Position Overview
Our client, a leading financial services organization, is seeking an experienced Senior FP&A Consultant to provide hands-on financial planning and analysis support within a large, complex Finance organization.
The consultant will assume meaningful business-as-usual FP&A responsibilities, helping create additional capacity within the existing Finance team while internal resources support broader modernization initiatives.
This is fundamentally an execution-oriented FP&A role, not a Finance transformation consulting position. The successful candidate should be able to enter an established Finance environment, quickly understand the business and existing planning processes, and independently contribute across forecasting, projections, analysis, reporting, and management support.
Key Responsibilities
- Provide hands-on FP&A support for one or more business areas within a complex life insurance organization.
- Develop and maintain financial forecasts, projections, budgets, and management reporting.
- Analyze actual results against forecast, plan, and prior periods and identify key drivers of performance.
- Perform variance, trend, and scenario analysis and clearly communicate findings.
- Partner with Finance and business stakeholders to collect assumptions, validate inputs, and develop forward-looking financial projections.
- Support monthly, quarterly, and annual planning and forecasting cycles.
- Prepare financial analyses and decision-support materials for Finance leadership.
- Assist with management reporting and the interpretation of financial results.
- Work with actuarial and other Finance partners where projections depend on insurance-specific assumptions or business drivers.
- Identify inconsistencies or gaps in financial data and work with appropriate teams to resolve them.
- Document processes, assumptions, models, and methodologies to promote continuity and transparency.
- Quickly assume ownership of recurring FP&A responsibilities with limited ramp-up time.
Required Qualifications
- 5+ years of progressive FP&A, financial planning, forecasting, corporate Finance, or related experience.
- Experience performing hands-on forecasting, projections, budgeting, variance analysis, and management reporting.
- Strong financial modeling and analytical capabilities.
- Advanced proficiency with Microsoft Excel.
- Experience working in a large, complex, matrixed Finance organization.
- Ability to understand business drivers and translate them into financial assumptions and projections.
- Strong written and verbal communication skills.
- Ability to work independently, learn an organization quickly, and assume responsibility for ongoing FP&A deliverables.
- Comfortable partnering with multiple Finance and business stakeholders under tight deadlines.
Preferred Qualifications
- Direct life insurance, annuity, or broader insurance industry experience.
- Understanding of insurance financial statements, earnings drivers, actuarial inputs, or valuation processes.
- Experience working with actuarial, capital, controllership, investments, or Finance transformation teams.
- Experience with enterprise planning platforms such as Anaplan, Oracle Hyperion/EPBCS, Workday Adaptive Planning, or similar tools.
- Familiarity with Power BI, Tableau, or other financial reporting and visualization tools.
- Exposure to Finance modernization, data modernization, or reporting-transformation initiatives.
Ideal Candidate Profile
The ideal candidate is a hands-on insurance FP&A practitioner, not someone who has moved completely away from execution into strategy or transformation leadership.
They should be capable of stepping into an existing business unit, learning its economics and planning processes quickly, taking ownership of recurring projections and analysis, and earning enough credibility with internal Finance partners that meaningful work can be transferred to them.
Direct life insurance experience would materially shorten the ramp-up period, particularly where forecasting and projections intersect with actuarial assumptions, valuation, or capital.
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
