Director of Financial Planning & Analysis

Talcott Financial Group* is an international life insurance company committed to providing comprehensive risk solutions to its customers. Whether it’s providing peace of mind for policyholders approaching retirement, or helping insurers solve complex risk and capital challenges, Talcott delivers practical solutions that support long-term stability for policyholders and clients.
Talcott offers the strength of an established organization with the mindset and approach of a modern platform. The enterprise is supported by a proven track record of well-executed transactions, investment-grade financial strength ratings, and strong financial position, with over $136 billion in assets under management. Talcott also benefits from a strategic partnership with Sixth Street, a leading global investment firm managing over $135 billion in assets.

Talcott’s approach to business is disciplined, transparent, and multi-channel, spanning retail annuities, block and flow reinsurance, and legal entity acquisitions. We have offices in Bermuda, the Cayman Islands, Connecticut, New York, and North Carolina.

Overview
The Financial Planning and Analysis (FP&A) team plays a central role in shaping the company’s strategic and financial direction. Working closely with the Chief Financial Officer, Treasurer, and senior executive leadership, the team delivers financial insights, evaluates strategic initiatives, and develops analyses that support key business decisions.

This is an opportunity for a highly motivated finance professional who thrives in a fast-paced, analytical environment. The ideal candidate will have a strong understanding of the life insurance and annuity industry, be capable of making an immediate impact, and have the ability to independently lead complex projects from concept through execution. The role offers significant visibility across the organization, including regular interaction with executive leadership, regulators, rating agencies, lenders, and ownership.

While this is a Director-level position, it is intentionally hands-on. We are seeking an experienced professional who enjoys building financial models, performing rigorous analysis, solving complex problems, and driving outcomes – not someone looking to solely manage people or processes.

Responsibilities

• Lead complex financial analyses to evaluate business performance, profitability, capital deployment, and strategic initiatives, providing actionable insights to senior leadership
• Develop, maintain, and enhance integrated three-statement financial models supporting valuation, long-term planning, capital management, forecasting, and strategic decision-making
• Support the enterprise financial projections across US, Bermuda, and Cayman insurance entities, partnering cross-functionally to deliver accurate and timely outlooks
• Perform quantitative analysis of financial, actuarial, investment, and capital data to identify key business drivers, emerging trends, and risks
• Prepare executive-level presentations, board materials, and financial reporting for senior management, regulators, lenders, rating agencies, investors, and other external stakeholders
• Produce management-view financial statements and executive reporting packages that provide meaningful insights into financial performance and capital position
• Partner with corporate development, investments, actuarial, treasury, accounting, and business leaders to evaluate M&A opportunities, block/flow reinsurance, funding agreements, retail business, and other strategic growth initiatives
• Support financial integration of new business into the company’s forecasting, planning, reporting, and capital management processes
• Manage and enhance financial data infrastructure, reporting, and analytics, within Microsoft Fabric, improving data quality, automation, scalability, and reporting efficiency
• Drive process improvements across forecasting, reporting, and financial planning by identifying automation opportunities and implementing best practices
• Present analyses and recommendations directly to senior leadership, translating complex financial and actuarial concepts into concise, decision-ready insights
• Independently lead high-impact, cross functional projects from initial concept through implementation, exercising sound judgement and requiring minimal day-to-day oversight
• Perform ad-hoc financial analyses to support executive decision-making, capital allocation, business planning, and emerging strategic priorities
• Mentor junior team members by providing technical guidance, reviewing analyses, and fostering best practices while remaining actively engaged in hands-on analytical work

Qualifications

• 8+ years of progressive experience in FP&A, corporate finance, actuarial, valuation, insurance finance, or a related field
• Prior experience within life insurance and annuity industry is strongly preferred, with a solid understanding of insurance financial statements, capital management, reserving, reinsurance, and financial forecasting
• Excellent written and verbal communication skills, with the ability to translate complex financial and actuarial concepts into clear, concise, and actionable recommendations
• Demonstrated ability to independently lead complex projects and deliver results with minimal direction
• Strong financial modeling, forecasting, and analytical skills with exceptional attention to detail
• Experience preparing executive presentations and communicating financial results and recommendations to senior leadership
• Proven ability to manage multiple priorities simultaneously while delivering high quality work in a fast-paced, deadline-driven environment
• Advanced proficiency in Microsoft Excel; experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is a plus
• Proven ability to balance strategic thinking with a willingness to dive into detailed analysis and execution
• Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, Mathematics, or a related discipline; CFA, FSA, CPA, or MBA is a plus

Compensation:

This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott’s total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives and recognition.

*This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.

**Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html