IA
Associate Director leading investment risk modeling for iA Financial Group. Developing advanced models to quantify asset - liability risks and providing technical leadership.
About the role
- Manager, Finance supporting Ingenovis Health’s corporate finance capabilities. Leading financial planning processes and providing insights to senior leadership for resource allocation and optimization.
Responsibilities
- Lead the evolution of Shared Services forecasting and budgeting processes to a driver-based, KPI-driven model.
- Develop scalable financial models that link operational drivers (e.g., headcount, revenue) to SG&A spend.
- Own annual budget planning, monthly reforecasting, and variance analysis processes and provide actionable insights to senior leadership to ensure successful achievement of budgets and plans.
- Leverage planning tools, including Workday Adaptive Planning, to support reporting and forecasting needs.
- Support headcount planning and competitive benchmarking to inform resource allocation.
- Collaborate with executives and department leaders to optimize resource allocation and improve cost efficiency across Shared Services.
- Partner with CFO, Heads of Division Finance and functional leaders to identify opportunities for cash flow improvement through working capital and capital expenditure strategies.
- Prepare and present financial materials for monthly leadership reviews and board-level discussions as needed.
- Apply strong analytical rigor and prioritization to deliver actionable insights efficiently.
- Work cross-functionally with finance, accounting, and operations to ensure timely and accurate monthly close and monthly forecast.
- Support long-term strategic planning initiatives in partnership with corporate finance and strategy teams.
- Act as a thought leader within the finance team by promoting best practices and driving adoption of new forecasting and reporting methodologies.
- Influence and educate Shared Services leaders to improve financial accountability and operational efficiency within their areas.
- Drive automation and process improvements to enhance forecasting accuracy and efficiency.
- Build strong cross-functional relationships to lead projects and initiatives without direct authority.
- Foster a culture of accountability and continuous improvement across the finance team and broader Ingenovis Health organization.
- Engage senior leadership proactively to ensure alignment and delivery of high-quality outcomes.
- Lead finance-related projects from conception to implementation with minimal oversight as assigned.
- Perform other strategic, operational, or financial projects as assigned.
Requirements
- 5+ years of progressive experience in FP&A, corporate finance, investment banking, private equity, consulting or related analytical roles.
- Experience with Workday / Adaptive Planning is strongly preferred but not required; familiarity with other leading solutions such as Anaplan, Oracle EPM Cloud, OneStream, or Vena is preferred but not required.
- Advanced proficiency in Excel; experience with Workday Financials and BI tools a plus.
- Experience with data analytics tools (SQL, Python, R) preferred.
- Demonstrated ability to influence and educate stakeholders and lead projects without direct authority.
- Excellent communication skills and ability to present complex financial concepts to senior leadership.
- Highly adaptable with strong problem-solving skills and a continuous improvement mindset.
- Bachelor’s degree in Finance, Accounting, Economics, or quantitative field; MBA or advanced degree preferred.
- Experience in healthcare services or business services industries preferred.
Benefits
- health
- dental
- vision
- FSA/HSA
- company-paid life insurance
- 401K with discretionary match
- paid time off
- paid parental leave
- tuition reimbursement
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IA
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