Director FP&A

Indiana Farm Bureau Insurance•Indianapolis, IN

19h

About The Position

Enterprise Financial Planning Leadership: Own the enterprise-wide financial planning framework, including annual plan, multi-year outlook, budget, and forecast cycles. Set strategic direction, governance, and standards for all planning processes. Ensure integration of business unit, Actuarial, and Investment inputs into a unified enterprise view. Align financial plans with corporate strategy, capital priorities, and risk appetite. Deliver forward-looking insights to support executive and Board-level decision making. Strategic Partnership & Executive Advisory: Serve as a key advisor to executive leadership on financial performance, risks, and opportunities. Translate operating strategies into financial implications, including profitability, capital, and growth trade-offs. Provide thought leadership on scenario planning, stress testing, and long-term financial sustainability. Support strategic initiatives including capital allocation, reinsurance strategy, and business mix optimization. FP&A Function Leadership: Lead, develop, and scale the FP&A organization, including managers and analysts. Establish a high-performing team culture focused on accountability, insight generation, and business partnership. Build organizational capability in financial modeling, analytics, and storytelling. Oversee talent strategy including succession planning and leadership development. Budgeting & Resource Allocation: Provide oversight of the enterprise budget process. Set financial targets, guardrails, and investment priorities aligned to strategy. Challenge assumptions and ensure resource allocation drives optimal enterprise outcomes. Partner with senior leaders to finalize budgets and ensure accountability for results. Financial Integration & Enterprise Economics: Own the integration of financial drivers across underwriting, distribution, expenses, Actuarial, and Investments. Ensure financial outputs reflect insurance economics, including combined ratio, earnings, surplus, and capital impact. Align planning outputs with enterprise KPIs and long-term value creation. Guide decision-making in the context of capital constraints and growth objectives. Performance Management & Reporting: Oversee enterprise performance management, including monthly and quarterly reporting. Ensure delivery of clear, consistent, and executive-level financial narratives. Drive insight generation tied to key business drivers, trends, and variances. Ensure alignment and consistency in messaging across all stakeholders. Governance, Controls & Process Excellence: Establish enterprise-wide planning and reporting governance frameworks. Ensure consistency of methodologies, assumptions, and outputs across all planning cycles. Drive continuous improvement of tools, systems, and processes to enhance speed, accuracy, and usability. Maintain strong control environment and data integrity across financial processes. Cross-Functional Leadership & Alignment: Serve as the central financial integration leader across Finance, business units, Actuarial, and Investments. Align stakeholders around a coherent financial narrative and enterprise priorities. Identify, escalate, and resolve key risks, gaps, and trade-offs. Influence decision-making at the highest levels of the organization.

Requirements

10+ years of progressive experience in FP&A, corporate finance, or related field
Proven leadership experience managing managers and building high-performing teams
Demonstrated success influencing executive leadership and driving strategic decisions
Strong expertise in enterprise financial modeling, planning processes, and performance management

Nice To Haves

Experience in insurance or financial services strongly preferred

Responsibilities

Own the enterprise-wide financial planning framework, including annual plan, multi-year outlook, budget, and forecast cycles
Set strategic direction, governance, and standards for all planning processes
Ensure integration of business unit, Actuarial, and Investment inputs into a unified enterprise view
Align financial plans with corporate strategy, capital priorities, and risk appetite
Deliver forward-looking insights to support executive and Board-level decision making
Serve as a key advisor to executive leadership on financial performance, risks, and opportunities
Translate operating strategies into financial implications, including profitability, capital, and growth trade-offs
Provide thought leadership on scenario planning, stress testing, and long-term financial sustainability
Support strategic initiatives including capital allocation, reinsurance strategy, and business mix optimization
Lead, develop, and scale the FP&A organization, including managers and analysts
Establish a high-performing team culture focused on accountability, insight generation, and business partnership
Build organizational capability in financial modeling, analytics, and storytelling
Oversee talent strategy including succession planning and leadership development
Provide oversight of the enterprise budget process
Set financial targets, guardrails, and investment priorities aligned to strategy
Challenge assumptions and ensure resource allocation drives optimal enterprise outcomes
Partner with senior leaders to finalize budgets and ensure accountability for results
Own the integration of financial drivers across underwriting, distribution, expenses, Actuarial, and Investments
Ensure financial outputs reflect insurance economics, including combined ratio, earnings, surplus, and capital impact
Align planning outputs with enterprise KPIs and long-term value creation
Guide decision-making in the context of capital constraints and growth objectives
Oversee enterprise performance management, including monthly and quarterly reporting
Ensure delivery of clear, consistent, and executive-level financial narratives
Drive insight generation tied to key business drivers, trends, and variances
Ensure alignment and consistency in messaging across all stakeholders
Establish enterprise-wide planning and reporting governance frameworks
Ensure consistency of methodologies, assumptions, and outputs across all planning cycles
Drive continuous improvement of tools, systems, and processes to enhance speed, accuracy, and usability
Maintain strong control environment and data integrity across financial processes
Serve as the central financial integration leader across Finance, business units, Actuarial, and Investments
Align stakeholders around a coherent financial narrative and enterprise priorities
Identify, escalate, and resolve key risks, gaps, and trade-offs
Influence decision-making at the highest levels of the organization