Finance Director – Wealth Segment

🕒 Fevereiro 10

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TruStage

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em CUNA Mutual Group, which was founded in 1935

💸 Finanças

💳 Fintech

Insurance • Finance • Fintech

A TruStage é uma empresa que oferece soluções de seguros, investimentos e tecnologia projetadas para ajudar indivíduos e empresas a tomarem decisões financeiras informadas e confiantes. A empresa oferece uma ampla gama de produtos de seguro, incluindo seguros de vida, automóvel, residência e propriedade, bem como seguros especializados para empresas. A TruStage também fornece soluções de investimento como anuidades e gestão de patrimônio, juntamente com soluções tecnológicas voltadas para conformidade e habilitação de e-commerce. Reconhecida por ajudar os clientes a gerenciar riscos e construir segurança financeira, a TruStage tem atendido clientes desde 1935 e continua a se destacar como um provedor altamente avaliado na indústria de seguros.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• Medical • Dental • Vision • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401k • Tuition reimbursement