Manager, Financial Planning and Analysis

Our Client is an acquisitive, established/entrepreneurial, Life & Annuity carrier that is planning to go public. The carrier encourages associates to take a holistic view of the business and because of its mid-size, associates get involved in much and become part of the fabric of supporting the continued scale up of this carrier while coming away with a real understanding of how the business works. Great place to move the needle and make an impact.

The carrier is led by a CEO and an investor team who have extensive expertise in insurance and who are well known and well-respected leaders in the life & annuity space. The carrier, through its member companies and agent/broker distribution network has over 250,000+ policies, provides $13+ billion in coverage and is A rated. Their mission is to provide their customers and their families life insurance, asset accumulation and supplemental health products to help them achieve their goals.

The Position: Manager of Financial Planning and Analysis

Job Summary:

Reporting to the CFO, the Manager of Financial Planning & Analysis will be a key position in preparing the carrier to go public and will be part of a Finance department that is responsible for decisions around strategic capital deployment, expense management, tax, treasury, audit, rating agency processes as well as finance board presentations.

Major Duties and Responsibilities:

• Support Expense and capital management to greater proactive stance

• Focus on SEC readiness for MD&A and future road show presentations


• Assist the rating agency prep and relationship management


• Help map out plan vs actual presentations that contextualize the drivers across key metrics


• Help build out better contextualized Board & Audit Committee Decks


• Assist in developing Financial Supplement for 144A/IPO readiness


• Assist in developing Future deck for investor relations


• Improve Rating agency decks


• Ad-hoc Decks for Debt providers


• Other presentations as needed.

Job Qualifications:

• Undergraduate degree in accounting/finance required


• Certified Public Accountant or MBA with 5-8 + years of Financial Reporting and FP&A experience


• Reinsurance and experience with previous growth companies in life and annuities products preferred


• Proficiency in GAAP public MD&A requirements a plus


• Strong communication and interpersonal skills with the ability to work effectively with various stakeholders, including senior management, internal functional partners and counterparties


• Organized, reliable, detail-oriented, and motivated to support teams in delivering timely results and quality work products.


• Entrepreneurial and growth mindset, with a bias towards action and details