THE TEAM YOU WILL BE JOINING
- Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
- Start-up company previously inside a 100- year old financial services giant building the HR/Benefits/Total Rewards function
- New entity is $3.5B in sales, global client base with Top 10 status in industry
- Ownership mindset in the company- Incentive Equity Program (IEP) aligning long-term awards to the value the company is creating for all employees.
WHAT THEY OFFER YOU
- Meritocracy culture that rewards the individual for hard work!
- Have you negotiated contracts? Use your experience to create the future of the company!
- Can you synthesis data to tell a story to business execs? Exposure galore to set the future state.
- C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
- Formulate comprehensive long- and short-term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling
THE DETAILS:
- On-site 4 days a week in Uptown
- Lead the enterprise FP&A function, consolidating financial planning and reporting across multiple lines of business and corporate functions
- Manage the end-to-end planning and forecasting processes, ensuring timely and accurate board deliverables and monthly reporting packages
- Oversee a small team of financial analysts, providing leadership and development opportunities
- Collaborate with business leaders as a financial business partner to support strategic initiatives, acquisitions, and divestitures
- Drive improvements in financial reporting infrastructure and processes to enhance clarity, efficiency, and decision-making
- Ensure financial deliverables are tailored for high-level audiences with clear, concise narratives and actionable insights
- Support integration and alignment of financial systems and data, working closely with finance systems and IT teams
- Maintain strong governance and controls over financial data and reporting processes to meet internal and external stakeholder requirements
- Experience leading enterprise FP&A functions, including consolidated roll-ups from multiple lines of business and corporate functions
- Proven ability to manage and improve mature financial planning and forecasting processes within a large, multi-billion dollar organization
- Strong familiarity with board-level deliverables and the ability to create clear, concise, and high-level financial narratives for executive audiences
- Experience managing small teams, including financial analysts, with demonstrated leadership and mentoring capabilities
- Proficiency with financial planning systems such as Workday Adaptive Planning, Hyperion Planning, Anaplan, or similar platforms; experience with Workday Financials is highly desirable
- Ability to partner effectively with business leaders across various corporate functions and support transformation initiatives
- Background in financial reporting, controls, and business process improvement, ideally with exposure to internal audit or similar disciplines
