Finance Director – Wealth Segment

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TruStage

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1001 - 5000 Mitarbeiter

Gegründet CUNA Mutual Group, which was founded in 1935

💸 Finanzen

💳 Fintech

Insurance • Finance • Fintech

TruStage ist ein Unternehmen, das Versicherungs-, Investitions- und Technologielösungen anbietet, die darauf abzielen, Einzelpersonen und Unternehmen dabei zu unterstützen, fundierte und selbstbewusste finanzielle Entscheidungen zu treffen. Das Unternehmen bietet eine umfassende Palette von Versicherungsprodukten, darunter Lebens-, Auto-, Wohn- und Sachversicherungen sowie spezialisierte Versicherungen für Unternehmen. TruStage bietet auch Investitionslösungen wie Renten und Vermögensverwaltung sowie Technologielösungen, die sich auf Compliance und E-Commerce-Enablement konzentrieren. TruStage ist bekannt dafür, Kunden beim Risikomanagement und beim Aufbau finanzieller Sicherheit zu unterstützen und bedient seit 1935 Kunden. Es ist weiterhin als hoch bewerteter Anbieter in der Versicherungsbranche anerkannt.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

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