Director, Planning & Analysis
Description
Description
This role will lead the USRM (US Retail Market) Consolidated Reporting and Enablement team, responsible for delivering strategic financial insights, driving reporting modernization, and elevating results analytics across US Retail Markets. The role is central to producing and communicating monthly financial results, driving improvements in reporting accuracy and granularity and enabling decision-making across the enterprise. The ideal candidate will bring a strong process improvement mindset and a forward-looking vision for how AI and automation can transform financial operations.
As the source of truth for USRM results, this leader will collaborate broadly across USRM and LMG (Liberty Mutual Group). Building a strong partnership with the planning team is critical to ensure alignment between actuals and forecasted performance enabling this leader to contextualize results, surface meaningful insights, and influence forecast updates based on emerging trends. The role will also emphasize employee development and foster a high-performing, inclusive, and engaged team culture that supports both individual growth and enterprise goals.
Key Responsibilities
- Lead production of monthly financial results (e.g. Consolidated, LOB, and State P&Ls) for the USRM business with responsibilities for book close, coordination with corporate finance, accounting and reinsurance.
- Deliver the Monthly Operating Review (MOR) presentation to senior leadership
- Serve as the source of truth for USRM results supporting internal and external reporting, including Townhalls, scorecards, MD&A, investor presentations, CFO materials, and monthly newsletters.
- Build and maintain strong partnerships across USRM Finance, Strategy, and Risk Analytics as well as Corporate Finance.
- Drive prioritization efforts for ongoing granularity enhancements across the USRM business.
- Support ongoing business and enterprise-wide initiatives
- Champion process improvement initiatives including AI-driven solutions to enhance reporting, analytics, and operational efficiency.
- Attract, develop and advance the careers of team members from all backgrounds and experiences cultivating a high-performing finance team.
- Support the Global Finance community by building a strong team culture focused on collaboration, accountability, and professional growth.
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- BS degree in finance, business or accounting, or equivalent experience
- CPA and/or MBA strongly preferred
- 10-15 years of experience, including proven P&C industry experience and management responsibility
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.
At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.
We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
- California
- Los Angeles Incorporated
- Los Angeles Unincorporated
- Philadelphia
- San Francisco
Perks and Benefits
Health and Wellness
- Long-Term Disability
- FSA
- HSA With Employer Contribution
- HSA
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Happy Hours
- Snacks
- On-Site Cafeteria
- Casual Dress
- Holiday Events
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Performance Bonus
- 401(K) With Company Matching
- Financial Counseling
Professional Development
- Mentor Program
- Promote From Within
- Learning and Development Stipend
- Tuition Reimbursement
- Internship Program
- Associate or Rotational Training Program
- Access to Online Courses
- Lunch and Learns
- Shadowing Opportunities
Diversity and Inclusion
Company Videos
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