Sr. Director, Financial Planning & Analysis

Sr. Director, Financial Planning & Analysis National Life Insurance Company - 3.8 Addison, TX Job Details $151,875 - $222,750 a year 19 hours ago Benefits Benefits from day one Life insurance Qualifications Annuities Financial services Full Job Description Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. This role is a key strategic partner to senior leadership, responsible for transforming complex financial data into clear, actionable insights that drive enterprise decision-making. The Senior Director will lead efforts to understand business performance at a granular level—including profitability by product—and translate results into compelling narratives that influence corporate strategy, capital allocation, and organizational priorities. Key Responsibilities Translate Financial Results into Insightful Narratives Analyze and synthesize complex financial results into clear, concise, and actionable insights for executive leadership. Communicate key drivers of performance in a way that is accessible to both financial and non-financial stakeholders. Drive Product-Level Profitability Analysis Develop a deep understanding of profitability across products, channels, and segments. Identify trends, risks, and opportunities, and provide recommendations to optimize financial performance and strategic positioning. Lead Strategic Financial Analysis & Decision Support Partner with senior management to provide forward-looking analysis that supports strategic planning, business initiatives, and long-term value creation. Influence decisions through data-driven insights and thoughtful financial perspectives. Enhance Forecasting & Performance Management Support the development of advanced forecasting capabilities, including improved statutory forecasting and variance analysis. Continuously refine methodologies to increase accuracy and business relevance. Own Financial Reporting & Variance Analysis Oversee the preparation, analysis, and presentation of quarterly statutory results. Deliver meaningful variance analysis (actual vs. expected) that highlights key business drivers and informs leadership actions. Build Analytical Tools & Data Infrastructure Lead the development of scalable analytical tools, dashboards, and databases that enable deeper insights and more efficient reporting. Promote a data-driven culture across the organization. Lead and Influence Across the Organization Serve as a thought leader within FP&A, leading the team and influencing cross-functional teams. Drive alignment around key financial insights and strategic priorities. Qualifications & Experience 8+ years of experience in financial services Bachelor's degree in business, Finance, Economics, Mathematics, Statistics, or related field Significant experience within Life Insurance & Annuities industry required Proven ability to translate complex financial data into clear business insights and recommendations Strong understanding of financial statements, with the ability to analyze performance at a detailed/product level Experience influencing senior leaders and contributing to strategic decision-making Advanced analytical and problem-solving skills, with proficiency in Excel and data tools Demonstrated ability to lead complex projects and deliver results in a fast-paced environment Excellent communication and storytelling skills, with the ability to simplify complexity CPA, CFA, or MBA preferred Benefits Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the

BENEFITS

of a Career at National Life! National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604