About The Position

About the Team The Property Liability (PL) Strategy & Operations Team partners closely with PL leadership to define priorities, translate enterprise operating and financial plans into actionable direction, and ensure disciplined integration and execution across the organization. The team plays a critical role in: • Coordinating integrated planning across business units, technology, and finance • Supporting high impact, cross functional initiatives from problem definition through delivery • Preparing executive level materials for senior leadership forums, including PL leadership priority discussions, Board of Directors presentations, and enterprise execution reviews We operate as a small, highly collaborative team that works at a fast pace, across a wide range of topics, and with a need to effectively navigate across multiple levels across the organization. The Role Reporting to the Director of PL Strategy & Operations, the Strategy & Operations Lead Consultant supports a broad portfolio of work across strategy, planning, and operational execution This role is ideal for someone who thrives in a dynamic, fast moving environment, enjoys solving ambiguous problems, and can pair strong analytical skills with clear executive level storytelling. While the role sits within Finance, it is not a traditional financial analyst position—success comes from the ability to work across finance, business, and technology partners to translate complex information into clear, actionable insights for leaders. What Success Looks Like Successful candidates are people who: Are energized by fast‑paced, high‑visibility work and frequent interaction with senior leaders Quickly build context across multiple topics and anticipate leadership needs Can flex across strategy, planning, analytics, and execution without requiring full subject‑matter expertise on day one Understand how to tailor messages and materials for executive audiences versus business‑unit discussions Are motivated by challenging, evolving work rather than fixed or routine deliverables

Requirements

  • Strong business and financial acumen, with the ability to work effectively with financial analysts and translate financial concepts into clear executive storytelling, as well as business and technology leads to elevate key operational priority insights
  • Experience analyzing and synthesizing complex information into clear insights and recommendations
  • Proven ability to develop high‑quality executive‑level presentations and written materials
  • Comfort operating in ambiguous, evolving environments with shifting priorities
  • Strong collaboration, stakeholder management, and communication skills
  • High attention to detail, judgment, and follow‑through
  • Typically 5+ years of relevant experience, though equivalent experience and demonstrated capability will be considered

Nice To Haves

  • Experience in strategy, operations, finance, consulting, or corporate planning roles
  • Exposure to multiple areas of an organization (e.g., finance, operations, claims, go‑to‑market, technology, marketing)
  • Insurance industry experience—particularly Personal Lines—is a plus
  • Experience supporting senior leaders and executive‑level forums

Responsibilities

  • Partner with Property‑Liability leadership and cross‑functional stakeholders (Finance, Operations, Technology, and Business Units) to support strategy development, priority setting, and operational execution aligned to enterprise objectives
  • Contribute to the development and execution of integrated operating and financial plans, helping translate enterprise direction into clear priorities and actions
  • Lead or support cross‑functional initiatives and projects, including scoping, planning, execution, progress tracking, and issue resolution
  • Analyze qualitative and quantitative data to identify trends, risks, and opportunities; synthesize insights into clear recommendations to inform leadership decision‑making
  • Develop concise, executive‑ready communication materials, including presentations, narratives, summaries, and updates for senior leadership, executive committees, and Board‑level audiences
  • Support leadership routines and governance, including meeting planning, agenda development, synthesis of materials, follow‑up on decisions, and tracking of commitments
  • Identify opportunities to improve organizational effectiveness, streamline processes, enhance governance, and strengthen ways of working across teams
  • Build strong, trusted working relationships across functions to drive collaboration, align stakeholders, and remove barriers to execution
  • Support development of business cases and recommendation packages, influencing stakeholders and driving alignment toward outcomes
  • Operate with strong judgment, accountability, and professionalism while balancing multiple priorities and maintaining a high bar for quality
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