Director, FP&A, Reporting & Capital Modeling

Director, FP&A, Reporting & Capital Modeling

Incline Insurance Group is seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Director, FP&A, Reporting & Capital Modeling. This high-impact role offers the opportunity to lead financial planning and reporting processes that support strategic decision-making across Incline’s property and casualty insurance programs. Reporting to the Chief Financial Officer, you will manage forecasting, budgeting, and consolidated reporting activities while supporting capital and regulatory efforts.

What You'll Do:
As a Director, FP&A, Reporting & Capital Modeling, you will work closely with cross-functional partners in finance, strategy, risk and operations to drive financial insight and operational excellence. Responsibilities include:

·       Financial Planning & Forecasting: Lead budget and forecast planning across departments to support strategic goals and resource allocation.

·       Capital Modeling: Manage rating agency capital models, ensuring accuracy and control. Develop and manage capital forecasting models.

·       Financial Reporting: Develop and deliver monthly, quarterly, annual and ad hoc financial reports across GAAP and Statutory frameworks.

·       Consolidation & Close: Oversee the GAAP consolidation process and review journal entries and statutory-to-GAAP adjustments to ensure compliance with US GAAP and NAIC SAP.

·       Variance Analysis: Gather, analyze, and prioritize financial deliverables to support performance review, variance commentary, and management and Board reporting.

·       Accounting Support: Identify and resolve accounting discrepancies, assist in technical research, and support implementation of new or updated accounting guidance.

·       Audit & Compliance: Partner with actuarial, strategy and risk teams on capital modeling exercises and support ad hoc regulatory filings and financial surveys.

·       Cross-Functional Collaboration: Partner with underwriting, actuarial, and operations to evaluate program performance and drive financial insight.

·       Process Improvement & Systems: Drive reporting automation and tools to streamline FP&A and reporting processes.

·       Ad Hoc Projects: Support special initiatives, team projects, and evolving organizational needs as directed.

What We’re Looking For:
We’re seeking a strategic, detail-oriented finance professional who combines strong technical accounting knowledge with hands-on experience in planning and reporting. The ideal candidate thrives in a collaborative, fast-paced environment and brings a proactive approach to solving complex financial challenges. You should be comfortable shifting between high-level analysis and in-the-weeds execution, with a focus on accuracy, insight, and continuous improvement.

·       Experience: 7+ years of progressive experience in financial planning, analysis and reporting. Prior experience in the Insurance Industry

·       Education: Bachelor’s degree in business, accounting, economics, finance, mathematics, or a related field; advanced degree a plus.

·       Technical Proficiency: Deep understanding of financial statements, accounting principles, and financial modeling techniques; experience with Excel, PowerPoint, and FP&A systems.

·       Communication: Clear and confident communicator with the ability to synthesize complex data and report with actionable insights and clarity

·       Collaboration: Effective team player who works well with cross-functional stakeholders and can manage multiple priorities with limited oversight.

Location:

This role is based in Austin, TX and operates within a hybrid work model. 

Why Incline Insurance Group?

At Incline, you'll have the opportunity to join a rapidly growing company operating at the intersection of insurance, strategy, and finance. You'll be part of a dynamic team where your insights and contributions will help shape the company's continued growth and success.