Job Family
Finance – General
About Us
At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment – one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good – for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com.
Job Description Summary
The Director of Finance for Distribution is a Key Business Partner and financial steward for reputed company’s Distribution business, which consists of World Financial Group (WFG) and reputed company (TFA). As part of WFG’s BU CFO team, the Director is responsible for leading the Distribution Financial Planning & Analysis (FP&A) function, concentrated around results governance, while also identifying sales growth & P&L improvement opportunities. Supported by a Lead Financial Analyst, this role will fully leverage & harness data capabilities to uncover business “reveals” and identify targeted sales/agent segmentation opportunities.
Job Description
Responsibilities:
• Serve as a Key Business Partner to help run and grow the WFG & TFA Distribution businesses with strong financial stewardship as a key value proposition
• Lead Monthly & Quarterly Results Governance, highlighting Earnings & Key Metrics along with executive messaging, insights, risks & opportunities, and compelling management actions
• Evolve Key Metrics framework to ensure a relevant, consistent, and comprehensive set of KPIs with depth & frequency, fully in line with business demand, strategy, and growth objectives
• Provide Distribution thought leadership and direction around deeper data views to uncover business findings and sales/business growth opportunities
• Develop optimal management reporting structures for WFG & TFA Distribution based on current economics, along with specific financial targets for managing the business
• Stand up a new Operating Expense cadence and governance that delivers monthly transparency and detail around Direct and Allocated expenses and related drivers to WFG/TFA Leaders
• Serve as a key contributor to development of P&L and Key Metrics projections, including Forecasts and Annual Plans
• Develop and actively coach staff setting clear and high standards of performance balanced with individual goals and continual professional improvement
Qualifications:
• Bachelor’s degree in accounting or finance, or equivalent experience
• 12 years of accounting/finance experience including 8 years in a senior finance leadership role supporting distribution and /or product management function
• Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
• Direct management of finance professionals, including remote management of team
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems
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