Head of FP&A - Insurance Sector

Korn Ferry has partnered with our insurance client in their search for their next Head of FP&A.

The Opportunity

This is an exciting opportunity to join a financially stable, service-oriented organization poised for growth and regional expansion.

Note:

This role would be in the office 3 days a week.

Candidates must be currently located or willing to relocate to the Milwaukee / Green Bay metropolitan area

Reporting to the CFO and leading a mid-sized team, the Head of FP&A will be a strategic partner to finance and business line leaders to support current operations as well as longer term growth initiatives through planning and analysis, investment accounting and treasury as well as ensuring systems and operations are functioning at optimum levels.

They will be a strategic partner, helping to set the vision and drive innovation within the finance team and throughout the organization.

Key Responsibilities:

• Analyze, evaluate, and create material related to financial-oriented requests from the board of directors, including earnings trends, budget performance, detailed financial budget, valuations, and capital planning.
• Provide strategic insights and recommendations to senior management based on financial analysis, scenario modeling, and sensitivity analysis.
• Collaborate with business partners to assess the financial impact of business decisions and initiatives, ensuring alignment with corporate strategy.
• Oversee the preparation and analysis of financial statements, business activity reports, financial position forecasts, annual budgets and reports required by internal and external stakeholders ensuring conformance to reporting and/or regulatory compliance requirements.
• Continue to identify and drive process and technology improvements for productivity, improved business insights, and leveraging team for growth.

The Candidate

The ideal candidate has a proven track record in leading Finance and FP&A teams within the Insurance sector, ideally with an emphasis on P&C lines.

With at least a bachelor’s degree in accounting, they will possess in-depth knowledge and understanding of financial reporting, budgeting, financial analysis and accounting controls. finance applications, systems and workflows. A CPA or CMA, while not required, is strongly preferred.