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TruStage

Confidence at every stage

Finance Director, Commercial Segment

Financial Planning and AnalysisFinancial Planning and AnalysisOtherRemoteLeadTeam 1,001-5,000Since CUNA Mutual Group, which was founded in 1935H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

129 days ago

Salary

$128.5K - $239K / year

Seniority

Lead

Bachelor Degree12 yrs expEnglish

Job Description

Finance Director, Commercial Segment

TruStage

• 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
  • Strong verbal and written communication skills.

Benefits

  • medical
  • dental
  • vision
  • employee assistance program
  • life insurance
  • disability plans
  • parental leave
  • paid time off
  • 401k
  • tuition reimbursement

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