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Director, Financial Planning and Analysis
Director, Financial Planning and AnalysisKuvare Holdings • Des Plaines, IL, United States
Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

Kuvare Holdings • Des Plaines, IL, United States
6 days ago
Job type
  • Full-time
Job description

Director, Financial Planning and Analysis

Join Kuvare Holdings as the Director of Financial Planning and Analysis.

About Kuvare

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.

Kuvare Family of Companies

  • United Life Insurance Company
  • Guaranty Income Life Insurance Company
  • Lincoln Benefit Life
  • Kuvare Life Re
  • Ignite Partners

About The Role

The Director of Financial Analysis drives high quality analysis, reporting and story-telling for consumption by senior management and other parties. They research key findings in the financial statements for one or more of Kuvare’s business segments through drilldowns, discussions with stakeholders and assemble dynamic schedules and exhibits to tell the story. Focus on analysis and documentation of key performance indicators and explanations for deviations from expectations. They coordinate development of the Annual Financial Plans and guide junior staff. Reports to the FP&A AVP, dotted line to business segment leadership.

What You'll Do

  • Develop and maintain key analysis to be distributed to management quarterly in the form of a Management Reporting Package.
  • Identify and leverage external information such as industry publications, competitive intelligence and other benchmarks.
  • Coordinate with Actuarial, Investment Accounting, Reinsurance, and the broader Finance team to assemble an Annual Financial Plan for one or more segments.
  • Assist in the development of executive summaries and business reports to be presented to the board, rating agencies and other parties.
  • Lead or participate in periodic special projects and deep dives to explain unexpected results or significant shifts in the business or external environment.
  • Establish strong rapport with Financial Reporting teams to help drive continuous improvement in accounting and financial reporting practices.
  • Qualifications

  • Bachelor’s degree or equivalent experience in Accounting / Finance related discipline.
  • CPA and Master’s degree both strongly preferred.
  • 10+ years of progressive accounting, financial reporting and FP&A experience, with at least 3–5 years in a leadership role.
  • Strong background in the life insurance or financial services industry.
  • Proven experience with GAAP, statutory accounting and regulatory reporting.
  • The Pay Range For This Role Is

    130,000 - 160,000 USD per year (Rosemont)

    Seniority Level

    Director

    Employment Type

    Full-time

    Job Function

    Finance and Sales

    Industries

    Insurance

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    Director Financial Planning • Des Plaines, IL, United States

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