Regional Financial Operations Manager overseeing Accounts Receivable, Payable, and Collections for O'Dell HVAC Group. Leading financial operations with a focus on internal controls and team performance.
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
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