What are the responsibilities and job description for the Director, FP&A position at Oliver James?
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.
- Lead enterprise-wide budgeting, forecasting, and long-range planning processes across insurance operations
- Partner with senior leadership to provide financial insights around profitability, capital utilization, and strategic growth initiatives
- Support analysis of key insurance metrics including spread income, reserves, capital ratios, investment performance, and product profitability
- Develop and enhance executive reporting packages, KPI dashboards, and board-level financial materials
- Work closely with Actuarial and Investments teams on forecasting assumptions, asset/liability considerations, and earnings projections
- Analyze financial results and drivers across Life & Annuity product lines and operating entities
- Support enterprise capital planning and strategic finance initiatives
- Drive FP&A process improvement efforts, automation initiatives, and reporting enhancements
- Lead and mentor members of the FP&A team while helping build scalable finance processes
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 8 years of progressive FP&A, strategic finance, or corporate finance experience
- Strong insurance industry experience required, ideally within Life Insurance and/or Annuities
- Deep understanding of insurance financial drivers, forecasting methodologies, and capital management concepts
- Experience partnering with executive leadership and presenting financial insights to senior stakeholders
- Strong financial modeling and analytical skillset
- Prior experience within a complex, multi-entity insurance environment preferred
- CPA, CFA, or MBA is a plus
- Highly visible role with direct interaction with executive leadership
- Opportunity to influence enterprise-wide financial strategy and planning
- Broad exposure across Accounting, Investments, Actuarial, and Operations
- Growing insurance platform with significant momentum and investment in modernization
- Strong long-term career growth potential within the organization
If this sounds like it could be relevant, feel free to reach out for a confidential conversation.
Dylan McGorisk
dylan.mcgorisk@oliverjames.com