VP of Finance - Financial Reporting, Planning and Analysis

Oliver James Associates Ltd.; Philadelphia (Philadelphia County); Remote; USD 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a dynamic VP of Financial Reporting, Planning & Analysis to drive financial strategy and reporting in a fast-scaling insurance firm. This role offers the opportunity to influence key decisions and shape performance while building the financial infrastructure for growth. As a strategic leader, you will lead the charge on financial reporting, collaborate with cross-functional teams, and mentor a talented group. If you are ready to challenge the status quo and make a significant impact, this is the role for you.

Qualifications

• 7+ years in financial reporting and planning at an insurance or reinsurance carrier.
• Deep fluency in STAT and GAAP, with strong communication skills.

Responsibilities

• Lead financial reporting and ensure flawless execution across reporting cycles.
• Transform STAT to GAAP and align capital to strategy through financial planning.

Skills

Financial Reporting

Financial Planning

GAAP

STAT

Excel

Communication

Education

CPA or equivalent financial designation

Tools

Reporting and Planning Systems

Job description

Job Title: VP, Financial Reporting, Planning & Analysis
Location: Fully Remote (Some Travel Required)
Compensation: Based on Experience
Industry: Insurance (P&C)

Oliver James is one of the largest insurance specific recruitment firms and proud to announce that we're partnering with a fast-scaling insurance company that's redefining the insurance industry. They're looking for a VP of Financial Reporting, Planning & Analysis - a hands-on, strategic finance leader who thrives on turning data into direction and building the financial engine behind a high-growth business.

This role is more than reporting numbers. It's about influencing decisions, shaping performance, and building the infrastructure for scale. As the CFO's right hand, you'll have a seat at the table and a voice in the future of the organization.

What You'll Do:

• Lead the charge on all things financial reporting - statutory, GAAP, capital modeling, tax, and regulatory filings.

• Own the transformation of STAT to GAAP and ensure flawless execution across quarterly and annual reporting cycles.

• Build and lead the financial planning process - budgets, forecasts, scenario modeling - and help align capital to strategy.

• Turn complex data into smart insights that help drive growth, profitability, and executive decision-making.

• Collaborate across actuarial, underwriting, and ops teams to model program-level performance and reinsurance impacts.

• Upgrade reporting tools, streamline workflows, and make finance more agile, efficient, and tech-forward.

• Mentor a smart, driven team and foster a culture of accountability, innovation, and continuous learning.

What You Bring:

• 7+ years in financial reporting and planning at an insurance or reinsurance carrier, ideally in a leadership role.

• Deep fluency in STAT and GAAP (bonus points if you speak fluent Schedule F and P).

• Solid understanding of delegated underwriting authority, reinsurance structures, and capital strategy.

• CPA or equivalent financial designation preferred.

• Excel wizardry and strong command of reporting and planning systems.

• A strategic mind with an operational edge - you think big and execute fast.

• Strong communicator who knows how to influence stakeholders and lead with clarity.

This is a rare chance to help build the financial backbone of a company that's scaling fast and thinking big. If you're ready to lead, challenge the status quo, and leave your mark - we want to talk.