Director, Planning & Analysis

Description

This position will offer a hybrid work model out of our Boston, MA office 

 

About the role:

Join Corporate FP&A to lead Consolidated FP&A—the team responsible for enterprise planning, forecasting, consolidated results, and executive-ready insights. You’ll set the planning calendar and targets, orchestrate monthly results, and elevate decision quality for the CFO, CEO, ELT, and Board through collaboration across business units and other core finance functions. You’ll also modernize our near and long-term planning & reporting ecosystem (Anaplan, Power BI, SAP S4 Hana, Essbase) and the financial controls that support it. This is a high‑visibility, impact‑oriented role for a leader who thrives at the intersection of strategy, analytics, and storytelling.

What you’ll do:

Enterprise Planning & Forecasting

• Own the enterprise planning & forecasting cadence across business units and shared services (targets, calendar, governance).
• Develop long‑range outlooks and scenario analyses that inform strategy, capital allocation, and risk appetite.
• Standardize planning assumptions, drivers, and definitions to improve comparability and decision speed.

 

Results, Insights & Executive Storytelling

• Lead Day‑1 estimates and monthly consolidated results production and analysis; translate drivers into clear, concise narratives for CFO/CEO/ELT/Board materials.
• Establish a consistent insight framework (e.g., growth, margin, loss trends, expense, capital/liquidity) to improve signal‑to‑noise.
• Ensure timely, accurate internal reporting packages and external‑facing financial narratives in partnership with key stakeholders.

 

Financial Controls, Data & Systems

• Govern and improve financial controls and reconciliations across reporting cubes and source systems (SAP S4 Hana, Essbase).
• Partner with Technology to evolve Anaplan (planning) and Power BI (reporting)—simplifying models, standardizing metrics, and automating manual steps.
• Guide design decisions for reporting cubes and ensure lineage, definitions, and quality are documented and trusted.

 

Stakeholder Leadership & External Interfaces

• Be a trusted partner to Investor Relations, Rating Agencies, and regulators (as appropriate), ensuring analytics are timely, accurate, and on‑message.
• Coordinate agendas and content for target setting/planning and monthly CFO/CEO results meetings.

 

Team Leadership & Talent Development

• Lead and develop the Consolidated FP&A organization (e.g., Planning & Analytics and Results & Insights teams).
• Set clear goals, coach deeply, and build a high‑performing, inclusive culture.
• Uplevel FP&A craft—business acumen, modeling, data visualization, and executive storytelling—through standards, templates, and training.

Qualifications

• 10–15 years of progressive experience in FP&A/Finance; Property & Casualty (P&C) insurance experience strongly preferred.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA and/or CPA preferred.
• Track record of owning enterprise planning/forecasting cycles and producing executive‑level performance narratives.
• Demonstrated leadership of manager‑level and analyst‑level talent in matrixed environments.
• Fluency with Anaplan, Power BI, SAP S4 Hana, Essbase (or close analogs); adept with reporting cubes and data governance.
• Exceptional communication—able to distill complex drivers into simple, actionable insights for senior leaders.

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings