Director of Financial & Capital Planning & Analysis

Director, Financial Planning & Capital Analysis

Position Summary

Our client, a well-established insurance organization headquartered in New York City, is seeking a Director, Financial Planning & Capital Analysis to lead and enhance the company's financial planning, forecasting, and capital analysis capabilities. This highly visible role will partner closely with the Chief Financial Officer and executive leadership team to improve financial visibility, support strategic capital allocation decisions, and provide forward-looking financial insights across the organization.

The ideal candidate will bring a strong background in financial modeling, capital planning, and strategic analysis while helping build scalable processes, reporting tools, and infrastructure to support the continued growth of the business.

Key Responsibilities

• Lead the development and maintenance of corporate forecasting, long-range financial planning, capital planning, and balance sheet models.
• Build sophisticated financial models to support capital allocation, capital sourcing, balance sheet optimization, and other strategic initiatives.
• Analyze financial performance, capital deployment, and business initiatives to identify key trends, risks, opportunities, and performance drivers.
• Oversee forecasting and reforecasting processes, ensuring model accuracy, integrity, and alignment with key business assumptions.
• Prepare executive-level financial reporting, including actual-to-plan analysis, variance reporting, forecasting updates, and strategic recommendations for the CFO and senior leadership.
• Partner cross-functionally with accounting, finance, and business leaders to ensure alignment between financial reporting and planning activities.
• Evaluate, recommend, and implement financial systems and reporting tools to improve data integrity, reporting automation, and scalability.
• Help establish best practices, processes, and infrastructure as the financial planning and analysis function continues to evolve.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA and/or CPA preferred.
• 5+ years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Financial Modeling, Investment Banking, Private Equity, Asset Management, Insurance, or other Financial Services environments.
• Extensive experience developing complex financial models, including capital planning, balance sheet forecasting, scenario analysis, and strategic modeling.
• Experience with Python or other financial modeling/programming tools is a plus.
• Advanced financial modeling and analytical skills with the ability to transform complex data into actionable business insights.
• Experience partnering with executive leadership and influencing strategic business decisions through financial analysis.
• Strong proficiency with Excel, Power BI, and financial planning or reporting systems.
• Excellent written and verbal communication skills with the ability to present financial information to executive audiences.
• Proven ability to thrive in a fast-paced, evolving environment while building structure, processes, and scalable financial reporting capabilities.