Director, Accounting and Financial Planning & Analysis

Primary Job Responsibilities

• Creates, monitors, and coordinates all accounting functions: accounts payable, payroll, general ledger, internal and external financial reporting, claims payments and recoupment, cash flow analysis, unclaimed property, budgeting/forecasting, and regulatory reporting required by regulatory agencies, external auditors, and organization management.
• Directs underwriting activities to ensure accurate rate recommendations for new and renewal groups, based on approved rating models and departmental guidelines.
• Directs business intelligence activities, including the collection, analysis, and presentation of business and financial analysis projects, and works with other departments to determine data requirements and deliver creative, data-driven visualizations and solutions supporting strategic decision-making, reporting, and marketing.
• Prepares, updates, and continuously improves the company's budget and forecasts, including the relationship between granular business drivers and financial statements. Develops and maintains budgeting, forecasting, operational planning, and modeling tools.
• Oversees and coordinates tax and regulatory reporting filings, including state tax returns, 990s, premium and franchise filings, W-2s, and 1099s, as well as quarterly and annual statutory statements and closing reports.
• Prepares and presents monthly financial reporting to senior management and the board of directors. Reviews reconciliation work papers and budget variance analyses for accuracy and completeness.
• Oversees rate development and risk evaluation processes, ensuring rating models, pricing methodologies, and underwriting policies are applied consistently and comply with departmental standards.
• Leads complex quantitative analyses to answer key strategic and operational business questions, and develops a deep understanding of business drivers to inform forecasting across all lines of business.
• Establishes policies, procedures, and controls for the effective and efficient utilization of financial resources, and coordinates cross-functional projects and initiatives.
• Interviews, hires, evaluates, and develops staff performing accounting, payroll, FP&A, underwriting, and business intelligence work, ensuring accountability for individual and team performance.
• Coordinates and directly supports annual and interim audits and regulatory financial examinations, serving as a key point of contact for external auditors regarding audits and financial statements.
• Participates in meetings with senior management on product development, pricing methodology changes, budget performance, and reporting status of various products or lines of business.
• Develops conclusions and recommendations, and packages analysis, models, and simulations into clear, audience-appropriate formats using a variety of communication, presentation, and visualization tools and techniques.
• Identifies and leads process improvement opportunities across accounting, FP&A, underwriting, and BI workstreams.
• Performs other related duties as necessary to fulfill the responsibilities described above.

Leadership Expectations

• Champions organizational values by modeling the company's mission and culture in daily decisions and interactions, and by holding self and others to those standards consistently.
• Champions operational excellence by continuously seeking opportunities to improve processes, efficiency, and quality across accounting, FP&A, underwriting, and business intelligence functions.
• Makes sound decisions by gathering relevant information, weighing risks and trade-offs, and exercising sound judgment in ambiguous or high-pressure situations.
• Holds people accountable by setting clear expectations, providing timely and constructive feedback, and ensuring staff are responsible for their commitments and results.
• Develops people by coaching, mentoring, and creating opportunities for staff to build skills, grow professionally, and advance within the organization.
• Communicates with excellence by delivering clear, accurate, and timely information to staff, peers, and executive leadership, and by adapting communication style to the audience and situation.

Minimum Qualifications