Role Overview for SVP, Corporate Planning & Analysis (CP&A) with a Major Insurer – Hartford, CT
JRG Partners is proud to partner with a premier, globally recognized insurance leader in their search for a Senior Vice President (SVP), Corporate Planning & Analysis (CP&A). This is a career-defining executive leadership opportunity based in the insurance hub of Hartford, CT. We are seeking a transformative and strategic financial executive to lead the enterprise-wide financial planning, forecasting, budgeting, and performance analysis functions. This role is not merely about reporting the numbers; it is about interpreting them, providing deep insights, and shaping the future financial trajectory of a multi-billion dollar organization.
Reporting directly to the Chief Financial Officer (CFO), the SVP of CP&A will serve as a critical business partner to the CEO, the executive leadership team, and the Board of Directors. You will be at the nexus of strategy and finance, responsible for translating the company’s long-term strategic objectives into actionable financial plans and measurable performance indicators. The ideal candidate will be a visionary leader with an exceptional command of the insurance industry’s complexities, a proven ability to drive data-driven decision-making, and the executive presence to influence at the highest levels.
In this capacity, you will lead a large, talented team of finance professionals, fostering a culture of analytical excellence, continuous improvement, and proactive business partnership. You will be responsible for enhancing the company’s analytical capabilities, leveraging new technologies and methodologies to provide forward-looking insights that anticipate market shifts, identify growth opportunities, and mitigate potential risks. This position requires a leader who can balance strategic thinking with meticulous execution, ensuring the CP&A function operates as a true center of excellence and a vital component of the company’s success.
Key Responsibilities of SVP, Corporate Planning & Analysis (CP&A) with a Major Insurer – Hartford, CT
Strategic Financial Planning
Spearhead the development of the company’s long-range strategic and financial plans. Drive the annual operating budget and quarterly forecasting processes across all business units and functions, ensuring tight alignment with corporate strategy, market opportunities, and shareholder expectations. Challenge assumptions and ensure financial rigor in all planning activities.
Executive & Board Reporting
Oversee the creation and delivery of comprehensive financial reporting packages for the executive leadership team and the Board of Directors. This includes detailed variance analysis, performance dashboards, and insightful commentary on key business drivers, trends, and financial outcomes. Your analysis will form the basis for critical strategic discussions and decisions.
Performance Management & Analysis
Establish and monitor key performance indicators (KPIs) across the enterprise. Lead in-depth analysis of financial and operational results to identify underlying trends, assess business performance, and provide actionable recommendations to senior management for improving profitability and efficiency.
Business Partnership & Decision Support
Act as a trusted financial advisor to business unit presidents and functional leaders. Provide sophisticated financial modeling, scenario analysis, and strategic counsel for major initiatives, including new product launches, M&A opportunities, capital investments, and other strategic projects.
Leadership and Team Development
Lead, mentor, and develop a high-performing, geographically dispersed CP&A organization. Cultivate a culture of intellectual curiosity, accountability, and collaboration. Attract, retain, and develop top-tier financial talent, building a strong succession pipeline for the future.
Capital Planning and Allocation
Collaborate closely with Treasury, Risk Management, and Actuarial teams on capital management and allocation strategies. Ensure that capital is deployed effectively to support growth initiatives while maintaining financial strength and meeting regulatory requirements. This includes a deep understanding of standards set by bodies like the National Association of Insurance Commissioners (NAIC).
Process and Systems Enhancement
Drive the continuous improvement of CP&A processes, systems, and tools. Champion the adoption of advanced analytics, automation, and business intelligence platforms to enhance the speed, accuracy, and strategic value of the insights provided by the CP&A function.
Investor Relations Collaboration
Partner with the Investor Relations team to develop the company’s financial narrative for the investment community. Provide essential support for quarterly earnings calls, investor presentations, and the development of annual guidance.
Requirements for the SVP, Corporate Planning & Analysis (CP&A) with a Major Insurer – Hartford, CT
Educational Background
A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA from a top-tier institution is strongly preferred.
Professional Certifications
A Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Fellow of the Society of Actuaries (FSA) designation is highly desirable.
Executive Experience
A minimum of 15+ years of progressive financial leadership experience, with at least 10 years in a senior Corporate Planning & Analysis (CP&A) or Financial Planning & Analysis (FP&A) role within a large, complex organization.
Insurance Industry Mastery
Deep and extensive experience within the insurance sector (P&C, Life & Annuity, or Health) is a non-negotiable requirement. Must possess a thorough understanding of insurance-specific accounting principles (both Statutory and GAAP), financial metrics, reinsurance, and the regulatory landscape.
Public Company Experience
Significant experience working within a publicly traded company is essential, including direct involvement in investor relations support and external financial communications.
Leadership & Influence
Proven track record of building, leading, and motivating large, high-performance finance teams. Must demonstrate exceptional executive presence, with the ability to articulate complex financial concepts clearly and persuasively to C-suite executives, the Board of Directors, and external stakeholders.
Strategic & Analytical Acumen
Superior strategic thinking capabilities combined with world-class financial modeling, analytical, and problem-solving skills. Must be able to see the big picture while also maintaining a strong command of the details.
Technical Proficiency
Expertise with sophisticated ERP and EPM systems (e.g., Oracle, SAP, Anaplan, Hyperion) and business intelligence/data visualization tools (e.g., Tableau, Power BI).
Personal Attributes
Unquestionable integrity and ethics. A proactive, results-oriented leader with a strong sense of urgency and a collaborative, team-oriented style. High emotional intelligence and the ability to build strong relationships across all levels of the organization.
Benefits & Perks Offered
Our client provides a world-class, comprehensive benefits package designed to support the well-being and financial security of their executives and their families. This includes:
- Highly competitive base salary and annual performance-based bonus.
- Significant long-term incentive plan (LTI) with equity components.
- Executive-level benefits package, including a deferred compensation plan and financial planning services.
- Comprehensive health, dental, vision, and life insurance coverage effective from day one.
- Generous 401(k) retirement plan with a substantial company match and profit-sharing contributions.
- Expansive paid time off (PTO), including vacation, sick days, and company holidays.
- Industry-leading parental leave and family support programs.
- Commitment to professional growth with support for continuing education and leadership development programs.
- Comprehensive wellness programs, including gym memberships and mental health resources.
- Full relocation assistance package for the successful candidate and their family.
How to Apply
This is an exclusive, retained search conducted by JRG Partners. To be considered for this pivotal leadership role, please submit your confidential resume and a cover letter detailing your qualifications and interest. All inquiries and applications will be handled with the utmost discretion.
JRG Partners is a premier executive search firm specializing in the recruitment of top-tier talent for the insurance and financial services industries. We are committed to connecting exceptional leaders with transformative opportunities.
