What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Best Doctors Insurance Services Llc?
OVERALL PURPOSE OF JOB:
The Director of Financial Planning & Analysis plays a key role in steering the organization to optimal results, driving decision making analyses that provide insights into the performance of the companies’ multiple dimensions. The position supports multiple stakeholders ranging from each functional department, to our executive team, and our Board of Directors. As Director of FP&A, you will report to the CFO, and lead our financial planning and analysis function, ensuring we optimally manage our resources. You will lead all financial modeling, forecasting and internal reporting efforts to ensure we’re able to develop a financial narrative for the business that is both insightful and efficient.
KEY DUTIES & RESPONSIBILITIES:
- Lead the short and long-term financial planning process and partner with corporate and functional leaders to shape business priorities and develop financial plans to execute against those priorities.
- Drive a comprehensive and efficient process for planning and analysis that aligns with strategy.
- Develop and monitor the company’s annual budget and monthly forecasts. Develop forecast models and then drive towards achievement of those forecasts, in partnership with various other functional and corporate teams on a monthly, quarterly and annual basis.
- Prepare and monitor the company’s long-range strategic planning models. Elevate strategic issues early and drive to resolution.
- Lead and develop a highly functioning team to generate executive level financial presentations for the Board of Directors and members of Executive Leadership Team
- Prepare analyses and reviews of monthly forecasts and annual budgets.
- Direct the execution of various strategic and business analyses collaborating with finance colleagues.
- Proactively identifies inconsistencies in consolidated financial data and initiates corrective action.
- Manage, train and develop team concerning executive level presentations, quality, accuracy and timeliness.
- Cultivate and nurture relationships across the Enterprise.
- Plays key role in direction-setting for the firm's consolidated management information tool that the company is currently implementing.
- Maintain confidentiality of information and materials.
KEY DUTIES & RESPONSIBILITIES
KEY DUTIES & RESPONSIBILITIES
KEY DUTIES & RESPONSIBILITIES
OTHER REQUIREMENTS:
- 10-year experience in Finance or equivalent field, preferably leading FP&A activities within the insurance industry with an understanding of regulatory and rating agency constraints.
- Bachelor's degree in finance, economics or similar; MBA preferred.
- Experience in a global, multi-subsidiary insurance organization a plus.
- Excellent analytical, financial modeling, leadership and interpersonal skills
- Functional knowledge of financial reporting and accounting with strong attention to detail.
- Executive presence and ability to have insightful discussions with senior leadership.
- Excellent written and oral communication skills - the ability to convey complex financial information succinctly and accurately.
- Strong organization, planning and time management skills and the ability to multi-task.
- Flexibility and the ability to adapt to change in a dynamic environment.
- Self-motivated and able to navigate large and complex organization.