[Remote] Finance Director, Wealth & Annuity Segment, Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience)
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.ResponsibilitiesServe 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 tacticsProvide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tacticsPartner with the Finance organization to ensure strong performance management discipline. Collaborate with other Finance functions to ensure consistent and effective decision makingProvide 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 financeBuild and lead staff to support and drive departmental/corporate goals and strategyDevelop staff capabilities and cultivate talent for future advancementEnsure 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 financialsIdentify 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 decisionsFacilitate 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 TeamDesign/support programs to strengthen financial literacy within the assigned areaServe 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 reportingSkillsActuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience) is requiredBachelor's degree in a Financial Discipline4-5 years of experience leading teams or providing direction to other resources3-5 years of experience in providing executive consultation and influencing business decisions12+ years of work experience in financial management with managerial responsibility for functional activities in the financial services industryStrong verbal and written communication skillsDemonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skillsDeep expertise in annuities and/or pension risk transfer, with a strong understanding of insurance balance sheets and liability-driven investingActuarial 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-makingBenefitsRelocation Assistance Available - Possible for ideal candidate, for those willing to work in, reside in / near Dane County WisconsinBonus Eligible - YesCompany OverviewRecruiting, 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.