Director of Financial Planning and Analysis

Company Description RockRose Risk is an insurance broker and captive underwriting manager specializing in coverage for commercial property owners focused on risk mitigation. The organization partners with leading mitigation companies to combine insurance expertise with cutting-edge technology and automation. RockRose Risk delivers seamless risk management solutions that reward ongoing mitigation efforts and improve outcomes for property owners and insurers. The company is dedicated to helping communities address the growing threat of wildfires through innovative, mitigation-centric insurance products. Team members contribute to a mission-driven environment at the intersection of insurance, technology, and climate resilience.
Role Description The Director of Financial Planning and Analysis will lead FP&A activities, including budgeting, forecasting, and long-range financial planning for RockRose Risk. This full-time remote role is responsible for building and maintaining financial models to support strategic decisions, evaluating business performance, and preparing executive-level financial reports and dashboards. The director will analyze revenue, margin, and cost trends, provide insights to leadership, and recommend actions to improve profitability and capital efficiency. Day-to-day responsibilities include partnering with operations, underwriting, technology, and risk teams to translate business initiatives into financial impacts, refine KPIs, and support board and investor reporting. The role also oversees the continuous improvement of FP&A processes, tools, and documentation to ensure timely, accurate, and scalable financial insights.
Qualifications
Candidates should possess strong Financial Planning and Finance skills, including experience leading budgeting, forecasting, and long-range planning.Candidates should possess robust Analytical Skills and Financial Modeling capabilities to evaluate scenarios, unit economics, and business performance.Candidates should possess expertise in Financial Reporting, including management reporting, variance analysis, and presentation of findings to senior stakeholders.Candidates should possess advanced proficiency with spreadsheet and analytics tools (e.g., Excel, Google Sheets, BI platforms) and comfort working with large data sets.Candidates should possess excellent communication, stakeholder management, and collaboration skills, with the ability to explain complex financial concepts in clear, actionable terms.Candidates should possess experience in insurance, financial services, or risk-focused businesses; exposure to property, casualty, or climate-related risk is beneficial.Candidates should possess a bachelor’s degree in Finance, Accounting, Economics, or a related field; an advanced degree (MBA, MS Finance) or professional certification (CPA, CFA) is a plus.Candidates should possess the ability to work effectively in a remote environment, demonstrate sound judgment, and drive continuous improvement in FP&A processes and tools.

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

Experience
10+ yrs

Work arrangement
Yes