Remote AVP Financial Planning & Analysis

Summary

Join a purpose-driven company passionate about educators as an experienced Assistant Vice President (AVP) of Financial Planning & Analysis. This role will lead the FP&A function, shaping financial strategies, supporting senior management in decision-making, and driving operational efficiencies.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
• 8+ years of progressive experience in financial planning and analysis, preferably within the insurance or financial services industry
• Strong analytical, strategic thinking, and problem-solving skills with a deep understanding of financial modeling and forecasting
• Proficiency in financial systems (e.g., Hyperion, SAP, Anaplan) and advanced Excel skills
• Exceptional leadership, communication, and interpersonal skills with the ability to influence and build partnerships across all organizational levels
• Demonstrated ability to manage and prioritize multiple projects in a fast-paced, dynamic environment

Responsibilities

• Lead the development and execution of long-term financial plans, working closely with the executive leadership team to align financial strategies with business goals
• Provide insights into industry trends, economic factors, and competitive dynamics that impact the company’s financial outlook
• Support M&A activities and financial due diligence as needed, ensuring alignment with company growth objectives
• Oversee the budgeting, forecasting, and financial planning processes to deliver accurate and timely financial projections
• Develop, analyze, and present monthly, quarterly, and annual financial results, variances, and forecasts to senior management
• Ensure accurate revenue, expense, and capital projections to align with company goals and objectives
• Drive in-depth financial analysis to identify trends, measure performance, and highlight potential risks and opportunities for the company
• Develop and maintain KPIs, dashboards, and management reporting to track financial and operational performance
• Partner with other business units to develop financial models, scenario analysis, and financial decision-making tools
• Collaborate with other departments, including actuarial, underwriting, claims, and IT, to support financial decision-making and ensure alignment with overall business strategies
• Act as a trusted advisor to operational leaders by providing financial insights and recommendations
• Lead, mentor, and develop a high-performing FP&A team, fostering a culture of accountability, continuous improvement, and professional growth
• Oversee team projects, workloads, and deliverables to ensure high-quality results aligned with the company’s strategic priorities