FP&A Director: Life Insurance Strategy & Growth

Oliver James Group; New York (NY); Sur place; USD 180 000 - 240 000; Plein temps

Résumé du poste

Oliver James Group seeks a Director of FP&A to lead enterprise-wide financial planning, capital management, and strategic decision support across U.S., Bermuda, and Cayman entities. You will work closely with the CFO and senior leadership on complex forecasting, modeling, and executive reporting.

The role requires 8+ years in FP&A or related fields, life-insurance experience, strong modeling and Excel skills, and the ability to drive cross-functional initiatives in a fast-paced environment.

Qualifications

• 8+ years of FP&A, corporate finance, insurance finance, actuarial, valuation, or related experience.
• Life insurance and annuity industry experience preferred, with capital management and forecasting exposure.
• Strong financial modeling, forecasting, and quantitative analysis skills; advanced Excel proficiency.

Responsabilités

• Lead financial analysis across business performance, profitability, capital allocation, and strategic growth initiatives.
• Build and enhance integrated three-statement financial models for forecasting, valuation, long-term planning, and capital management.
• Support enterprise-wide financial projections, translating financial, actuarial, investment, and capital data into actionable insights.
• Prepare executive presentations, board materials, and financial reporting for senior leadership and external stakeholders.
• Partner with investments, actuarial, treasury, accounting, and corporate development on M&A, reinsurance transactions, and other strategic initiatives.
• Enhance FP&A reporting, data infrastructure, and automation, including opportunities to leverage Microsoft Fabric and Power BI.
• Independently lead complex, cross-functional projects while providing technical guidance to junior team members.

Connaissances

Financial modeling

Forecasting

Executive communication

Excel advanced

Formation

Bachelor's degree in Finance/Accounting/Economics/Actuarial Science

Outils

Power BI

SQL

Microsoft Fabric

Description du poste

Oliver James Group seeks a Director of FP&A to lead enterprise-wide financial planning, capital management, and strategic decision support across U.S., Bermuda, and Cayman entities. You will work closely with the CFO and senior leadership on complex forecasting, modeling, and executive reporting.

The role requires 8+ years in FP&A or related fields, life-insurance experience, strong modeling and Excel skills, and the ability to drive cross-functional initiatives in a fast-paced environment.