Finance Director – Wealth Segment

Role Overview

• Serve as a key member of the assigned area Leadership Team
• Actively participate in strategic and tactical planning, providing a financial perspective
• Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics
• Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics
• Partner with the Finance organization to ensure strong performance management discipline
• Collaborate with other Finance functions to ensure consistent and effective decision making
• Provide leadership on cross Finance or cross-organizational projects
• Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance
• Build and lead staff to support and drive departmental/corporate goals and strategy
• Develop staff capabilities and cultivate talent for future advancement
• Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials
• Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions
• Facilitate the business management process within the assigned area
• Manage the business models and plans, focusing on meeting current business and financial expectations
• Drive the problem-solving process regarding financial performance variances
• Recommend actions to address variances to the assigned area Leadership Team
• Design/support programs to strengthen financial literacy within the assigned area

Requirements

• Bachelor's degree in Accounting or Financial Discipline
• Master's in business administration or other education in business related fields beneficial as indicator of strong skills in business management preferred
• Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA indicating professional competency in financial and insurance related areas
• 4-5 years of experience leading teams or providing direction to other resources
• 3-5 years of experience in providing executive consultation and influencing business decisions
• 12+ years of work experience in financial management with managerial responsibility for functional activities in the financial services industry
• Experience working with sales and revenue models, company financials, product pricing and profitability models and performance measures

Benefits

• Medical
• Dental
• Vision
• Employee assistance program
• Life insurance
• Disability plans
• Parental leave
• Paid time off
• 401k
• Tuition reimbursement