Director of Financial Planning & Analysis (FP&A)

Mutual Of Enumclaw Insurance Holding Company; Seattle (WA); In loco; USD 180.000 - 218.000; Tempo pieno

Vantaggi offerti da questo lavoro

Relocation assistance

Descrizione del lavoro

Mutual of Enumclaw Insurance Holding Company is seeking a Director of Financial Planning & Analysis to lead FP&A activities for the organization, reporting to the CFO. The role manages two direct reports and partners with leadership to drive annual forecasting, planning, and strategic initiatives.

The position will build a planning roadmap, conduct industry analyses, and support holding company planning including business case development and Board‑level presentations.

Competenze

• Strong finance and accounting acumen with knowledge of financial statements and core principles.
• Excellent analytical and problem‑solving skills with attention to detail.
• Excellent verbal and written communication, able to present financial information to non‑financial audiences.
• Ability to leverage AI tools to accelerate learning, improve efficiency, and automate processes.
• Advanced proficiency in Microsoft Excel and PowerPoint with strong financial modeling; experience with planning/BI tools is a plus.
• Familiarity with GAAP and statutory accounting concepts and applying them to expanding portfolios.
• Strong organizational and time‑management skills for multiple deadlines in a fast‑paced environment.
• Ability to work on‑site in Seattle four days per week.
• 5–10 years FP&A or corporate finance experience, incl. 2+ years of people leadership; P&C insurance/financial services preferred.
• Bachelor’s degree; MBA, CPA, or CFA preferred.

Mansioni

• Drive the annual financial forecasting and planning processes using key business drivers and lead the business plan development.
• Own monthly financial and operational review packages, including variance analysis against plan and forecast; streamline, enhance, and standardize content to surface impactful metrics and actions.
• Support AM Best annual review with financial analysis and content development.
• Prepare Board and executive materials, turning results and recommendations into clear, decision‑ready presentations.
• Evaluate and model new revenue and profit opportunities beyond traditional underwriting, including partnerships and acquisitions.
• Continuously improve FP&A tools, data, and processes, including planning systems and automated reporting.
• Assess investments using NPV, IRR, and scenario modeling; prioritize strategic investments.
• Provide strategic FP&A support including long‑range planning and due diligence; interpret insurance metrics.
• Build and maintain financial models for planning and trend analysis; support Investment Management and Reinsurance.
• Collaborate cross‑functionally on special projects with Product, Actuarial, HR, Claims, and IT.
• Perform other related duties as assigned.

Conoscenze

Financial analysis

Leadership

Communication

AI tools literacy

Time management

Formazione

Bachelor’s degree in Finance/Accounting

MBA/CPA/CFA preferred

Strumenti

Excel

PowerPoint

Adaptive Planning

Anaplan

Power BI

Descrizione del lavoro

Overview

Founded in 1898, Mutual of Enumclaw is a people‑first insurer rooted in community, recognized as Washington’s Best Company to Work For for the 14th consecutive year, and proudly serving individuals, families, farms, and businesses through local independent agents across the West.

The Director of Financial Planning & Analysis (FP&A) at Mutual of Enumclaw is a unique leadership role reporting directly to the Mutual of Enumclaw Holding Company CFO, who leads the company’s financial management and its strategy to grow revenue and profit beyond traditional insurance underwriting operations. This FP&A director will lead all financial planning and analysis (FP&A) activities for the organization, managing two direct reports and partnering with Mutual of Enumclaw leadership to drive annual financial forecasting and planning. This role will also help build the strategic planning roadmap, conduct industry research and analysis, and support Holding Company‑level planning including business case development and Board‑level presentations.

Location: Onsite - Seattle, WA (relocation assistance is available for qualified candidates.)

Hiring Range: $179,900 - $199,200*

Salary Range:$179,900 - $218,400

Responsibilities

• Drive the annual financial forecasting and planning processes using key business drivers and lead the business plan development.
• Own monthly financial and operational review packages and processes, including variance analysis against plan and forecast; streamline, enhance, and standardize content to surface the most impactful metrics, trends, and key drivers, and recommend corrective actions.
• Support the AM Best annual review process, aiding in the financial analysis and content development.
• Prepare Board of Directors and executive materials, turning financial results, plans, and investment recommendations into clear, decision‑ready presentations.
• Evaluate and model new revenue and profit opportunities beyond traditional underwriting, including new ventures, partnerships, and acquisitions.
• Continuously improve and upgrade FP&A tools, data, and processes, including planning systems, automated reporting, and AI‑enabled workflows.
• Evaluate and prioritize strategic investments through rigorous financial analysis, including business case development, net present value (NPV), internal rate of return (IRR), and scenario modeling.
• Provide strategic FP&A support, including long‑range planning, capital and investment analysis, M&A due diligence, and interpretation of insurance‑specific metrics such as written and earned premium, loss, expense and combined ratios, and pre‑tax operating income (PTOI).
• Build and maintain financial models and spreadsheets to support planning, trend analysis, and scenario evaluation, including in support of Investment Management and Reinsurance strategy.
• Collaborate cross‑functionally with Product Management, Actuarial, HR, Claims, and IT on special projects and strategic initiatives.
• Perform other related duties as assigned.

Supervisory

• Director will have two Financial Analysts as direct reports with the opportunity to grow the team over time as the business expands.
• Lead, develop, and coach a team of two Financial Analysts, setting priorities, reviewing work product, and building the team’s modeling, insurance, and analytical capabilities as the function grows.

Qualifications

Required Skills/Abilities

• Strong Finance and Accounting acumen with working knowledge of financial statements (income statement, balance sheet, cash flow) and core financial principles with a strong desire to expand knowledge base and capabilities.
• Excellent analytical and problem‑solving skills with strong attention to detail.
• Excellent verbal and written communication skills, including the ability to present financial information to non‑financial audiences.
• Ability to leverage AI tools (e.g., Claude, Copilot) to accelerate learning, improve efficiency, and automate processes.
• Advanced proficiency in Microsoft Excel and PowerPoint with strong financial modeling skills; experience with planning and BI tools (e.g., Adaptive Planning, Anaplan, Power BI) a plus.
• Familiarity with GAAP and statutory (SAP) accounting concepts and ability to apply accounting principles to an expanding business portfolio.
• Strong organizational and time‑management skills with the ability to manage multiple deadlines in a fast‑paced environment.
• Comfort collaborating across time zones and cultures with onshore and offshore team members.
• Self‑motivated with a continuous‑learning mindset and the adaptability to shift priorities as business needs evolve.
• Ability to work on‑site in the Seattle office four days per week.

Education & Experience

• 5-10 years of progressive FP&A or corporate finance experience, including at least 2 years of people leadership; property and casualty (P&C) insurance or financial services experience strongly preferred.
• Bachelor’s degree in Finance, Business, Accounting, or a similar field; MBA, CPA, or CFA preferred.
• Effective leadership, supervision, and interpersonal skills, including experience assigning work, coaching employees, and evaluating work performance

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer, including video conferencing.