Hybrid Finance Director, Wealth Segment

Posted last week

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About the role

  • Finance Director at TruStage leading financial strategies and business management in the Wealth Segment. Collaborating with leadership to drive financial performance and strategic initiatives.

Responsibilities

  • 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
  • Strong verbal and written communication skills
  • Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills.

Benefits

  • medical
  • dental
  • vision
  • employee assistance program
  • life insurance
  • disability plans
  • parental leave
  • paid time off
  • 401k
  • tuition reimbursement

Job title

Finance Director, Wealth Segment

Job type

Experience level

Lead

Salary

$128,500 - $239,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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