Director or Assistant Director - Planning Analytics

The Hartford•Charlotte, NC

7d•Hybrid

About The Position

The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business. This role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or a related field.
Progressive experience in financial planning & analysis, actuarial, insurance finance, or related analytical roles; level and title may vary based on experience and qualifications.
Strong foundation in financial analysis, forecasting, budgeting, variance analysis, or actuarial pricing/reserving concepts.
Advanced Excel skills and experience working with large, complex data sets
Comfort using automation, AI tools, and analytical technologies to improve efficiency, insight generation, and decision support.
Excellent analytical, problem-solving, and critical thinking skills, with strong attention to detail and commitment to quality.
Strong written and verbal communication skills, with the ability to translate technical results into business-relevant insights and influence stakeholders across functions.
Demonstrated ability to manage multiple priorities in a matrixed environment, lead through influence, and deliver under tight deadlines.

Nice To Haves

TM1, Power BI, Python, SQL, R, or similar tools are a plus.
For actuarial candidates, ACAS/FCAS, ASA/FSA, or progress toward credentialing is a plus
For finance candidates, insurance or reinsurance experience is preferred.

Responsibilities

Lead monthly, quarterly, and annual planning, forecasting, and outlook processes, incorporating premium, loss, expense, and profitability metrics.
Partner with Finance, Actuarial, Product, Underwriting, Claims, and business leaders to deliver actionable insights that support profitability, growth, and capital-related decisions.
Drive loss ratio planning, catastrophe and expense assumptions, reinsurance-related analyses, and other key inputs used in financial and actuarial decision-making.
Develop, enhance, and govern planning, pricing, and reporting tools and models to improve accuracy, consistency, and transparency of results.
Enable and perform results analysis and variance reporting versus plan, forecast, and prior-year actuals, with clear articulation of underlying business drivers.
Prepare management reporting, dashboards, and executive presentations that highlight trends, risks, opportunities, and emerging issues for senior leadership.
Coordinate, create, and disseminate Earnings Prep and Competitive Analytics materials to support the quarterly and annual Earnings processes
Research new ways to provide value to our internal partners through our planning and Earnings Prep processes
Identify and drive opportunities to automate recurring processes, improve data quality, and reduce manual effort using TM1, AI-enabled tools, Python, or other analytical solutions
Establish and maintain strong controls, documentation, and governance over models, planning processes, and recurring deliverables.
Lead the LRP Leadership Group, as well as cross-functional initiatives and special projects, including process redesign, scenario analysis, and implementation of new capabilities.
Mentor and develop team members, foster collaboration, and promote a culture of continuous improvement, accountability, and high-quality execution.