Finance Director, FP&A & Data Analytics (Insurance)

Carolina Casualty (a Berkley Company); Jacksonville (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health, Dental, Vision

Life, Disability

Wellness

Paid Time Off

401(k) and Profit‑Sharing

Job summary

Carolina Casualty, a Berkley Company, in Jacksonville, FL, seeks a Finance Director to lead FP&A for its Property & Casualty insurance lines, combining forecasting, budgeting, GL oversight, and analytics to improve financial decision-making.

The role partners with Actuarial, Underwriting, and Data teams to build driver-based models and dashboards using Power BI, SQL, Python, and Excel, while driving profitability and cost management.

Qualifications

• 10+ years of FP&A, finance, or accounting experience.
• Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with P&C experience preferred.
• Proven experience in forecasting, budgeting, and variance analysis.
• Solid understanding of general ledger structures and financial reporting.

Responsibilities

• Lead the annual budgeting process and periodic forecasting cycles for P&C lines of business.
• Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses.
• Analyze variances between actuals, forecasts, and plan; communicate drivers and risks.
• Partner with business leaders to provide financial insights that support strategic planning.

Skills

FP&A

Forecasting

Budgeting

Finance

Accounting

Data Analytics

Power BI

SQL

Python

Excel

Education

Bachelor’s degree in Finance or Accounting

MBA preferred

CPA/CFA preferred or in progress

Tools

Power BI

SQL

Excel

Python

Job description

Carolina Casualty, a Berkley Company, in Jacksonville, FL, seeks a Finance Director to lead FP&A for its Property & Casualty insurance lines, combining forecasting, budgeting, GL oversight, and analytics to improve financial decision-making.

The role partners with Actuarial, Underwriting, and Data teams to build driver-based models and dashboards using Power BI, SQL, Python, and Excel, while driving profitability and cost management.