Financial Planning and Analysis – Senior Advisor

Financial Planning and Analysis – Senior Advisor

Financial Planning and Analysis – Senior Advisor

Accentuate Staffing is currently recruiting for a Financial Planning and Analysis – Senior Advisor for a global insurance company in Raleigh, NC This specialized role reports directly to the Vice President.  The role focuses on executing strategic initiatives, applying analytical approaches to decision-making and strategic growth, and facilitating communication across departments.

Responsibilities:

  • Develop and lead initiatives that support company’s strategic goals to provide measurable and exceptional results
  • Identify, analyze, manage, and develop solutions to optimize the execution of company strategy
  • Develop, execute, and manage the reinsurance strategy and roadmap
  • Lead and coordinate strategic projects, ensuring timely delivery and alignment with organizational objectives
  • Develop analytics and financial modeling tools to support business analysis
  • Establish clear lines of responsibility and develop performance goals that align with the overall business goals
  • Establish and manage KPI’s and metrics to ensure all business functions meet company expectations; proactively drive awareness and knowledge of needs, gaps, and current successes
  • Lead the team’s preparation for key meetings and communications, including preparing in-depth analysis and presentation materials for review with the Board & Senior Leadership Team and corporate risk, investment, and capital committees
  • Oversee end-to-end project life cycles, from initial analysis through execution and post-project assessment
  • Develop and implement day-to-day management and governance routines for technical reviews, pipeline/business reviews, risk metrics reviews, and operational, insurance, and credit risk assessments
  • Manage relationships with key stakeholders; communicate regularly with cross-functional teams and leadership to ensure alignment and to drive future results
  • Closely partner with various roles across the organization to create solutions for process improvement and new tool implementation
  • Ensure integrated and aligned functional strategy development and execution; work across the organization and key partners to incorporate external views and perspectives
  • Build and maintain effective relationships with external parties (e.g., regulators, rating agencies, distributors, industry thought leaders)
  • Facilitate forward-looking discussions and decision-making while fostering a positive, engaged work environment and culture

Requirements:

  • Bachelor’s degree required; MBA and/or CFA preferred
  • 8+ years of financial services, insurance, banking, or structured experience
  • Previous reinsurance or insurance industry experience
  • Proven experience with analytics and financial modeling tools to support multi-scenario analysis, allowing evaluation of multiple outcomes based on different assumptions and variables to help prepare for best-case, worst-case, and most likely scenarios, thereby enhancing strategic planning and risk management capabilities
  • Demonstrated ability to develop, lead, and manage multiple concurrent cross-functional projects and initiatives while continuing to meet deadlines
  • Experience with project management tools and methodologies
  • Exceptional attention to detail and proven ability to influence change in a dynamic environment
  • Excellent written and verbal communication and presentation skills
  • Strong ability to be open to different views, provide recommendations, and defend position to senior executives
  • Ability to influence in absence of formal reporting relationships
  • Improvement mindset with ability to translate business objectives into actionable tasks
  • Strategic thinker with the ability to execute tactically
  • Exceptional administration and operational execution skills

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