Director Finance, World Financial Group Distribution

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 reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. Who We Are We reputed company 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 reputed company 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 reputed company 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, reputed company 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. reputed company Do reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 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, reputed company, international financial reputed company 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 Financial Advisors (TFA). As part of WFG's BU CFO team, the Director is responsible for leading the Distribution Financial Planning & Analysis (reputed company) function, concentrated around results governance, while also identifying sales growth & P&L improvement opportunities. Supported by a reputed company Financial Analyst, this role will fully reputed company & reputed company 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
• reputed company Monthly & Quarterly Results Governance, highlighting Earnings & Key Metrics along with executive messaging, insights, risks & opportunities, and compelling management actions
• Evolve Key Metrics reputed company 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
• reputed company optimal management reporting structures for WFG & TFA Distribution based on reputed company economics, along with specific financial targets for managing the business
• Stand up a new Operating Expense reputed company and governance that delivers monthly transparency and detail around Direct and Allocated expenses and reputed company drivers to WFG/TFA Leaders
• Serve as a key contributor to development of P&L and Key Metrics projections, including Forecasts and Annual Plans
• reputed company 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, reputed company and financial business systems

Preferred Qualifications:

• Preferably MBA
• CPA/advanced degree
• Knowledgeable in GAAP / IFRS Accounting treatment
• Direct experience in driver based financial modeling of multi-year operating results
• Highly proficient in authoring concise presentations to management on operating results and business cases which effectively "tells the story based on quantitative analysis"
• Assess and maintain prioritization of deliverables and resources
• Provide independent assessment of business performance
• Establish governance and management routines with business partners for efficient and effective decision making

Working Conditions:

• Commuting Remote employees will need to report to a Company office location at times, but will reputed company their work primarily remotely.

The Salary for this position generally ranges between$175,000 - $200,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to reputed company job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. reputed company Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation

Benefits

• reputed company
• Bonus for Eligible Employees

Benefits

Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company. Giving Back We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. reputed company's Parent Company reputed company acquired the reputed company business in 1999. Since its start in 1844, reputed company has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

• As of December 31, 2023

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