Senior Director, Fp&a - Wealth & Annuities

D&D Insurance Agency Inc

Not specified
10+ years fp&a experience
3-5 years team management
Power bi or tableau proficiency
D&D Insurance Agency Inc is seeking a Senior Director of FP&A to lead its financial planning and analysis team, focusing on budgeting, forecasting, and management reporting. The ideal candidate will have extensive experience in FP&A and team management, with strong analytical and presentation skills

Job Summary

  • The role involves leading a team of FP&A managers and analysts to drive financial planning, forecasting, and consolidated management reporting for the Wealth division.
  • Candidates will act as trusted advisors to senior leadership, developing business cases and scenario analyses to support cost management and growth initiatives across ~10 business units.
  • Integrity offers a family-like environment with competitive compensation and opportunities for professional acceleration within a hyper-growth insurtech company.

Matching Summary

Match Score: 85

D&D Insurance Agency Inc is seeking a Senior Director of FP&A to lead its financial planning and analysis team, focusing on budgeting, forecasting, and management reporting. The ideal candidate will have extensive experience in FP&A and team management, with strong analytical and presentation skills.

Skills & Requirements

Must-have

  • 10+ years FP&A experience
  • 3-5 years team management
  • Power BI or Tableau proficiency
  • OneStream or Oracle EPM expertise
  • Executive presentation skills
  • Complex financial modeling

Nice-to-have

  • Cross-functional collaboration
  • Process automation initiatives
  • Strategic business partnership
  • High-performance culture focus

Key Requirements

  • Bachelor's degree in Business, Accounting, Finance, or Economics
  • Over 10 years of experience in FP&A
  • 3-5 years of direct people management experience

Work Rights

Not specified

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