Director of Financial Planning & Analysis at Globe Life responsible for strategic planning and financial forecasts. Leading an FP&A team and collaborating with executive leadership to drive accountability.
About the role
- Finance Manager leading key financial areas for PMC joint venture with Philips Medical. Responsibilities include pricing, commissions, cash application oversight, and new business funding.
Responsibilities
- Pricing
- Establish standard pricing and related processes, including small ticket flow transactions
- Maintain pricing controls to ensure target margins are overall achieved
- Work on special pricing for unique strategic transactions
- Coordinate with syndication team on deals that do not fit on the PMC balance sheet, typically pricing variances
- Work directly with our Partner, Philips Medical, to utilize subsidies where needed
- Commission processing
- Calculation, verification and submission of Commissions due to Philips Medical sales team
- Calculation, verification and submission of commissions due to the PMC sales team members
- Oversee Cash Application team
- Direct supervision of the Cash Application team
- KPI development and implement SLAs; track performance of individual team members to propel continuous improvements
- Take ownership for people management and development
- Ensure compliance with all related DLL policies and procedures
- New business funding
- Coordinate with DLL Treasury to ensure adequate and timely funding of new transactions
- Collaborate on early termination breakage costs of transactions, if needed
- Provide forecasts for funding needs
- Accountable for creating and providing updates and reports to Partners.
- Assist DLL Finance members
- Point person for DLL members who are responsible for preparing financial reports/statements, PMC board materials, managing the budgeting process and other financial duties.
- Note: These functions are completed by DLL members but may require assistance from Finance Manager
- General Responsibilities:
- Adherence to Compliance/Policies and Procedures.
- Drive continuous improvement initiatives that result in enhanced effectiveness and efficiency
- Communicate and collaborate with Partner(s) and other PMC Functions
- Participate in special projects as needed.
- Contribute to formulation of strategy and business plan.
- Lead with a Customer centric focus, with the ability to develop business relationships with Sales and our Partners.
- Complete required compliance trainings by due dates.
Requirements
- 5+ years experience in finance roles, especially pricing expertise
- Ability to lead and develop a team
- Solid communication and collaboration skills
- Strong Analytical skills – and ability to drive actions based on data
- Ability to prepare dashboards to share results
- Bachelor’s degree preferred, CPA preferred
- Experience & knowledge in end to end leasing & finance sector.
Benefits
- Two working days per year volunteering for a local charity.
- Health and Wellness program including healthy food, free health checks, fun health & vitality activities.
- Flexible hours with possibility to work from home
- Career development opportunities: online learning, member development programs.
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