AVP FP&A

AVP FP&A | Virginia

Oliver James is partnering with an insurance carrier to appoint a
AVP FP&A | Virginia

Oliver James is partnering with an insurance carrier to appoint a an AVP of FP&A into a newly created position within their finance team.

The business writes approximately $200m in annual premium , operates across all 50 states and has around 200 employees nationally. The majority of their business sits within Term Life, alongside A&H, with further growth and product expansion actively being explored.

Reporting directly to the CFO, this individual will take ownership of budgeting, forecasting and corporate planning , working closely with senior stakeholders across the organization.

The Role

This is very much a working manager position. They need someone who can own and drive the FP&A process while remaining hands-on with the detail.

Responsibilities Will Include

Own budgeting, forecasting and corporate planning
Partner with the CFO and senior leaders across the business
Produce financial analysis to support strategic decision-making
Improve existing planning and forecasting processes
Take proactive ownership of the FP&A function and drive the process forward

Background

They are looking for someone with 10+ years of FP&A / Corporate Finance experience who has previously owned a budgeting and forecasting process.

Insurance experience would be preferred, particularly Life Insurance , although P&C, Health and broader Financial Services backgrounds will be considered.

The key is someone who is proactive, comfortable taking ownership and capable of operating in a hands-on environment.

Experience with Prophix would be beneficial but isn’t essential.

Why Consider It?

This is a newly created position within a finance team of approximately 13 people and provides significant exposure directly to the CFO. For someone looking to join a smaller insurance organization where they can genuinely own the FP&A process and have visibility across the business, it’s an interesting opportunity.

Relocation support may be considered for candidates with particularly relevant Insurance experience.

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