Helps improve Enterprise Business Management (EBM) allocations and legal entity alignment
Ensure seamless integration of Technology Business Management (TBM) with the consolidated Inter Unit Charge (IUC) process
Serve as the key point of contact between service providers and recipients
Partners with Global Tax to maintain up-to-date transfer pricing documentation
Maintain and continuously improve the Apptio software platform
Play a critical role in entity restructurings
Lead the design, implementation, and re-engineering of allocation processes
Maintain a deep understanding of material company reorganizations
Champion clarity and simplicity in allocation methodologies

Bachelor’s degree (BA/BS) in Accounting, Finance, Tax or equivalent experience
Minimum of 8 years Finance, Accounting or Tax experience
4+ Years supervisory or management experience
3+ Years public accounting experience ideally
5+ Years insurance/reinsurance accounting experience ideally but not a requisite
Experience with TBM taxonomy is a preferred asset
Experience with Apptio software platform is a preferred asset
Advanced Excel or BI tools
Advanced knowledge of broad business practices
Advanced skills in managing multiple tasks and projects simultaneously
Advanced persuasion skills when working with internal and external partners
Advanced oral and written communication skills
Ability to communicate complex tax issues to senior management
Advanced ability to investigate, analyze and solve complex problems/issues
Advanced people management skills
Advanced skills in translating business needs and problems into viable and accepted solutions.
Advanced ability to analyze and improve business processes
Advanced ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines
Advanced ability to work well within a team

Director, Financial Reporting – Allocation Strategy

Key skills