Head of Planning & Performance Management

Job Summary

Job Accountabilities - Key Accountabilities

• Lead the development, evaluation, and continuous enhancement of expense management policies, recommending improvements to senior leadership and ensuring effective implementation across the business.


• Oversee financial planning, budgeting, forecasting, accounting, and expense management activities, providing comprehensive financial reporting and analysis to support business objectives.


• Serve as the primary finance business partner for strategic initiatives, delivering advanced financial modelling, business cases, insights, and decision support to senior stakeholders.


• Ensure accurate, timely, and consistent delivery of financial information, management reports, and executive reporting, supported by actionable commentary and recommendations.


• Analyze expense performance, market trends, and industry benchmarks to identify risks, opportunities, and cost optimization initiatives that drive business value.


• Maintain strong governance and internal control frameworks, ensuring compliance, financial integrity, and effective execution of key financial controls.


• Lead and develop high-performing finance teams, including talent acquisition, workforce planning, coaching, and capability-building to strengthen organizational effectiveness.


• Drive operational excellence by overseeing finance operations, resolving complex issues, and collaborating with stakeholders to standardize, optimize, and enhance finance processes and operating models.


• Champion data quality, automation, and continuous improvement initiatives to improve reporting accuracy, streamline workflows, and increase Straight Through Processing (STP) efficiency.

Job Qualifications

Required:

• Bachelors Degree and 12 or more years of experience in the Financial Analysis area and Reporting area


• Experience managing business models that align with budgets and company disbursements


• Experience with analysis, risk evaluation, forecasting economic trends and enforcing pecuniary policies and guidelines thr oughout the company


• Experience with policy and compliance regulations, ISO standards and federal edicts


• Experience managing fiscal tools, models, reports and reviewing, analyzing budgets and performing financial analysis


• Project management experience


• People management experience
  
  

Preferred:

• Insurance industry experience


• MBA, CPA


• Experience building and maintaining internal and external business relationships


• Strong verbal and written communication skills