Director, Financial Planning & Analysis, DDMA

Role Overview

The Director of Financial Planning & Analysis will lead the enterprise-wide financial planning, forecasting, and strategic analysis functions for Delta Dental of Massachusetts’ insurance operations, acting as the principal financial advisor to business unit leaders and the C-suite.

What You Will Do

Forecasting, budgeting, and financial planning, including developing driver-based forecasting models, designing scenario analysis and stress-testing models, and delivering monthly and quarterly variance analyses.

Why It Might Be a Fit

The role requires a strong understanding of insurance-specific accounting fundamentals, regulatory frameworks, and financial statements, as well as expertise in building advanced financial models and capital allocation frameworks using Excel.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a highly quantitative field
• MBA or Master’s degree in Finance or Business Administration is highly desirable
• CPA, CFA, or professional insurance designations (e.g., CPCU) are considered strong assets
• 10+ years of progressive corporate finance, FP&A, or accounting experience
• 5+ years of direct experience within the insurance sector (e.g., P&C, Life, Health, or Reinsurance)
• Proven track record leading the corporate FP&A function, including complex budgeting and driver-based forecasting
• Strong understanding of insurance-specific accounting fundamentals, regulatory frameworks, and financial statements
• Expertise in building advanced financial models and capital allocation frameworks using Excel

Benefits

• Medical, dental, and vision plans
• Generous time off including PTO
• Short and long-term disability insurance
• Competitive 401(k) savings match
• Financial planning workshops

Tagged as: Financial Modeling