Work with functional leads to establish annual budget and track actual performance relative to the budget
• Build and present dashboards using Excel, Tableau, and Pyramid
• Run monthly retail commissions reporting
• Analyze financial impact of reinsurance terms
• Work with project managers to track costs and benefits of core business initiatives
  
  

Required Skills/Abilities:

• Excellent Microsoft Excel skills
• Detail oriented with strong analytical and problem-solving skills.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to establish rapport, credibility, trust, and positive relationships with all departments.
• Proficient in effectively planning and prioritizing work activities.
• Ability to work with technology platforms, including Microsoft Office Suite.
• Strong understanding of insurance products, policies, and services.
  
  

Required Education And Experience

• Bachelor’s Degree in Finance, Accounting, or other business related area
• 10+ years of experience working in FP&A
• 5+ years’ Property and Casualty insurance experience
• 5+ years’ of experience with reinsurance
  
  

Preferred Requirements:

• Charted Financial Analyst or MBA
• Advanced knowledge of Microsoft Excel (ie Pivot Tables, Vlookups)
• Tableau Experience
• Python experience
  
  

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
  
  

Salary: Starting at $160,000 annually. Candidate's skills, experience and abilities will be taken into consideration for final offer.

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