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 …