Director of Financial Planning & Analysis (FP&A)

Mutual of Enumclaw Insurance•Seattle, WA

9d•$179,900 - $218,400•Onsite

About The Position

Mutual of Enumclaw is hiring a Director of Financial Planning & Analysis (FP&A) to lead the organization’s FP&A activities. The role reports directly to the Mutual of Enumclaw Holding Company CFO, manages two Financial Analysts, and partners with company leadership on financial planning and strategy. The director will lead annual forecasting and business-plan development, help build the strategic planning roadmap, conduct industry research and analysis, and support Holding Company planning, business cases, and Board-level presentations. The team may grow as the business expands. This position is onsite in Seattle, Washington, with work in the Seattle office four days per week. Relocation assistance is available for qualified candidates. The hiring range is $179,900–$199,200, and the salary range is $179,900–$218,400. Exact compensation may vary based on skills and experience. The director will develop financial models and analysis for planning, strategic investments, new revenue and profit opportunities, and insurance-related activities. The role also involves improving FP&A tools and processes, preparing financial and operational review materials, and collaborating across business functions. The position requires prolonged periods of sitting at a desk and working on a computer, including video conferencing.

Requirements

5–10 years of progressive FP&A or corporate finance experience.
At least 2 years of people leadership experience.
Strong finance and accounting knowledge, including working knowledge of income statements, balance sheets, cash flow, and core financial principles.
Excellent analytical and problem-solving skills and strong attention to detail.
Excellent verbal and written communication skills, including the ability to present 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 the ability to manage 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 evolve.
Ability to work onsite in the Seattle office four days per week.
Bachelor’s degree in Finance, Business, Accounting, or a similar field.
Effective leadership, supervision, and interpersonal skills, including experience assigning work, coaching employees, and evaluating work performance.

Nice To Haves

Property and casualty (P&C) insurance or financial services experience is strongly preferred.
Experience with planning and business intelligence tools such as Adaptive Planning, Anaplan, or Power BI.
MBA, CPA, or CFA preferred.

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, analyze variances against plans and forecasts, improve and standardize reporting, identify important metrics and trends, and recommend corrective actions.
Support the AM Best annual review process through financial analysis and content development.
Prepare Board of Directors and executive materials, presenting financial results, plans, and investment recommendations clearly for decision-making.
Evaluate and model revenue and profit opportunities beyond traditional underwriting, including new ventures, partnerships, and acquisitions.
Continuously improve FP&A tools, data, and processes, including planning systems, automated reporting, and AI-enabled workflows.
Evaluate and prioritize strategic investments using financial analysis, 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 the team’s modeling, insurance, and analytical capabilities.
Perform other related duties as assigned.