Experience: 8+ years of progressive experience in FP&A, Strategic Finance, Business Analytics, Corporate Finance, Consulting, Investment Banking, or related disciplines Experience supporting executive leadership and business decision-making Demonstrated experience in budgeting, forecasting, and financial modeling Experience developing KPI frameworks and management reporting Experience partnering with operational leaders and influencing decisions through data and analysis Experience leading strategic initiatives and cross-functional projects M&A, integration, or corporate development experience preferred Insurance, wealth management, financial services, distribution, or advisory industry experience preferred Required Skills / Abilities: Advanced financial modeling and analytical capabilities Strong understanding of revenue drivers, margin dynamics, and business unit economics Expertise in budgeting, forecasting, and long-range planning Ability to translate complex financial data into clear, actionable insights Advanced proficiency in Excel and financial systems; experience with BI tools a plus Strong communication and presentation skills, particularly with senior stakeholders Facilitation and stakeholder management Required Behaviors / Attitudes: Strategic Curiosity: Demonstrates a desire to understand how the business operates, what drives performance, and where opportunities exist to improve outcomes. Summary: The AVP of FP&A will serve as a strategic finance leader, responsible for translating financial and operational data into actionable insights across all business lines, enhancing decision-making through data and modeling, supporting strategic initiatives, improving profitability, strengthening performance management across the organization and establishing scalable FP&A processes to support the firm's continued growth.