AVP/Director - Financial Planning & Analysis (FP&A)
Location: New York, NY (Hybrid - 4 days in-office, 1 days remote)
Compensation: $180,000 - $220,000 + Bonus Potential
About the company:
Our client is a leading provider of reinsurance solutions for life and annuity insurers, helping companies enhance financial efficiency and strategically reallocate capital. They combine life and annuity reinsurance with a sophisticated investment strategy, leveraging deep expertise in real estate asset management alongside a balanced fixed income portfolio managed by a top global asset manager. With an A- rating and soon to be over 5 billion in assets under management, they offer innovative solutions through a well-capitalized platform designed to support long-term growth and stability.
About the Role:
Ready to take your finance career to the next level? Our Client is looking for a dynamic and strategic AVP/Director - Financial Planning & Analysis (FP&A) to join a small but high-performing team. This isn't just another finance role-this is a chance to be a key player in shaping the future of a rapidly growing company with a multi-billion-dollar growth trajectory.
What You'll Do
- Own the financial planning and analysis function, driving budgeting, forecasting, and strategic planning.
- Develop and refine corporate financial models to fuel scalable growth.
- Provide executive leadership with high-impact insights and data-driven recommendations.
- Partner with the investment team on alternative and traditional investment strategies.
- Lead financial modeling for liability management and business expansion initiatives.
- Work closely with the CFO and Controller on financial reporting, accounting strategy, and capital management.
- Play a key role in scaling the business from $2.5 billion to $5 billion in assets.
- Manage relationships with rating agencies and prepare key presentations for investors, lenders, and stakeholders.
- Craft compelling investor relations materials, decks, and strategic finance reports.
- Jump into high-impact, ad-hoc projects that drive the company's success.
Who You Are
- A financial powerhouse with 8+ years of experience in FP&A, corporate finance, or investment strategy.
- A strategic thinker with exceptional financial modeling skills and a deep understanding of corporate finance.
- Experienced in working directly with executive leadership, with a proven ability to influence high-level decision-making.
- Familiar with investment strategies, spanning alternative and traditional asset classes.
- Comfortable navigating complex financial structures, liability management, and business scaling.
- Preferably experienced in life & annuities insurance or related financial services (but we're open to stellar candidates from other backgrounds).
- A strong communicator, able to break down complex financial concepts for leadership and stakeholders.
- A detail-driven, results-oriented professional who thrives in a fast-paced, entrepreneurial environment.
- Adept at managing and analyzing large-scale financial data in Excel and financial modeling software.
- CPA, MBA, or CFA? Great. If not, but you've got the experience and skills, we still want to hear from you.
- Based in or willing to relocate to New York City with the ability to work in-office three days a week.
Why Join Us?
- Big Impact, Big Growth - Be at the forefront of a rapidly scaling business with a clear path to leadership.
- Top-Tier Compensation - Competitive salary ($180K-$240K) plus strong bonus potential.
- Collaborative & High-Caliber Team - Work alongside some of the best minds in finance and investments.
- Flexibility & Work-Life Balance - Hybrid work model with three days in-office, two days remote.
- Fast-Track Career Path - This role is built for someone with the ambition and capability to step into a CFO role in the future.
To be considered for this position, please apply using the prompts provided or contact Chris Dodds at Oliver James
