Associate Director of Finance
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
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
