Finance Director, Wealth Segment (Hybrid)

TruStage•Madison, WI

3d•Hybrid

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position serves as the Strategic Financial Business Partner of a specific business or functional area such as a Product Segment or Operations area. Participates with Leadership of assigned area to develop strategies and execution plans to achieve goals. Ensures financial rigor is consistently applied to business management. Provides direction to the finance functions taking place within the assigned area and works with Corporate Finance to ensure a strong performance management discipline.

Requirements

Bachelor's degree in Accounting or 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.
Experience working with sales and revenue models, company financials, product pricing and profitability models and performance measures.
Strong verbal and written communication skills.
Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills

Nice To Haves

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

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.