Director of Financial Planning and Analysis

Mutual of Enumclaw Insurance Company; Seattle (WA); On-site; USD 180,000 - 218,000; Full time

Job summary

Mutual of Enumclaw Insurance Company seeks a Director of Financial Planning & Analysis to lead FP&A activities, forecast planning, and long-range strategy. You’ll manage a small team, present to executives and the Board, and model new revenue opportunities including ventures and acquisitions.

The role reports to the Holding Company CFO and is based on-site at our Seattle office, four days a week. Strong tech and AI-enabled workflow experience preferred.

Qualifications

• 5-10 years of progressive FP&A or corporate finance experience, including 2+ years leading people.

Responsibilities

• Lead annual forecasting, business plan development, and long-range planning.

Skills

FP&A experience

People leadership

Financial modeling

Advanced Excel

PowerPoint

Adaptive Planning

Anaplan

Power BI

AI tools

Cross-team collaboration

Time-zone coordination

Education

Bachelor's degree in finance/business

MBA

CPA

CFA

Tools

Adaptive Planning

Anaplan

Power BI

Excel

Job description

Help shape where a 125+ year old Northwest mutual goes next as Mutual of Enumclaw's Director of Financial Planning & Analysis.

Since 1898, MOE has protected the lives and livelihoods of Northwest homeowners, families, farmers, and business owners. Today, we’re building on that stable foundation and exploring new ways to grow revenue and profit beyond traditional insurance underwriting. As our Director of FP&A, you’ll report directly to the Holding Company CFO and play a central role in that strategy, from annual planning to Board-level presentations to evaluating new ventures.

WHAT YOU’LL DO

• Lead all FP&A activities, including annual forecasting, business plan development, and long-range planning
• Lead and coach a team of two financial analysts, with room to grow the team as the business expands
• Own monthly financial and operational reviews, including variance analysis, and sharpen them to surface the metrics and drivers that matter most
• Turn financial results and investment recommendations into clear, decision-ready materials for executives and the Board of Directors
• Model new revenue and profit opportunities, including ventures, partnerships, and acquisitions
• Evaluate strategic investments with business cases, NPV, IRR, and scenario modeling, and support M&A due diligence
• Support the AM Best annual review and Investment Management and Reinsurance strategy
• Modernize FP&A tools and processes, including planning systems, automated reporting, and AI-enabled workflows
• Partner with Product Management, Actuarial, HR, Claims, and IT on strategic initiatives

WHAT YOU BRING

• 5-10 years of progressive FP&A or corporate finance experience, including 2+ years leading people
• A bachelor’s degree in finance, business, accounting, or a related field; an MBA, CPA, or CFA is a plus
• Strong command of financial statements, plus familiarity with GAAP and statutory (SAP) accounting
• Advanced Excel, PowerPoint, and financial modeling skills; experience with Adaptive Planning, Anaplan, or Power BI is a plus
• The ability to explain financial information clearly to non-financial audiences
• Comfort using AI tools like Claude or Copilot to work faster and automate processes
• Experience collaborating with onshore and offshore teams across time zones
• A continuous-learning mindset and the flexibility to shift priorities as the business evolves
• P&C insurance or financial services experience is strongly preferred

LOCATION

On-site at our Seattle office, four days a week.

COMPENSATION

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

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

*The Hiring Range represents Mutual of Enumclaw’s current hiring pay scale for this role. Mutual of Enumclaw reserves the right to modify or update this range any time. Exact compensation may vary based on skills and experience. Compensation is only one part of our entire total rewards package. To see some of the benefits and perks we offer, please click here.