Director or Assistant Director - Planning Analytics

Reposted 5 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
111K-203K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead planning, forecasting, and performance analysis for P&C lines; partner with finance, actuarial, and business leaders to provide insights, govern models, automate processes, and prepare executive reporting. Drive assumptions for loss ratios, catastrophes, reinsurance analyses, and earnings prep while mentoring a team and implementing analytics and AI-enabled improvements.
Summary Generated by Built In
Dir Fin Analysis Rptg - FF06AEAD Financial Analysis - FF07AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.          

The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business. This role partners closely with Finance,  Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

Responsibilities include:

  • Lead monthly, quarterly, and annual planning, forecasting, and outlook processes, incorporating premium, loss, expense, and profitability metrics.

  • Partner with Finance, Actuarial, Product, Underwriting, Claims, and business leaders to deliver actionable insights that support profitability, growth, and capital-related decisions.

  • Drive loss ratio planning, catastrophe and expense assumptions, reinsurance-related analyses, and other key inputs used in financial and actuarial decision-making.

  • Develop, enhance, and govern planning, pricing, and reporting tools and models to improve accuracy, consistency, and transparency of results.

  • Enable and perform results analysis and variance reporting versus plan, forecast, and prior-year actuals, with clear articulation of underlying business drivers.

  • Prepare management reporting, dashboards, and executive presentations that highlight trends, risks, opportunities, and emerging issues for senior leadership.

  • Coordinate, create, and disseminate Earnings Prep and Competitive Analytics materials to support the quarterly and annual Earnings processes

  • Research new ways to provide value to our internal partners through our planning and Earnings Prep processes

  • Identify and drive opportunities to automate recurring processes, improve data quality, and reduce manual effort using TM1, AI-enabled tools, Python, or other analytical solutions

  • Establish and maintain strong controls, documentation, and governance over models, planning processes, and recurring deliverables.

  • Lead the LRP Leadership Group, as well as cross-functional initiatives and special projects, including process redesign, scenario analysis, and implementation of new capabilities.

  • Mentor and develop team members, foster collaboration, and promote a culture of continuous improvement, accountability, and high-quality execution.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or a related field.

  • Progressive experience in financial planning & analysis, actuarial, insurance finance, or related analytical roles; level and title may vary based on experience and qualifications.

  • Strong foundation in financial analysis, forecasting, budgeting, variance analysis, or actuarial pricing/reserving concepts.

  • Advanced Excel skills and experience working with large, complex data sets; TM1, Power BI, Python, SQL, R, or similar tools are a plus.

  • Comfort using automation, AI tools, and analytical technologies to improve efficiency, insight generation, and decision support.

  • Excellent analytical, problem-solving, and critical thinking skills, with strong attention to detail and commitment to quality.

  • Strong written and verbal communication skills, with the ability to translate technical results into business-relevant insights and influence stakeholders across functions.

  • Demonstrated ability to manage multiple priorities in a matrixed environment, lead through influence, and deliver under tight deadlines.

  • For actuarial candidates, ACAS/FCAS, ASA/FSA, or progress toward credentialing is a plus; for finance candidates, insurance or reinsurance experience is preferred.

Work Arrangement:
This role can have a Hybrid work arrangement in hub offices located in Hartford CT, Chicago, IL, or Charlotte, NC.  Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday).   Candidates who do not live near an office may be considered for a remote work arrangement with occasional travel.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$110,800 - $203,400

The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, or related field.
  • Progressive experience in financial planning & analysis, actuarial, insurance finance, or related analytical roles.
  • Strong foundation in financial analysis, forecasting, budgeting, variance analysis, or actuarial pricing/reserving concepts.
  • Advanced Excel skills and experience working with large, complex data sets.
  • Experience with TM1 (planning/forecasting tool).
  • Experience with Power BI.
  • Experience with Python.
  • Experience with SQL.
  • Experience with R.
  • Comfort using automation and AI-enabled tools to improve efficiency and decision support.
  • Excellent analytical, problem-solving, and critical thinking skills with attention to quality.
  • Strong written and verbal communication skills; ability to translate technical results into business insights and influence stakeholders.
  • Ability to manage multiple priorities in a matrixed environment, lead through influence, and deliver under tight deadlines.
  • Establish and maintain controls, documentation, and governance over models and planning processes.
  • Actuarial credentials (ACAS/FCAS, ASA/FSA) or progress toward credentialing.
  • Insurance or reinsurance experience.

The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Hartford Financial Services Group, Inc. and has not been reviewed or approved by The Hartford Financial Services Group, Inc..

  • Retirement Support A 401(k) with matching plus an additional company contribution, alongside an employee stock purchase plan and no‑cost financial planning, signals robust long‑term savings support. HSAs/FSAs and related financial tools further strengthen overall financial well‑being.
  • Leave & Time Off Breadth At least 25 days of PTO to start, options to buy or roll over time, and paid parental leave indicate broad time‑off support. Paid leave for organ and bone marrow donation and generous disability coverage extend protection for significant life events.
  • Healthcare Strength Multiple medical, dental, and vision options with the company covering most medical and dental premiums reflect strong core health coverage. Wellness programs, fitness reimbursements, well‑being credits, and accessible behavioral health services expand depth and accessibility.

The Hartford Financial Services Group, Inc. Insights

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The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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