Head of FP&A: Strategy, Forecasting & Insights

thehivecareers.co; San Juan (PR); On-site; USD 180,000 - 240,000; Full time

Job summary

thehivecareers.co is seeking a Head of FP&A to lead financial planning, forecasting, budgeting, performance management, and strategic financial analysis across its Insurance and Investment businesses. This senior role partners with executives to translate data into strategic insights for growth and profitability.

This role oversees budgeting, rolling forecasts, variance analysis, and scenario planning, collaborating with Finance, Investments, Actuarial, Risk, Treasury, Underwriting, and Claims

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Professional qualification such as CA, ACCA, CIMA, CPA, CFA preferred.
• 10–15+ years of progressive FP&A, Corporate Finance, Financial Planning, Investment Finance, Insurance Finance, or related areas.
• Experience working with senior executives and Board-level stakeholders.

Responsibilities

• Lead the annual budgeting and financial planning process across Insurance and Investment operations.
• Develop rolling forecasts, multi-year financial plans, and long-term business models.
• Monitor financial performance against budgets, forecasts, and strategic targets.
• Conduct variance analysis and identify key drivers of revenue, expenses, profitability, and cash flow.
• Develop financial scenarios and sensitivity analyses to support strategic decisions.
• Analyze insurance revenue, premium growth, claims, commissions, acquisition costs, operating expenses, and profitability.
• Monitor key insurance KPIs, including loss ratios, expense ratios, combined ratios, persistency, and new-business performance.
• Work closely with Actuarial and Risk teams on financial projections, reserves, capital requirements, and business assumptions.
• Support product and portfolio profitability analysis.
• Evaluate the financial impact of underwriting, pricing, claims, and distribution strategies.
• Monitor investment income, portfolio performance, AUM, asset allocation, and investment-related expenses.
• Analyze investment returns against budgets, forecasts, benchmarks, and strategic objectives.
• Develop financial models for investment portfolios and new investment opportunities.
• Support analysis of asset allocation, liquidity, capital deployment, and investment strategy.
• Partner with Investment and Treasury teams to assess financial and commercial implications of investment decisions.
• Prepare monthly and quarterly financial performance reports for senior management and the Board.
• Develop executive dashboards covering revenue, profitability, capital, liquidity, AUM, investment performance, and business KPIs.
• Provide clear explanations of financial performance and key business drivers.
• Deliver actionable recommendations based on financial and operational analysis.

Skills

FP&A leadership

Budgeting

Forecasting

Financial modelling

Management reporting

Board exposure

Strategic finance

Education

Bachelor's degree

CA/ACCA/CIMA/CPA/CFA

MBA advantage

Job description

thehivecareers.co is seeking a Head of FP&A to lead financial planning, forecasting, budgeting, performance management, and strategic financial analysis across its Insurance and Investment businesses. This senior role partners with executives to translate data into strategic insights for growth and profitability.

This role oversees budgeting, rolling forecasts, variance analysis, and scenario planning, collaborating with Finance, Investments, Actuarial, Risk, Treasury, Underwriting, and Claims