Hybrid Director of Planning Analytics & Forecasting

The Hartford

Charlotte (NC)

Hybrid

USD 110,800 - 203,400

Full time

14 days+
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Job summary

The Hartford is seeking a Director or Assistant Director to lead financial planning and performance analytics across P&C lines. This position partners with Finance, Actuarial, and other departments to enhance forecasting and process improvements through automation.

The ideal candidate will hold a bachelor’s degree in Finance or a related field with significant experience in financial analysis. The role allows hybrid work from Hartford, Chicago, or Charlotte, ensuring a collaborative environment while leveraging analytic tools like Python and Power BI.

Qualifications

  • Progressive experience in financial planning & analysis, actuarial, or related roles.
  • Strong foundation in forecasting, budgeting, and variance analysis.
  • Advanced skills in analytical tools and automation.

Responsibilities

  • Lead monthly, quarterly, and annual planning and forecasting processes.
  • Partner with various departments to deliver actionable insights.
  • Drive loss ratio planning and coordinate Earnings Prep materials.
  • Research to improve planning and reporting processes.

Skills

Financial analysis
Forecasting
Budgeting
Analytical tools

Education

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or a related field

Tools

Excel
Python
TM1
Power BI
SQL

Job description

The Hartford is seeking a Director or Assistant Director to lead financial planning and performance analytics across P&C lines. This position partners with Finance, Actuarial, and other departments to enhance forecasting and process improvements through automation.

The ideal candidate will hold a bachelor’s degree in Finance or a related field with significant experience in financial analysis. The role allows hybrid work from Hartford, Chicago, or Charlotte, ensuring a collaborative environment while leveraging analytic tools like Python and Power BI.

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