Senior Finance Manager - FP&A Operations, Insurance

Overview

This role provides financial planning, analysis, forecasting, and management reporting support across insurance businesses within a corporate holding structure. Responsibilities include translating financial and operational performance into clear insights and recommendations for leadership, strengthening FP&A processes, reporting, and decision support.

The position is remote (US) and supports complex business issues through cross-functional partnership and sound judgment to deliver accurate, timely, actionable analysis.

Responsibilities

• Manage core FP&A operating rhythms, including the multi-year plan, annual budget, periodic forecasts, income/cash flow pacing, and performance reporting across insurance product lines and legal entities.
• Define, monitor, and interpret financial and operational KPIs; analyze results, investigate variances, identify emerging trends, and explain key drivers to internal management.
• Prepare and coordinate management reporting and executive-ready analysis, including recurring forecast packages, monthly operating review materials, and capital-related analysis as assigned.
• Partner with Controllership, Actuarial, Investments, Operations, Technology, and other stakeholders to participate in or lead functional projects, resolve data dependencies, and improve the quality of financial insights.
• Provide specialized depth in accounting, financial reporting, and FP&A; assess the quality and completeness of information, ask pertinent questions, and develop recommendations for complex or ambiguous issues.
• Support financial analysis across long-term care, structured settlements, variable annuities, and other insurance portfolios as business needs require.
• Lead or support functional projects and process-improvement initiatives to improve forecast accuracy, reporting efficiency, controls, traceability, and business decision support.
• Contribute to Finance Transformation and future-state FP&A design by documenting requirements, evaluating process and data needs, and translating business objectives into sustainable capabilities.
• Identify and apply emerging technologies, including artificial intelligence and Microsoft Copilot, to improve forecasting, variance analysis, management reporting, knowledge sharing, and decision support—promoting responsible adoption, appropriate controls, and practical business value.
• Apply business intelligence, data visualization, and advanced analytics capabilities, including Power BI and other emerging technologies, to integrate financial and operational data, automate reporting, enable drill-down analysis, and deliver trusted decision-ready insights.
• Communicate complex financial concepts clearly and influence stakeholders through fact-based analysis, practical recommendations, and concise executive-level messaging.
• Support service, quality, and timeliness objectives, particularly during close, forecast, planning, and executive reporting cycles.
• Coach and develop team members, share knowledge, and reinforce a collaborative, accountable, continuous-improvement mindset, as applicable to the final organization design.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field from an accredited university or college.
• Six or more years of progressive experience in finance, accounting, financial reporting, FP&A, or a related discipline.
• Demonstrated experience with budgeting, forecasting, variance analysis, management reporting, and financial modeling.
• Ability to analyze complex information, exercise sound judgment, and develop clear, supportable recommendations.
• Strong written and verbal communication skills, including the ability to present financial information to senior leaders and non-finance stakeholders.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications

• Insurance or financial-services industry experience, with knowledge of long-duration insurance products considered beneficial.
• Working knowledge of GAAP and statutory financial reporting, capital, and cash-flow concepts.
• Experience partnering with Actuarial, Investments, Controllership, Operations, and Technology teams.
• Experience leading projects, documenting requirements, planning work, and delivering through cross-functional teams.
• Exposure to Power BI, Microsoft Copilot, Oracle NetSuite, Hyperion, Microsoft Fabric, or comparable financial planning and analytics tools.
• Experience evaluating or applying artificial intelligence, automation, Microsoft Copilot, or other emerging technologies within finance, analytics, or business intelligence processes.
• Demonstrated ability to improve processes through automation, standardization, Lean principles, or other continuous-improvement methods.
• Adaptability and ability to execute with accuracy under tight close, forecast, and executive-reporting deadlines.
• Strong interpersonal and leadership skills, including the ability to build trust, challenge constructively, and influence without relying solely on formal authority.
• Curiosity, learning agility, attention to detail, and willingness to question existing approaches when a better solution is possible.

Compensation & Benefits

• Base pay range: $119,000.00 - 158,000.00 - 198,000.00 USD Annual.
• The specific pay offered may be influenced by factors including experience, education, and skill set.
• Eligible for an annual discretionary bonus based on a percentage of base salary/commission based on the plan.
• Expected posting close date: September 30, 2026.

Benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach; and an Employee Assistance Program with 24/7 confidential assessment, counseling, and referral services.

Retirement benefits include a 401(k) savings plan with company matching contributions and company retirement contributions, plus access to Fidelity resources and planning consultants.

Other benefits may include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.

Location

• Remote position (US)
• Relocation assistance provided: No

Additional Information

• Employment is contingent on legal authorization to work in the United States for this opening.
• Offers of employment may be conditioned upon successful completion of a drug screen (as applicable). Employees may also be subject to random and reasonable-suspicion drug and alcohol testing.
• No contract of employment is created by this document.