VP, Financial Planning & Analysis

The VP, Financial Planning & Analysis will play a crucial role in driving transformational change within the company and the Finance department. This position involves partnering with top-level executives to manage business forecasting and financial planning processes, ensuring alignment with the company's strategic initiatives.

Essential Functions

Essential functions may include, but are not limited to the following:    

• Oversee financial analysis and forecasting on a single and multi-year basis.
• Perform financial budgeting, reporting, forecasting and analysis on business metrics.
• Lead the company budget cycle, including long-range planning, annual plans, and monthly/quarterly forecasts.

• Create financial business cases supporting business initiatives.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Report on financial efficiency, analytics and strategy.
• Perform variance analysis to understand the key drivers of the results and provide feedback to senior management.
• Help design new reports and dashboards to efficiently deliver the financial results.
• Enhance controls and streamline processes, introducing automation where possible.

Knowledge, Skills and Abilities

• Thorough knowledge of insurance accounting principles and practices, and general knowledge of GAAP accounting.
• Excellent financial analysis and technical accounting capabilities.
• Develop and manage company and department budgets.
• Ability to communicate complex financial issues in simple, understandable terms.
• Thorough knowledge of employee management principles including supervision, training, and performance evaluation.
• Strong executive presence to be able to present analyses and recommendations in a clear and compelling manner to both technical and non-technical audiences, including executive management.
• Strong analytical skills, with high degree of organization and attention to detail.
• Ability to manage and improve processes.
• Ability to use initiative and apply innovative thinking while effectively managing the team, including setting priorities, objectives and goals.
• Establish and maintain effective working relationships and communication with executive management.
• Ability to work independently to make critical decisions and analyze complex issues.
• Obtain and utilize sensitive information discreetly and objectively.
• Read, interpret, and input data efficiently and accurately.
• Determine when to escalate concerns to executive management.
• Ability to set priorities, meet deadlines and manage diverse projects simultaneously.
• Exceptional oral and written presentation skills.
• Utilize computer and related software effectively.
• Correct English usage, spelling, grammar, vocabulary and punctuation.

Experience and Education Qualifications

• Bachelor’s Degree, and 10 years of relat