Finance Director & Actuary

Mutual of Omaha; Omaha (NE); Hybrid; USD 175,000 - 220,000; Full time

Benefits offered by this job

Annual bonus opportunity

401(k) plan with 2% company contrib. +

6% company match

Vacation & paid holidays

Relocation assistance

Job summary

Mutual of Omaha in Omaha, NE, seeks a Finance Director and Actuary to lead financial planning, forecasting, budgeting, and performance analysis for the Life Insurance Solutions segment.

You will lead Finance and Actuarial analysts, drive reporting improvements, and communicate results to executives. Hybrid onsite in Omaha with relocation assistance available beginning in 2027.

Qualifications

• FSA fellowship with indexed universal life and reserving knowledge.
• Strong actuarial and financial modeling skills.
• Experience leading cross-functional teams and communicating results.

Responsibilities

• Lead Finance and Actuarial analysts to partner with segment leadership on financial analysis and profitability across GAAP, statutory, and value-added measures.
• Coordinate segment financial planning, forecasting, and budgeting aligned with Enterprise objectives.
• Identify drivers, risks, and opportunities on the income statement and balance sheet and present recommendations.
• Monitor industry trends and impacts on segment performance.
• Improve reporting and forecasting using data, automation, and AI tools.

Skills

Leadership

Communication

Financial analysis

Actuarial concepts

Cross-functional collaboration

Education

FSA fellowship

Tools

Actuarial modeling software

Job description

As the Finance Director and Actuary, you serve as a key strategic business partner for our Life Insurance Solutions segment helping lead the team through financial planning, forecasting, budgeting, and core performance analysis. The Life Insurance Solutions segment includes various individual life products including Indexed Universal Life, Term, and Final Expense products. Your exceptional communication skills will play a vital role in conveying results to both technical and non-technical stakeholders.

This role is hybrid with onsite expectations of more than 50% of the time in Omaha, NE, beginning in 2027. Relocation assistance is available if interested.

WHAT WE CAN OFFER YOU:

• Estimated Salary: $175,000 - $220,000, plus annual bonus opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

• Lead an integrated team of Finance and Actuarial analysts to partner with segment leadership and key stakeholders to perform financial analysis, reporting, and profitability analysis across GAAP, statutory, and value-added measures while ensuring compliance with regulatory and Enterprise standards.
• Facilitate and coordinate the segment's financial planning, forecasting, and budgeting processes, ensuring alignment with Enterprise objectives and performance expectations.
• Assess segment financial performance across the full income statement and balance sheet, identifying key drivers, risks, and opportunities, and communicating actionable recommendations to improve future results for both growth and returns.
• Monitor industry trends and emerging market developments to assess potential impacts on segment performance.
• Continuously improve reporting, forecasting, and analytical processes through the effective use of Enterprise-approved data, automation, and AI tools.

WHAT YOU’LL BRING:

• An FSA fellowship with relevant actuarial experience for Indexed Universal Life and principles-based reserving.
• The ability to blend actuarial skills with creative risk and return solutions.
• Strong knowledge of insurance and modeling, including deep understanding of sources of profit and finance and actuarial concepts underlying segment performance.
• Strong leadership, communication, and problem-solving skills across cross-functional teams.
• Excellent communication and presentation skills, including the ability to translate complex financial data into easy-to-understand storylines and recommendations for higher management.
• You promote a collaborative culture, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Able to work at our office located in Omaha, NE in a hybrid environment.

PREFERRED:

• Relevant FP&A experience

We value unique experience, skills, and passion for innovation.