Director, Financial Planning – Analysis

The Mutual Group

. Lead the annual Member financial planning process, including production, expense, loss, cash and balance sheet planning, as well as quarterly reforecasts.

Posted 5/15/2026full-timeIowa, Kansas, Minnesota, New York • 🇺🇸 United StatesLead💰 $165,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the annual Member financial planning process, including production, expense, loss, cash and balance sheet planning, as well as quarterly reforecasts.
Ensure financial plans appropriately balance operational investment, expense discipline, and Member value.
Oversee the preparation of Member-related financial reporting and analysis, including expense allocations, by-line financials, and drivers of Member earnings.
Ensure transparency and consistency in cost allocation methodologies, in coordination with accounting and corporate actuarial.
Translate complex financial results into clear, actionable insights for Members, leadership, and internal TMG stakeholders.
Provide financial leadership and analytical support for Member-owned strategic initiatives, product and service offerings, operational improvements, and Member service enhancements.
Conduct cost-benefit analyses, ROI assessments, and financial impact modeling (including expense vs. capitalization considerations) to support informed decision-making.
Support due diligence and financial modeling related to Member related M&A activity, joint ventures, and other strategic growth opportunities.
Provide insight on financial risks and opportunities arising from strategic initiatives.
Serve as a trusted financial advisor to Member executive leadership, TMG business unit leaders, and other Member-facing teams.
Partner closely with Accounting to ensure alignment between FP&A outputs, statutory reporting, and underlying financial records.
Collaborate with Corporate Actuarial on financial projections and Member-level financial insights.
Lead and support finance transformation initiatives, including enhancements to FP&A systems, business intelligence tools, reporting automation, and planning processes.
Establish and improve financial governance, metrics, and analytical standards to strengthen decision-making and accountability.
Continuously improve data quality, reporting efficiency, and analytical rigor.
Assist in the preparation of Member-owned materials for rating agencies, regulators, auditors, and other external stakeholders, as applicable.
Provide financial analysis and support for regulatory filings and Member communications as needed.
All other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA preferred.
8+ years of progressive experience in financial planning & analysis, accounting, or related disciplines.
Strong working knowledge of statutory accounting principles; experience in P&C insurance or financial services strongly preferred.
Demonstrated experience with financial modeling, management reporting and cost allocation methodologies.
Proven ability to communicate complex financial concepts clearly to executive leadership and non-finance stakeholders.
Public accounting and/or public company experience preferred.
Member-first mindset
Strategic thinking and analytical rigor
Strong leadership, communication, and relationship management skills
Strong presence with the ability to communicate complex financial matters to TMG and Member executives, regulators, and private equity partners.
Highly analytical, disciplined, and results‑oriented.
High integrity, accountability, and attention to detail
Ability to balance strategic priorities with execution excellence
Demonstrated ability to lead, coach, and develop a high-performing team, fostering a culture of accountability, analytical rigor, and continuous improvement.
Experience with finance systems, FP&A tools, and business intelligence platforms; prior finance transformation experience a plus.

Benefits

Comp & perks

Competitive base salary plus incentive plans for eligible team members
401(K) retirement plan that includes a company match of up to 6% of your eligible salary
Free basic life and AD&D, long-term disability and short-term disability insurance
Medical, dental and vision plans to meet your unique healthcare needs
Wellness incentives
Generous time off program that includes personal, holiday and volunteer paid time off
Flexible work schedules and hybrid/remote options for eligible positions
Educational assistance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial analysisfinancial modelingcost allocation methodologiesmanagement reportingROI assessmentsexpense vs. capitalization considerationsdata quality improvementregulatory filingsstatutory accounting principles

Soft Skills

strategic thinkinganalytical rigorcommunication skillsrelationship managementleadershipaccountabilityattention to detailresults-orientedcoachingcontinuous improvement

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsCPACFAMBA