Director of FP&A

Life Insurance & Annuities | Strategic Finance | Executive Visibility

An established life insurance and reinsurance group is looking to appoint a Director of FP&A to support enterprise-wide financial planning, capital management, and strategic decision-making.

This is a highly visible, hands-on role working closely with the CFO, Treasurer, and senior leadership team. The position offers exposure to complex transactions, executive-level reporting, and strategic initiatives across U.S., Bermuda, and Cayman insurance entities.

The Role

• Lead financial analysis across business performance, profitability, capital allocation, and strategic growth initiatives.

• Build and enhance integrated three-statement financial models for forecasting, valuation, long-term planning, and capital management.

• Support enterprise-wide financial projections, translating financial, actuarial, investment, and capital data into actionable insights.

• Prepare executive presentations, board materials, and financial reporting for senior leadership and external stakeholders.

• Partner with investments, actuarial, treasury, accounting, and corporate development on M&A, reinsurance transactions, and other strategic initiatives.

• Enhance FP&A reporting, data infrastructure, and automation, including opportunities to leverage Microsoft Fabric and Power BI.

• Independently lead complex, cross-functional projects while providing technical guidance to junior team members.

What We’re Looking For

• 8+ years of experience across FP&A, corporate finance, insurance finance, actuarial, valuation, or a related discipline.

• Life insurance and annuity industry experience, ideally with exposure to financial statements, capital management, reinsurance, and forecasting.

• Strong financial modeling, forecasting, and quantitative analysis skills, with advanced Excel proficiency.

• Experience presenting financial insights and recommendations to senior executives and other key stakeholders.

• Ability to operate independently, manage competing priorities, and deliver high-quality work in a fast-paced environment.

• Experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is advantageous.

• Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, or a related field. CFA, CPA, FSA, or MBA is a plus.