Director of Financial Planning & Analysis (FP&A)
About The Position
Mutual of Enumclaw is seeking a Director of Financial Planning & Analysis to lead the organization’s FP&A activities. Reporting directly to the Mutual of Enumclaw Holding Company CFO, this leader will manage two Financial Analysts and partner with company leadership on annual financial forecasting and planning, strategic planning, industry research and analysis, business cases, and Board-level presentations. The role supports Holding Company-level planning and evaluation of opportunities to grow revenue and profit beyond traditional insurance underwriting operations. The position is onsite in Seattle, Washington, four days per week. Relocation assistance is available for qualified candidates. The hiring range is $179,900–$199,200, and the stated salary range is $179,900–$218,400. The Director will lead, develop, and coach the analyst team, with an opportunity to grow the team as the business expands.
Requirements
- 5–10 years of progressive FP&A or corporate finance experience, including at least 2 years of people leadership.
- Bachelor’s degree in Finance, Business, Accounting, or a similar field.
- Strong finance and accounting acumen, with working knowledge of financial statements and core financial principles.
- Excellent analytical and problem-solving skills and strong attention to detail.
- Excellent verbal and written communication skills, including presenting financial information to non-financial audiences.
- Ability to leverage AI tools such as Claude or Copilot to accelerate learning, improve efficiency, and automate processes.
- Advanced proficiency in Microsoft Excel and PowerPoint, with strong financial modeling skills.
- Familiarity with GAAP and statutory (SAP) accounting concepts, and ability to apply accounting principles to an expanding business portfolio.
- Strong organizational and time-management skills, including managing multiple deadlines in a fast-paced environment.
- Comfort collaborating across time zones and cultures with onshore and offshore team members.
- Self-motivation, a continuous-learning mindset, and adaptability as business needs and priorities evolve.
- Ability to work onsite in the Seattle office four days per week.
- Effective leadership, supervision, and interpersonal skills, including assigning work, coaching employees, and evaluating performance.
Nice To Haves
- Property and casualty (P&C) insurance or financial services experience is strongly preferred.
- Experience with planning and BI tools such as Adaptive Planning, Anaplan, or Power BI.
- MBA, CPA, or CFA.
Responsibilities
- Drive annual financial forecasting and planning using key business drivers, and lead business plan development.
- Own monthly financial and operational review packages and processes, including variance analysis against plan and forecast; improve and standardize materials to surface key metrics, trends, and drivers and recommend corrective actions.
- Support the AM Best annual review through financial analysis and content development.
- Prepare Board of Directors and executive materials that present financial results, plans, and investment recommendations clearly for decision-making.
- Evaluate and model new revenue and profit opportunities beyond traditional underwriting, including new ventures, partnerships, and acquisitions.
- Improve and upgrade FP&A tools, data, and processes, including planning systems, automated reporting, and AI-enabled workflows.
- Evaluate and prioritize strategic investments through financial analysis, including business cases, NPV, IRR, and scenario modeling.
- Provide strategic FP&A support for long-range planning, capital and investment analysis, M&A due diligence, and interpretation of insurance-specific metrics.
- Build and maintain financial models and spreadsheets for planning, trend analysis, and scenario evaluation, including support for Investment Management and Reinsurance strategy.
- Collaborate with Product Management, Actuarial, HR, Claims, and IT on special projects and strategic initiatives.
- Lead, develop, and coach two Financial Analysts; set priorities, review work, and build team capabilities in modeling, insurance, and analysis.
- Perform other related duties as assigned.
Benefits
- Relocation assistance is available for qualified candidates.
- The posting refers to a total rewards package and benefits and perks, but does not specify individual benefits.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
