Financial Analysis Director (Specialty)-FIN0001MV
Job Summary
The Director of P&C FP&A is responsible for providing financial and analytical support and advice to help senior leadership make strategic company decisions. As a Director, you will partner closely with the Specialty Underwriting organization on matters such as business performance, modeling business scenarios, resource allocation, forecasting and planning.
The Director operates under general or minimum supervision, performs duties with broad latitude for judgment, and provides insightful analysis and decision support to leadership to help deliver on key priorities. This position requires expertise in problem identification, analysis and resolution. This includes working as individual contributor, managing a team and working across teams to leverage internal and external resources to perform job responsibilities.
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
- Directs the work activities and has full management responsibility for the performance and development of a team in accordance with corporate strategic direction.
- Proactively collaborates with and advises business partners on the implication of critical financial metrics and considerations for the P&C businesses.
- Oversees day-to-day financial and operational analysis in support of business profitability objectives.
- Manages all aspects of the financial planning & forecasting process for Specialty including coordinating with the business unit and Finance leadership.
- Directs financial analysis forecasts, projections and close processes associated with the monthly, quarterly and annual cycles.
- Provide on-going key stakeholder insights and recommendations on performance including emerging trend analysis, ad-hoc analysis, and project work. Presents recommendations and insights to senior management across the Specialty and Finance organizations.
May perform additional duties as assigned.
Reporting Relationship
AVP or above
Skills, Knowledge & Abilities
- Senior level knowledge of GAAP, statutory and other complex accounting principles, practices and procedures.
- Senior level knowledge of corporate and departmental accounting/finance practices, procedures and principles as well as thorough knowledge of the organization and insurance industry.
- Ability to achieve results by taking a proactive long-term view of business goals and objectives.
- Excellent analytical and problem solving skills, with the ability to effectively plan and direct multiple projects and project work teams.
- Excellent interpersonal, presentation, verbal and written communication skills, with the ability to effectively interact with internal and external business partners.
- Ability to exercise professional judgment and assume responsibility for decisions which have an impact on people and quality of service.
- Strong knowledge of Microsoft Office Suite, accounting systems and applications, and other business-related software.
- Strong knowledge of data modeling development and reporting in data visualization tools such as Looker, Tableau, ThoughtSpot is a plus
Education & Experience
1. Master's Degree with CPA, CFA and/or professional insurance designation preferred or equivalent.
2. Typically a minimum of nine to twelve years accounting/finance and management related work experience.