Director or Assistant Director - Planning Analytics
Core
Lead financial planning, forecasting, and performance insight for Property & Casualty insurance lines, partnering with Finance, Actuarial, and business leaders to support strategic decisions and profitability.
Role type
Director or Assistant Director, Financial Planning & Analysis (Insurance)
Builds
Monthly, quarterly, and annual planning forecasts; management dashboards; executive presentations; automated analytical tools.
Domain
Insurance (P&C), Financial Planning & Analysis, Actuarial Support
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Financial analysis, forecasting, budgeting, variance analysis, actuarial pricing/reserving concepts, data governance, process redesign, scenario analysis, team mentorship
Preferred skills
TM1, Power BI, Python, SQL, R, AI-enabled tools, automation, insurance or reinsurance experience, ACAS/FCAS/ASA/FSA credentials
Technologies
TM1, Power BI, Python, SQL, R
Responsibilities
Lead planning and forecasting processes incorporating premium, loss, expense, and profitability metrics; partner with cross-functional leaders to deliver actionable insights on profitability and capital decisions; drive loss ratio planning, catastrophe assumptions, and reinsurance analyses; develop and govern planning and reporting tools; perform variance reporting and results analysis; prepare management reporting and executive presentations; coordinate Earnings Prep and Competitive Analytics materials; identify opportunities to automate processes using AI and analytical tools; establish controls and governance over models and processes; lead cross-functional initiatives and special projects; mentor and develop team members.
Seniority
Director/Assistant Director, strategic leadership with hands-on execution