Sr. Director, Financial Planning & Analysis

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 ! Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $151,875 — $222,750 USD 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

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