Director or Assistant Director - Planning Analytics

Overview

A leading organization in the Finance & Insurance sector is seeking a Director or Assistant Director of Planning Analytics. This role focuses on integrating data, AI-enabled capabilities, and scalable technology delivery to support financial planning and analysis. The position involves partnering with business, technical, and operational stakeholders to develop reporting, identify trends, and translate analysis into actionable insights within a regulated financial services environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Compensation: $110,800 – $203,400 annually

Responsibilities

• Lead monthly, quarterly, and annual financial planning and forecasting processes
• Collaborate with Finance and business leaders to generate actionable insights for profitability and growth
• Perform analyses related to loss ratios, catastrophe assumptions, and reinsurance scenarios
• Improve planning and reporting tools to enhance accuracy and transparency
• Conduct variance analysis and communicate results to stakeholders, highlighting key business drivers
• Prepare management reports and executive presentations for senior leadership
• Coordinate and distribute materials for quarterly and annual Earnings processes

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or a related field
• Progressive experience in financial planning & analysis, actuarial, insurance finance, or related analytical roles
• Strong foundation in financial analysis, forecasting, budgeting, and actuarial pricing concepts
• Advanced Excel skills with experience handling large data sets
• Familiarity with TM1, Power BI, Python, SQL, or R is advantageous
• Comfortable working with automation, AI tools, and analytical technologies to enhance decision support
• Excellent analytical, problem-solving, and critical thinking skills with strong attention to detail
• Effective communication skills to present technical insights to diverse audiences

Preferred Skills and Experience

• Experience with financial planning tools, actuarial pricing tools, ETL tools, and data visualization frameworks
• Knowledge of cloud-based analytics platforms, machine learning algorithms, and data governance frameworks
• Professional actuarial designations such as ACAS, FCAS, ASA, or FSA are a plus

Benefits

• Hybrid work arrangement with options for in-office or remote work
• Opportunities for professional development and mentoring
• Access to advanced analytical tools and technologies
• Participation in cross-functional projects influencing company strategy
• Supportive team culture focused on continuous improvement and accountability

The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but bring valuable backgrounds and perspectives.