[Hiring] Finance Director @Intermedia Group

Role Description

This role will be the Finance business partner for the Wealth Segment Leader and a sophisticated organization leading the company's multi-billion Wealth Segment. The segment consists of primarily Annuity, Pension Risk Transfer, and Retirement Products.

• 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.
• Identify the need for and direct the development and maintenance of business and financial models and reports.
• 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.
• Serve as a senior strategic leader within the Wealth business, with a primary focus on annuities and pension risk transfer (PRT).
• Drive end-to-end coordination and execution across critical actuarial and financial functions, including:
  • Investment management
  • Asset-Liability Management (ALM)
  • Pricing and product design
  • Capital management
  • Reinsurance strategy
  • Valuation and financial reporting

Qualifications

• Bachelor's degree in a 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.
• Strong verbal and written communication skills.
• Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills.

Requirements

• Deep expertise in annuities and/or pension risk transfer, with a strong understanding of insurance balance sheets and liability-driven investing.
• Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience), with demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.

Benefits

• Bonus eligible.

Company Description

Job is fully remote with monthly travel to the corporate headquarters in Madison, WI.