Director of FP&A and Business Tranformation

We are looking for a strategic leader to build and oversee an enterprise-wide framework for evaluating capital initiatives and managing IT investment capacity in Jersey City, New Jersey. This position sits within FP& A and serves as the central coordinator for intake, assessment, tracking, and executive governance across the project portfolio. The role combines financial insight, portfolio oversight, and cross-functional facilitation to help senior leaders make informed investment decisions and connect approved initiatives to planning, forecasting, and budgeting activities.

Responsibilities:
• Build and manage a centralized governance model for capital investments and enterprise IT capacity, ensuring consistent oversight across the organization.
• Create clear standards for project intake, assessment methodology, approval pathways, and reporting expectations to support disciplined decision-making.
• Lead the review of business case submissions by partnering with stakeholders to strengthen assumptions, clarify scope, and evaluate expected benefits, costs, risks, and delivery timelines.
• Work closely with business, finance, and technology leaders to align priorities, clarify decision rights, and maintain an objective approach to portfolio governance.
• Convert complex project, financial, and operational information into concise executive-ready materials that support leadership discussions and approvals.
• Deliver recurring portfolio updates that highlight proposed initiatives, active project performance, resource capacity, key risks, and overall investment status.
• Monitor approved initiatives against spending plans, milestones, and expected outcomes, and raise concerns when performance differs from original expectations.
• Integrate portfolio governance outputs into annual planning, budgeting, forecasting, and longer-range financial plans in partnership with FP& A colleagues.
• Refine governance and tracking processes over time so the framework remains practical, scalable, and effective as portfolio demands evolve.

• 8+ years of experience in financial planning and analysis, portfolio or program management, corporate strategy, business operations, or investment governance.

• Ideally Insurance Industry

• Demonstrated success working across multiple functions such as business teams, finance, IT, and operations within a complex organization.

• Proven ability to influence senior stakeholders and guide decision-making without relying on direct reporting authority.

• Experience preparing executive-level reporting and presenting clear recommendations based on data, risks, trade-offs, and strategic priorities.

• Skill in challenging assumptions constructively and improving the quality, consistency, and comparability of investment proposals.

• Proficiency in financial planning, financial modeling, and corporate financial planning tools, with Adaptive Insights experience viewed favorably.