Senior Director Financial Planning Analysis

Company Description RockRose Risk is an insurance broker and captive underwriting manager focused on commercial property owners engaged in risk mitigation. The organization specializes in policies designed for properties facing the growing threat of wildfires and related environmental risks. By partnering with leading mitigation companies, RockRose Risk combines deep insurance expertise with cutting-edge technology and automation. This approach delivers seamless risk management, credit for ongoing mitigation efforts, and innovative solutions for property owners, insurers, and communities. Team members contribute to a mission-driven environment that supports resilience and long-term stability in at-risk regions.
Role Description The Senior Director Financial Planning Analysis is a full-time remote role responsible for leading the financial planning and analysis function at RockRose Risk. This role oversees the development of annual budgets, multi-year financial plans, and periodic forecasts, providing clear insights and recommendations to senior leadership. Day-to-day responsibilities include building and reviewing financial models, analyzing performance versus plan, preparing management reporting packages, and supporting strategic initiatives with rigorous financial analysis. The Senior Director partners with cross-functional teams to evaluate new products, risk mitigation programs, and operational investments, ensuring alignment with financial objectives and capital requirements. This role also leads the continuous improvement of FP&A processes, tools, and reporting to enhance decision-making and transparent communication across the organization.
Qualifications
Strong Financial Planning and Finance skills, including experience developing budgets, forecasts, and long-range plans.
Advanced Analytical Skills and Financial Modeling expertise to evaluate scenarios, profitability, and risk-adjusted returns.
Proficiency in Financial Reporting, with the ability to translate complex data into clear, actionable insights for leadership.
Experience in insurance, risk management, or related financial services sectors is highly beneficial.
Demonstrated leadership in building and managing FP&A teams or functions, including stakeholder collaboration in a remote environment.
High level of proficiency with Excel and modern financial planning tools; familiarity with BI platforms is a plus.
Excellent communication and presentation skills, with the ability to influence decisions at the executive level.
Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA, MBA) is preferred.

Skills
Excel, Financial Analysis, Financial Modeling, Accounting, Risk Management

Experience
10+ yrs

Work arrangement
Yes