VP, Financial Planning & Analysis

Aspida Financial Services LLC•Durham, NC

16h•Hybrid

About The Position

Aspida is seeking a strategic and analytically driven Vice President of Financial Planning & Analysis to lead enterprise-wide financial planning, forecasting, and performance analysis. This role is critical to shaping Aspida’s financial strategy, supporting executive decision-making, and driving operational excellence across the organization. This role reports to the Deputy Chief Financial Officer and is required to be onsite at our Durham office 3 days a week.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
Minimum of 10 years of progressive experience in life/annuity insurance FP&A (or related finance function), with at least 5 years in a management/leadership role.
Proven track record of strategic financial leadership in a high-growth or insurance/financial services environment.
Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, Adaptive Insights).
Strong communication and presentation skills, with the ability to influence senior stakeholders.
Experience working with cross-functional teams and managing complex projects
Collaborative approach based on the ability to listen and value others’ opinions

Nice To Haves

MBA / CPA / CFA
Relevant finance experience in asset manager-backed life insurer
Experience with investor reporting and modeling

Responsibilities

Mentor and develop a high-performing FP&A team, fostering a culture of accountability and innovation
Collaborate with Controllership, Treasury, and Strategy teams to ensure alignment and transparency in financial operations
Oversee monthly and quarterly financial reporting, including variance analysis and executive dashboards
Monitor the achievement of business performance, highlighting risks and opportunities and assist in formulating plans to address these
Point person for Rating Agencies, including annual ratings process and quarterly updates
Own process for developing financial presentations and present financial insights and recommendations to the executive team and board of directors
Responsible for all internal financial communication across the Aspida Group (e.g. results presentations, Town Hall meetings, etc.)
Partner with senior leadership to evaluate strategic initiatives, capital deployment, and investment decisions
Lead the development of annual budgets, long-range financial plans, and rolling forecasts across all business units, including required capital
Oversee capital management function to drive efficient use and cost of capital
Provide financial modeling and scenario analysis to support M&A, product launches, and market expansion
Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy, efficiency, and insight
Drive expense management disciplines and achieving expense targets