Director or Assistant Director - Planning Analytics

The Hartford; Chicago (IL); Hybrid; USD 110,800 - 203,400; Full time

Benefits offered by this job

Short-term bonuses

Long-term incentives

On-the-spot recognition

Job summary

The Hartford is seeking a Director or Assistant Director level leader for financial planning and performance insight in Chicago. This role requires leading planning processes, partnering across departments to deliver insights and mentoring team members.

The ideal candidate possesses a strong background in financial analysis, tools like Excel and Python, and excellent communication skills. The role offers hybrid work arrangement and competitive compensation based on experience.

Qualifications

• Progressive experience in financial planning & analysis, actuarial, or related analytical roles.
• Strong foundation in financial analysis, forecasting, budgeting, and variance analysis.
• Comfort using automation and AI tools to improve efficiency and decision support.

Responsibilities

• Lead monthly, quarterly, and annual planning and forecasting processes.
• Partner with stakeholders to deliver insights supporting profitability and growth decisions.
• Mentor and develop team members, promoting continuous improvement and accountability.

Skills

Financial analysis

Forecasting

Budgeting

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or Actuarial Science

Tools

Excel

TM1

Python

Power BI

SQL

Job description

Dir Fin Analysis Rptg - FF06AE

AD Financial Analysis - FF07AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business. This role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

Responsibilities

• Lead monthly, quarterly, and annual planning, forecasting, and outlook processes, incorporating premium, loss, expense, and profitability metrics.
• Partner with Finance, Actuarial, Product, Underwriting, Claims, and business leaders to deliver actionable insights that support profitability, growth, and capital-related decisions.
• Drive loss ratio planning, catastrophe and expense assumptions, reinsurance-related analyses, and other key inputs used in financial and actuarial decision‑making.
• Develop, enhance, and govern planning, pricing, and reporting tools and models to improve accuracy, consistency, and transparency of results.
• Enable and perform results analysis and variance reporting versus plan, forecast, and prior‑year actuals, with clear articulation of underlying business drivers.
• Prepare management reporting, dashboards, and executive presentations that highlight trends, risks, opportunities, and emerging issues for senior leadership.
• Coordinate, create, and disseminate Earnings Prep and Competitive Analytics materials to support the quarterly and annual Earnings processes
• Research new ways to provide value to our internal partners through our planning and Earnings Prep processes
• Identify and drive opportunities to automate recurring processes, improve data quality, and reduce manual effort using TM1, AI‑enabled tools, Python, or other analytical solutions
• Establish and maintain strong controls, documentation, and governance over models, planning processes, and recurring deliverables.
• Lead the LRP Leadership Group, as well as cross‑functional initiatives and special projects, including process redesign, scenario analysis, and implementation of new capabilities.
• Mentor and develop team members, foster collaboration, and promote a culture of continuous improvement, accountability, and high‑quality execution.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or a related field.
• Progressive experience in financial planning & analysis, actuarial, insurance finance, or related analytical roles; level and title may vary based on experience and qualifications.
• Strong foundation in financial analysis, forecasting, budgeting, variance analysis, or actuarial pricing/reserving concepts.
• Advanced Excel skills and experience working with large, complex data sets; TM1, Power BI, Python, SQL, R, or similar tools are a plus.
• Comfort using automation, AI tools, and analytical technologies to improve efficiency, insight generation, and decision support.
• Excellent analytical, problem‑solving, and critical thinking skills, with strong attention to detail and commitment to quality.
• Strong written and verbal communication skills, with the ability to translate technical results into business‑relevant insights and influence stakeholders across functions.
• Demonstrated ability to manage multiple priorities in a matrixed environment, lead through influence, and deliver under tight deadlines.
• For actuarial candidates, ACAS/FCAS, ASA/FSA, or progress toward credentialing is a plus; for finance candidates, insurance or reinsurance experience is preferred.

Work Arrangement

This role can have a Hybrid work arrangement in hub offices located in Hartford CT, Chicago, IL, or Charlotte, NC. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office may be considered for a remote work arrangement with occasional travel.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short‑term or annual bonuses, long‑term incentives, and on‑the‑spot recognition. The annualized base pay range for this role is:

$110,800 - $203,400

The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age