Finance Director

Overview

• Lead financial strategy and operations for a high-performing Wealth Segment, focusing on annuities and pension risk transfer.
• Collaborate with leadership to develop and execute strategic financial plans aligned with organizational goals.
• Provide financial insights and support for product development, mergers, acquisitions, and transformational initiatives.
• Ensure robust performance management discipline across financial functions and business operations.
• Drive growth and profitability in institutional and insurance-based solutions through strategic leadership.
• Collaborate on cross-functional projects to ensure consistent decision-making and effective execution.
• Develop and lead a team to achieve departmental and corporate goals while cultivating future talent.
• Enhance financial literacy and strategic planning within the organization through targeted initiatives.

Key Responsibilities & Duties

• Actively participate in strategic and tactical planning, providing financial perspectives to leadership teams.
• Identify and execute profit improvement tactics with internal and external partners.
• Lead cross-functional team meetings to ensure effective information sharing and alignment.
• Direct the development of business and financial models to support decision-making processes.
• Facilitate business management processes, addressing financial performance variances and recommending solutions.
• Coordinate actuarial and financial functions, including investment management and capital strategies.
• Drive end-to-end execution across asset-liability management and product design initiatives.
• Ensure alignment of financial models with organizational goals and critical success factors.

Job Requirements

• Bachelor's degree in Finance or related discipline; MBA preferred.
• Professional certifications such as CPA, CMA, CFA, or FSA are highly desirable.
• Minimum 12 years of experience in financial management within the financial services industry.
• Strong expertise in annuities, pension risk transfer, and insurance balance sheets.
• Proven leadership skills with experience managing teams and influencing executive decisions.
• Demonstrated ability to apply analytical frameworks to business strategy and financial decisions.
• Experience with sales models, product pricing, and performance measures.
• Strong communication skills with expertise in presentations and group facilitation.