Director, Finance FP&A

In this FP&A leadership role, you drive capital and regulatory reporting, forecasting, and management reporting. You will partner with Finance, Risk, Treasury, and other stakeholders to deliver accurate, well-controlled insights. You'll lead a team, shape processes, and enhance reporting quality and scalability. The role supports strategic decision-making and ensures strong governance. This is an opportunity to influence capital strategy in a mission-driven financial services company.

• Bonus eligible
• 401k match
• medical insurance
• pension plan
• tuition reimbursement
• paid time off

• Lead FP&A team responsible for capital and regulatory reporting deliverables and forecast coordination
• Oversee capital-related reporting packages for senior management and governance bodies
• Provide technical expertise in capital, statutory, and management reporting; serve as escalation point
• Collaborate with Finance, Actuarial, Risk, Treasury, Tax, Investments to align forecasts and reporting
• Drive cross-functional initiatives: process improvements, system implementations, changes to reporting/forecasting
• Interpret financial data to explain drivers, assess forecast changes, support leadership decisions
• Create clear communications for diverse audiences at strategic and operational levels
• Develop and coach team members, manage performance and succession planning
• Ensure work is performed in a strong control environment; own key reporting and forecasting processes
• Recommend and implement enhancements to reporting, efficiency, and technology across processes

• Bachelor's degree in accounting or finance, or equivalent experience
• 12 years of accounting/finance experience including 8 years of management
• Extensive knowledge of the business area (e.g., investments, premiums, corporate finance)
• Strong leadership and people management skills
• Excellent written and oral communication to diverse audiences
• Organizational and prioritization skills
• Advanced MS Office skills, Excel, and financial systems
• Preferred: CPA/advanced degree; life insurance and annuity knowledge; NAIC RBC and Bermuda regulatory reporting; Oracle ERP experience

• leadership
• communication
• prioritization
• Oracle ERP
• Excel
• MS Office