Associate Director of Finance

Job Summary

A company is looking for an Associate Director, Financial Planning & Analysis.

Key Responsibilities

• Analyze financial performance and key performance indicators (KPIs) for the life and annuity business
• Prepare financial reports and dashboards for senior management and stakeholders
• Collaborate with cross-functional teams to provide financial analysis and support investor relations activities

Required Qualifications

• Bachelor's degree in accounting, finance, or a related field
• CPA or other relevant industry credentials preferred
• 5+ years of experience with insurance financials, preferably in life and annuity
• Proficiency in Microsoft Excel, PowerPoint, and experience with PowerBI or SQL
• Knowledge of insurance accounting principles and familiarity with SEC reporting requirements