Vice President, Head of Financial Planning & Analysis

Job Summary

Key leadership role supporting the organization’s growth and risk management by linking corporate strategy to financial planning, target setting, and operational execution. Partners with business area leadership teams to develop budgets, forecasts, and management reporting analysis for the business. Makes recommendations and provides decision-making support related to key business performance measurements. Key leader in the financial plan process and ownership of the 5-year financial plan.  Key partner in evaluation and execution of new business opportunities, including M&A activity.  

Principal Duties and Responsibilities

• Works with executive management to determine strategic objectives and identify opportunities to meet these goals.
• Integrates the plans of the insurance, reinsurance, and asset management businesses into a consolidated Nassau view and provides leadership to teams supporting financial planning and analysis.
• Aligns operational, financial, and strategic decisions; work with leadership team in determining the strategic direction of the organization
• Acts as a leader in achieving strategic as well as financial objectives and drives disciplined execution of the company’s strategic decisions.
• Aggregates, organizes, and interprets information that supports tactical and strategic decision making.
• Analyzes financial and operational data, draws conclusions, and presents recommendations on decisions and actions to senior leadership and the Board of Directors.
• Analyzes and reports on key drivers of business and company performance, including monthly and quarterly results and variance analysis, and delivers insightful discussion and analysis of the key elements and drivers of the business.
• Understands key metrics and leverages financial information to deliver required financial targets.
• Develops strong relationships with the business area to create a common view of the financial results and associated attribution analysis for senior management.
• Communicates financial results in preparation for financial updates with the Board and CEO; ensures excellence in analytics and drives continuous improvement
• Defines, designs, and implements financial models as needed to support planning and reporting.
• Performs what-if analysis as well as analyzes the financial impact of changes in business and new business opportunities.
• Key role supporting M&A and other strategic transactions, including evaluating businesses and their pro forma effect on Nassau’s business, and providing financial and business analytical support, including due diligence.
• Assists in preparation of presentation materials for important stakeholders – including the Board of Directors, regulators, investors, banks, and others as needs arise. 
• Performs other duties as assigned

Knowledge, Skills and Abilities

• BA Accounting/Finance or Actuarial required
• Advanced degree(s) or certification(s) - CPA, CFA, FSA or MBA - strongly preferred
• Knowledge of annuities, life insurance, insurance investments, and alternative investment strategies is required
• 15 years’ experience in a leadership role
• Experience with FP&A, management reporting, expense management and actuarial concepts
• Effective financial, strategic and executive leadership skills.
• Strong financial acumen and knowledge of insurance financials (GAAP and STAT).
• Knowledge of and experience with actuarial models and enterprise planning systems
• Capital planning experience
• Able to distill complex analysis and conclusions and present to executive management
• Able to understand complex models and challenge assumptions
• Excellent communication, organizational and analytical skills
• Experience leading in a dynamic organization
• Strong ability to deliver through influence

Compensation

Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent.  Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization.  The base salary for this position falls within Nassau’s salary band G:   depending upon experience.

Visit our Careers page and apply online at http://www.nfg.com/.

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $25.5 billion in assets under management, and 363,000 policies and contracts as of June 30, 2025.

As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.