Director of Financial Planning and Analysis

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.

At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!

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What you will be doing:

Financial Planning, Forecasting & Budgeting

• Lead the annual budget, rolling forecast, and long-range planning processes.
• Develop financial models to support strategic initiatives, growth plans, and capital allocation decisions.
• Oversee expense management and headcount planning across business units.
• Partner with senior leaders to ensure forecasts reflect operational realities and strategic priorities.

Performance Management & Analytics

• Analyze and report on key financial and insurance performance metrics, including:
• Premium growth
• Loss ratio and combined ratio
• Expense ratio
• Operating income and EBITDA
• Identify performance drivers, trends, and variances versus plan and prior periods.
• Develop dashboards and executive reporting packages for senior leadership and the Board.

Insurance-Specific Financial Support

• Partner with Underwriting, Actuarial, and Claims to understand loss trends, reserve movements, and profitability by product and state.
• Support reinsurance planning and analysis, including cost-benefit assessments and earnings impact.
• Analyze impacts of rate filings, catastrophe activity, inflation, and regulatory changes on financial results.

Public Company & Executive Support

• Support earnings guidance, internal management reporting, and investor-related analysis.
• Coordinate closely with the accounting team on actuals, accruals, and SOX-aligned controls.
• Provide financial insights for executive decision-making and Board presentations.
• Support M&A, divestitures, and other strategic transactions as needed.

 Process Improvement & Systems

• Enhance FP&A processes, tools, and models to improve accuracy, efficiency, and scalability.
• Partner with Technology to optimize financial systems and data integration.
• Ensure strong documentation and internal controls over FP&A processes.

Team Leadership & Development

• Lead, mentor, and develop the FP&A team; provide coaching and continuous performance feedback.
• Conduct timely and effective Progress & Growth Structured Dialogue sessions, ensuring skills and knowledge is discussed as well as defining the path for growth.
• Establish best practices for financial modeling, analysis, and business partnership.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Perform other duties as assigned.

 

What you have:

Education, Experience and Licensing Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
• 10+ years of progressive finance experience, including FP&A leadership roles.
• 5+ years of people management experience.
• Experience operating in a publicly traded or highly regulated environment required, experience in P&C insurance preferred.
• CPA, CFA, or similar professional designation.

Qualifications/Skills and Competencies:

• Strong understanding of insurance financials and P&C business models.
• Advanced financial modeling and analytical skills.
• Proven leadership ability with experience managing, coaching, and developing teams.
• Strategic thinker with the ability to translate company goals into deliverables.
• Strong organizational skills with expertise in problem-solving, process improvement, change management, and attention to detail.
• Exceptional business partnership and communication skills.
• Familiarity with insurance core systems and financial planning tools.
• Ability to learn new systems and applications quickly, with experience in developing policy forms.
• Proficient in Microsoft 365 applications such as Teams, SharePoint, Word, Excel, PowerPoint, and Outlook.
• Desire to live Slide's Core Values.

What Slide offers to you: