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.
Intern in Financial Analysis & Structuring at Nordex Group, analyzing commercial aspects of wind farm projects. Supporting financial reports and conducting market analysis in an international finance team.
Junior Project Manager Finance responsible for software solutions and project management in the public sector. Focused on digital transformation in public administrations with opportunities for career growth.
Sales/Finance Coordinator managing sales and finance operations for QS. Ensuring data integrity and collaborating across teams for revenue reporting in higher education.
Sales and Finance Coordinator supporting QS's sales and finance operations by ensuring data integrity and collaborating with teams. Perform reconciliations and document variances to improve processes.
Experienced Financial Services Administrator handling administration for life, pensions, and investments with a focus on client servicing. Working in a hybrid environment from Birmingham or Market Harborough.
FP&A Senior Associate at Revantage UK focusing on financial modeling, forecasting, and strategic business partnering. Engaging with senior management and stakeholders to drive informed decision - making.
Executive role in Finance operations at EY focusing on revenue visibility, performance tracking, and financial reporting. Collaborate across teams to enhance operational efficiency.
Fiscal Advisor providing ongoing tax advisory services to financial sector clients in Madrid. Collaborating with the Business Tax Advisory team to resolve inquiries and handle tax inspections.
Maintenance Finance Administrator managing accounts payables and receivables for a global aviation group. Ensuring accurate postings and reconciliations while supporting financial processes in a dynamic environment.
Senior FP&A Analyst in London preparing financial analysis for strategic decisions across a global organization. Delivering KPIs reporting, budgeting, and forecasting in a fast - paced environment.