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Palmer Group is partnering with our client in their search for a Senior Financial Planning & Analysis Manager. This role will be responsible for the management, development, control, and oversight of a team of financial professionals. If you have experience working closely with senior members of an organization and are searching for a role where you will impact the overall processes and culture of an organization, apply today to be considered!  


  • Oversee the management, development, control, and oversight of a team of essential duties and responsibilities
  • Participate and contribute to the development of the Company’s five-year business plan on both statutory and management basis
  • Lead the Company’s expense budgeting process and actual to expected analysis on an ongoing basis
  • Support the monthly forecast and communicate results with management
  • Manage the monthly analysis comparing the business plan to actual results, research and explain differences with the assistance of various departments
  • Partner with internal customers in the build-out of the additional analysis (i.e., Source of Earnings Report)
  • Develop core performance metrics and monitor continuing industry trends
  • Develop processes that keep reporting and decision-making process innovative and to the highest standards
  • Partner with internal departments to assist them in the creativity and development of overall management strategies and performance indicators  
  • Develop and maintain projected cash flow models and communicate results to the liquidity working group 
  • Conduct an annual review of monthly financial analysis
  • Maintain updates to financial strategy to align with changing business needs and regulatory environment
  • Manage the Power BI system and the creation of dashboards to communicate data cleary to management
  • Act as Secretary of the Finance Transformation Working group


  • Master’s Degree
  • Bachelor’s Degree in  Accounting, Finance, Actuarial, or related 
  • 7+  years of financial planning & analysis or finance experience

  • 3+ years of leadership or supervisory experience

  • 5+ years of life insurance industry experience

Work Model:

  • Open to On-Site, Hybrid, or Remote work options 

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email us at

Ref: JOB-38955

Palmer Group

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266

    • Job type: Direct Hire
    • Location: West Des Moines, Iowa
    • Date posted:
    • Salary:$130000 - $145000