Director, FP&A (Quantitative)-Top Tier Financial Services Organization!

We're partnering with a highly respected financial services organization seeking a Director of FP&A to lead income statement forecasting, legal entity projections, and cross-functional financial planning initiatives and make an immediate impact.

You’ll influence enterprise-wide financial strategy, help shape capital and forecasting decisions, and serve as a trusted business partner to senior leadership

$210-$250K Total Comp (base + full annual bonus)*Relocation Assistance Provided*

This is a highly visible leadership role where you’ll work alongside Capital, Tax, Accounting, Treasury, Actuarial, and Executive Finance leaders to influence critical business decisions.

Responsibilities

• Lead income statement and legal entity forecasting across a complex financial services organization.
• Drive financial projections supporting capital planning, tax forecasting, and strategic decision-making.
• Analyze forecast assumptions, run rates, emerging trends, and actual-to-forecast performance.
• Partner with Accounting, Treasury, Tax, Capital, and Actuarial teams to ensure consistency across financial projections.
• Identify key risks, opportunities, and business drivers while presenting actionable insights to senior leadership.
• Strengthen forecasting processes, governance, and financial controls.
• Lead and mentor a Senior Financial Analyst while helping elevate the FP&A function.

Qualifications

• 8+ years of progressive experience in FP&A, actuarial, accounting, consulting, or strategic finance.
• Strong knowledge of statutory reporting, legal entity forecasting and capital planning
• Experience within asset-intensive financial services environments.
• Strong analytical skills with the ability to translate complex financial data into executive-level insights.
• A collaborative leadership style with experience partnering across Finance, Tax, Treasury, Accounting, Capital, and Actuarial teams.
• CPA, CFA, ASA/FSA, MBA, or other advanced credentials are highly valued.

#J-18808-Ljbffr