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Finance Director – Wealth Segment
Full TimeRemoteTeam 1,001-5,000Since CUNA Mutual Group, which was founded in 1935H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
24 days ago
Salary
$128.5K - $239K / year
Bachelor Degree12 yrs expEnglish
Job Description
• 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
Job Requirements
- 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
Benefits
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement