Head of FP&A

JCW Group; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

A financial services organization in New York seeks a Head of Financial Planning & Analysis to lead financial activities and drive operational excellence. Responsibilities include overseeing budgeting, enhancing forecasting processes, and partnering with executive leadership to create long-term value. Ideal candidates should possess a strong background in finance, excellent communication skills, and experience in the property and casualty insurance sector. A bachelor's degree is required, with an advanced degree preferred.

Qualifications

• Experience in senior-level finance within property and casualty insurance sector.
• Strong foundation in finance, accounting, and analytics.
• Ability to communicate effectively with executive leadership.

Responsibilities

• Lead financial planning and analysis activities across the organization.
• Enhance annual budgeting and rolling forecast processes.
• Develop standardized reporting and analytical tools.
• Partner with finance leadership to implement process improvements.
• Guide teams on financial planning and performance management.

Skills

Leadership communication

Financial planning

Analytical skills

ERP systems (Oracle)

Education

Bachelor's degree

Advanced degree

Tools

ERP systems

Job description

Position: Head of Financial Planning & Analysis

Reporting to the Chief Financial Officer, this executive will lead all financial planning and analysis activities across the organization, providing both strategic and tactical direction. This role carries senior leadership responsibility for building and enhancing a global business performance framework and partnering closely with executive leadership to drive operational excellence and long-term value creation.

The Head of FP&A will oversee the development of high-quality financial projections and forecasting processes while ensuring an integrated and well-executed financial strategy. The role also includes optimizing shared services and outsourced finance capabilities through a global, performance-driven mindset.

Key Responsibilities

• Design, implement, and continuously enhance the annual budgeting and rolling forecast processes across business units, ensuring alignment with strategic objectives and robust financial assumptions.
• Develop standardized reporting and analytical tools that provide clear insight into financial performance, key trends, and KPI correlations for both current and projected results.
• Ensure reporting consistently meets the needs of executive leadership, Board stakeholders, and external constituencies.
• Partner with finance, capital management, and risk leadership to identify and implement process improvements, systems enhancements, and technology solutions that strengthen enterprise-wide performance capabilities.
• Provide leadership and guidance to operating teams on financial planning disciplines, reporting tools, and performance management frameworks.
• Support strategic initiatives including capital investments, mergers and acquisitions, divestitures, and business transformation efforts.
• Senior-level finance executive experience within the property and casualty insurance sector, with exposure to global operations preferred.
• Strong foundation in finance, accounting, and analytics; ERP system experience (e.g., Oracle) preferred.
• Demonstrated ability to communicate effectively with executive leadership and Boards.
• Proven leadership capability within similar organizations, including effective management of talent and shared service structures.
• Bachelor’s degree required; advanced degree preferred.