Director of Financial Planning & Analysis (FP&A)

Founded in 1898, Mutual of Enumclaw is a people-first insurer rooted in community, recognized as Washington’s Best Company to Work For for the 14th consecutive year, and proudly serving individuals, families, farms, and businesses through local independent agents across the West.

The Director of Financial Planning & Analysis (FP&A) at Mutual of Enumclaw is a unique leadership role reporting directly to the Mutual of Enumclaw Holding Company CFO, who leads the company’s financial management and its strategy to grow revenue and profit beyond traditional insurance underwriting operations. This FP&A director will lead all financial planning and analysis (FP&A) activities for the organization, managing two direct reports and partnering with Mutual of Enumclaw leadership to drive annual financial forecasting and planning. This role will also help build the strategic planning roadmap, conduct industry research and analysis, and support Holding Company-level planning including business case development and Board-level presentations.

• →Director will have two Financial Analysts as direct reports with the opportunity to grow the team over time as the business expands.
• →Lead, develop, and coach a team of two Financial Analysts, setting priorities, reviewing work product, and building the team’s modeling, insurance, and analytical capabilities as the function grows.

• Prolonged periods of sitting at a desk and working on a computer, including video conferencing.

• Strong Finance and Accounting acumen with working knowledge of financial statements (income statement, balance sheet, cash flow) and core financial principles with a strong desire to expand knowledge base and capabilities.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Excellent verbal and written communication skills, including the ability to present financial information to non-financial audiences.
• Ability to leverage AI tools (e.g., Claude, Copilot) to accelerate learning, improve efficiency, and automate processes.
• Advanced proficiency in Microsoft Excel and PowerPoint with strong financial modeling skills; experience with planning and BI tools (e.g., Adaptive Planning, Anaplan, Power BI) a plus.
• Familiarity with GAAP and statutory (SAP) accounting concepts and ability to apply accounting principles to an expanding business portfolio.
• Strong organizational and time-management skills with the ability to manage multiple deadlines in a fast-paced environment.
• Comfort collaborating across time zones and cultures with onshore and offshore team members.
• Self-motivated with a continuous-learning mindset and the adaptability to shift priorities as business needs evolve.
• Ability to work on-site in the Seattle office four days per week.

• 5-10 years of progressive FP&A or corporate finance experience, including at least 2 years of people leadership; property and casualty (P&C) insurance or financial services experience strongly preferred.
• Bachelor’s degree in Finance, Business, Accounting, or a similar field; MBA, CPA, or CFA preferred.
• Effective leadership, supervision, and interpersonal skills, including experience assigning work, coaching employees, and evaluating work performance