Note: The job is a remote job and is open to candidates in USA. A New Beginning-Genesis 2 is seeking a Finance Director for their Wealth & Annuity Segment. This role serves as a strategic financial business partner, providing financial support and leadership to drive growth and profitability in the Wealth Segment, particularly focusing on annuities and pension risk transfer.
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
- Serve as a senior strategic leader within the Wealth business, with a primary focus on annuities and pension risk transfer (PRT), driving growth and profitability in institutional and insurance-based solutions (not broker-dealer distribution)
- Drive end-to-end coordination and execution across critical actuarial and financial functions, including: Investment management Asset-Liability Management (ALM) Pricing and product design Capital management Reinsurance strategy Valuation and financial reporting
Skills
- Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience) is required
- Bachelor's degree in a Financial Discipline
- 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
- Strong verbal and written communication skills
- Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills
- Deep expertise in annuities and/or pension risk transfer, with a strong understanding of insurance balance sheets and liability-driven investing
- Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience), with demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making
Benefits
- Relocation Assistance Available - Possible for ideal candidate, for those willing to work in, reside in / near Dane County Wisconsin
- Bonus Eligible - Yes
Company Overview
Recruiting, Staffing Company If your business is looking for more effective ways to find & manage talent we can help you solve your most critical human capital challenges If you're looking for a new opportunity, I place high level people and I'd like to talk to you about your goals. It was founded in 1999, and is headquartered in Preston, CT, US, with a workforce of 2-10 employees. Its website is http://www.anewbeginning-genesis2.com.