Director, FP&A

A growing and well-capitalized Life & Annuities insurance organization is seeking a Director of FP&A to join its finance leadership team. This individual will play a critical role supporting enterprise financial planning, forecasting, capital analysis, and strategic decision-making across a complex insurance platform with multiple operating entities and retirement-focused products.This position offers strong exposure to executive leadership and will partner closely with Accounting, Actuarial, Investments, Reinsurance, and Operations to drive financial performance, planning accuracy, and long-term strategic initiatives.What you'll be doingLead enterprise-wide budgeting, forecasting, and long-range planning processes across insurance operationsPartner with senior leadership to provide financial insights around profitability, capital utilization, and strategic growth initiativesSupport analysis of key insurance metrics including spread income, reserves, capital ratios, investment performance, and product profitabilityDevelop and enhance executive reporting packages, KPI dashboards, and board-level financial materialsWork closely with Actuarial and Investments teams on forecasting assumptions, asset/liability considerations, and earnings projectionsAnalyze financial results and drivers across Life & Annuity product lines and operating entitiesSupport enterprise capital planning and strategic finance initiativesDrive FP&A process improvement efforts, automation initiatives, and reporting enhancementsLead and mentor members of the FP&A team while helping build scalable finance processesWhat they're looking forBachelor's degree in Finance, Accounting, Economics, or related field8+ years of progressive FP&A, strategic finance, or corporate finance experienceStrong insurance industry experience required, ideally within Life Insurance and/or AnnuitiesDeep understanding of insurance financial drivers, forecasting methodologies, and capital management conceptsExperience partnering with executive leadership and presenting financial insights to senior stakeholdersStrong financial modeling and analytical skillsetPrior experience within a complex, multi-entity insurance environment preferredCPA, CFA, or MBA is a plusWhy this role stands outHighly visible role with direct interaction with executive leadershipOpportunity to influence enterprise-wide financial strategy and planningBroad exposure across Accounting, Investments, Actuarial, and OperationsGrowing insurance platform with significant momentum and investment in modernizationStrong long-term career growth potential within the organizationIf this sounds like it could be relevant, feel free to reach out for a confidential conversation.Dylan McGorisk dylan.mcgorisk@oliverjames.com