Independence Pet Holdings
Director of Financial Planning and Analysis
Independence Pet Holdings, New York, New York, us, 10261
Overview
Director of Financial Planning and Analysis (FP&A) with deep expertise in the insurance industry, particularly in RBC and BCAR frameworks. This leadership role will oversee the FP&A function, guiding financial strategy, capital planning, and performance analytics to support executive decision-making and ensure regulatory and rating agency compliance. Job Location:
Hybrid – New York, Midtown Pay Range:
$170,000 to $190,000, plus bonus Main Responsibilities
Lead the FP&A function, including budgeting, forecasting, long-range planning, and performance analysis across the enterprise. Model, assist and advise strategic capital planning initiatives, including RBC and BCAR modeling, scenario analysis, and capital optimization strategies. Oversee the development of financial models and dashboards to support real-time decision-making and strategic planning. Serve as a key liaison with regulators, rating agencies, and auditors on capital adequacy and financial performance matters. Present financial insights and recommendations to the VP Finance, Board of Directors, and executive committees. Monitor industry trends, regulatory developments, and rating agency methodologies to proactively manage capital strategy. Mentor and develop a high-performing FP&A team, fostering a culture of analytical excellence and continuous improvement. Exposure to executive leadership to evaluate business performance, investment opportunities, and risk-adjusted returns. Collaborate with actuarial, underwriting, and enterprise risk management teams to assess capital adequacy and solvency. Drive continuous improvement by leveraging technology to design and implement solutions that reimagine processes and change how they work. Provide framework to evaluate opportunities for growth, expansion, and new revenue streams. Designs and develops models for forecasting, data allocation, and decision support for partnerships and investments. Qualifications
Bachelor’s degree in Finance, Accounting, Actuarial Science, or a related field; MBA, CPA, or CFA strongly preferred. 10+ years of progressive FP&A or financial leadership experience within the insurance industry. Demonstrated expertise in RBC, BCAR, and capital adequacy frameworks. Proven track record of influencing executive decision-making through financial insights and strategic analysis. Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, SQL). Deep understanding of statutory accounting principles and insurance financial statements. Exceptional leadership, communication, and stakeholder management skills. Preferred Qualifications
Experience with NAIC reporting, AM Best rating processes, and regulatory capital filings. Familiarity with reinsurance structures and their impact on capital and solvency. Proficiency with enterprise performance management (EPM) platforms such as Anaplan, Adaptive Insights, or Hyperion. Seniority level
Director Employment type
Full-time Job function
Finance Industries
Insurance
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Director of Financial Planning and Analysis (FP&A) with deep expertise in the insurance industry, particularly in RBC and BCAR frameworks. This leadership role will oversee the FP&A function, guiding financial strategy, capital planning, and performance analytics to support executive decision-making and ensure regulatory and rating agency compliance. Job Location:
Hybrid – New York, Midtown Pay Range:
$170,000 to $190,000, plus bonus Main Responsibilities
Lead the FP&A function, including budgeting, forecasting, long-range planning, and performance analysis across the enterprise. Model, assist and advise strategic capital planning initiatives, including RBC and BCAR modeling, scenario analysis, and capital optimization strategies. Oversee the development of financial models and dashboards to support real-time decision-making and strategic planning. Serve as a key liaison with regulators, rating agencies, and auditors on capital adequacy and financial performance matters. Present financial insights and recommendations to the VP Finance, Board of Directors, and executive committees. Monitor industry trends, regulatory developments, and rating agency methodologies to proactively manage capital strategy. Mentor and develop a high-performing FP&A team, fostering a culture of analytical excellence and continuous improvement. Exposure to executive leadership to evaluate business performance, investment opportunities, and risk-adjusted returns. Collaborate with actuarial, underwriting, and enterprise risk management teams to assess capital adequacy and solvency. Drive continuous improvement by leveraging technology to design and implement solutions that reimagine processes and change how they work. Provide framework to evaluate opportunities for growth, expansion, and new revenue streams. Designs and develops models for forecasting, data allocation, and decision support for partnerships and investments. Qualifications
Bachelor’s degree in Finance, Accounting, Actuarial Science, or a related field; MBA, CPA, or CFA strongly preferred. 10+ years of progressive FP&A or financial leadership experience within the insurance industry. Demonstrated expertise in RBC, BCAR, and capital adequacy frameworks. Proven track record of influencing executive decision-making through financial insights and strategic analysis. Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, SQL). Deep understanding of statutory accounting principles and insurance financial statements. Exceptional leadership, communication, and stakeholder management skills. Preferred Qualifications
Experience with NAIC reporting, AM Best rating processes, and regulatory capital filings. Familiarity with reinsurance structures and their impact on capital and solvency. Proficiency with enterprise performance management (EPM) platforms such as Anaplan, Adaptive Insights, or Hyperion. Seniority level
Director Employment type
Full-time Job function
Finance Industries
Insurance
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