Oliver James · 2 hours ago
Senior Director of FP&A – Insurance
Dallas, TX
Full-time
Onsite
Director/Executive
8+ years expOliver James is a leading insurance organization seeking a Senior Director of Financial Planning & Analysis to oversee enterprise planning, forecasting, and performance management. This role involves partnering with senior leadership to enhance financial insights and drive decision-making across multiple insurance business units.
Staffing & Recruiting
Responsibilities
Lead the annual planning, forecasting, and strategic finance processes across all insurance lines
Deliver clear, executive-ready variance analysis and insights tied to key insurance metrics and drivers
Oversee monthly and quarterly performance reviews, partnering with executives to deepen financial visibility
Lead modernization of planning systems, including migration to Workday Adaptive, and strengthen data automation and workflow efficiency
Build scalable, tech-enabled forecasting processes that reduce manual work and improve accuracy
Enhance modeling and reporting capabilities to provide real-time, actionable intelligence to business leaders
Maintain a strong understanding of insurance operations, unit economics, and financial performance drivers
Manage and mentor an FP&A team, ensuring high-quality output and continuous development
Set priorities, define expectations, and drive process improvements across the FP&A organization
Deliver concise management reporting and executive presentations that surface risks, opportunities, and performance trends
Strengthen relationships across underwriting, claims, actuarial, finance, and other insurance functions
Qualification
Required
8+ years of finance experience within the insurance industry
Bachelor's degree in finance, accounting
Strong command of P&C and/or life insurance financial drivers, metrics, and operating models
Advanced Excel skills and strong systems aptitude
Proficiency with data visualization tools
SQL experience for large data set analysis
Experience working with large ERP systems and corporate performance management tools
Deep understanding of US GAAP and corporate finance principles
Proven ability to lead teams, influence stakeholders, and drive change
Experience building and optimizing financial processes and standardized reporting
Strong analytical mindset, attention to detail, and ability to synthesize complex information into clear recommendations
Excellent communication skills and comfort engaging with senior executives
Preferred
Workday Adaptive preferred
Company
Oliver James
At Oliver James, we deliver flexible hiring solutions tailored to your business needs across financial services, professional services, commerce & industry.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Alexia Bunker
VP - Client Partnerships
Dominic Reilly
Principal Business Partner
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