Director or Assistant Director - Planning Analytics

The Hartford; Hartford (CT); Hybrid; USD 111,000 - 203,000; Full time

Job summary

The Hartford is seeking a Director or Assistant Director to elevate financial planning, performance insight, and actuarial support across P&C lines. You will partner with Finance, Actuarial, and business leaders to deliver forecasting, explain performance drivers, and automate processes using AI-enabled tools.

Hybrid work arrangement with offices in Hartford, CT or other hubs; contribute to Earnings prep and governance, and mentor a team focused on high-quality execution and continuous

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or 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.

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.

Skills

Financial analysis

Forecasting

Variance analysis

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or related field

Tools

TM1

Power BI

Python

SQL

R

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

About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continuously asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.