VP, Financial Planning & Analysis

Jobtailor

California (MO)

On-site

USD 180,000 - 300,000

Full time

6 days ago

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Job summary

Jobtailor is seeking an experienced finance leader to partner with executives on strategy, planning, and long-term profitability. The role focuses on guiding capital decisions, financial forecasting, and performance management in a large financial services context.

The ideal candidate will have extensive leadership experience, strong communication skills, and the ability to influence senior stakeholders across multiple business functions.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Actuarial Science, or related field.

Responsibilities

Serve as a trusted advisor to CMD executives on business performance, growth opportunities, strategic priorities, and financial implications.
Translate complex financial and business information into actionable recommendations for executive decision-making.
Evaluate strategic opportunities, investments, and initiatives affecting long-term growth and profitability.
Partner with leadership to develop and execute business plans aligned with divisional and enterprise objectives.
Provide thought leadership on market trends, competitive dynamics, and emerging opportunities.
Lead financial planning, forecasting, performance management, and business analysis activities.
Monitor business performance and provide insights to improve profitability, resource allocation, and operational effectiveness.
Support capital management, financial stewardship, and risk-adjusted decision-making.
Collaborate with leaders across Product Development, Distribution, Inforce Management, Actuarial, Risk, Operations, Technology, and Corporate Finance.
Influence decisions across the end-to-end business value chain.
Lead and support enterprise initiatives that drive long-term value creation.
Lead, coach, and develop a team of finance professionals.
Build organizational capability through talent development, succession planning, and strategic workforce management.
Develop future leaders and strengthen the finance organization.

Skills

Leadership

Strategic Planning

Team Leadership

Stakeholder Management

Financial Acumen

Forecasting

Performance Management

Business Analysis

Capital Management

Risk-Adjusted Decision-Making

Market Trend Analysis

Operational Effectiveness

Investment Evaluation

Executive Presence

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Actuarial Science, or related field

MBA or Master's degree preferred

Tools

None specified

Job description

Serve as a trusted advisor to CMD executives on business performance, growth opportunities, strategic priorities, and financial implications
Translate complex financial and business information into actionable recommendations for executive decision-making
Evaluate strategic opportunities, investments, and initiatives affecting long-term growth and profitability
Partner with leadership to develop and execute business plans aligned with divisional and enterprise objectives
Provide thought leadership on market trends, competitive dynamics, and emerging opportunities
Lead financial planning, forecasting, performance management, and business analysis activities
Monitor business performance and provide insights to improve profitability, resource allocation, and operational effectiveness
Support capital management, financial stewardship, and risk-adjusted decision-making
Collaborate with leaders across Product Development, Distribution, Inforce Management, Actuarial, Risk, Operations, Technology, and Corporate Finance
Influence decisions across the end-to-end business value chain
Lead and support enterprise initiatives that drive long-term value creation
Lead, coach, and develop a team of finance professionals
Build organizational capability through talent development, succession planning, and strategic workforce management
Develop future leaders and strengthen the finance organization

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Actuarial Science, or a related field
12+ years of progressive leadership experience in finance, actuarial, strategic planning, or related business disciplines
Demonstrated experience partnering with senior executives to influence strategy and major business decisions
Strong financial acumen with experience in planning, forecasting, performance management, and strategic analysis
Proven ability to lead and develop high-performing teams
Exceptional communication, executive presence, and stakeholder management skills
Experience operating effectively within complex, matrixed organizations
MBA, Master's degree, or other advanced degree preferred
Experience within life insurance, annuities, financial services, or a related industry preferred
Understanding of actuarial, finance, risk, product, distribution, and operational drivers within a large financial services organization preferred
Experience supporting large-scale strategic initiatives, organizational transformation, or enterprise-level decision-making preferred

Core Competencies

Demonstrates strong financial acumen and strategic planning capabilities, with a proven track record in leading high-performing finance teams and influencing executive decision-making. Expertise in financial planning, forecasting, and performance management within complex financial services environments.

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