The
Sr Manager, Finance is directly responsible for the strategic direction, operational excellence, and financial performance of one or more major finance functions (e.g., FP&A, Controllership, Revenue, or Corporate Finance). This role translates enterprise strategy into actionable financial plans, ensures disciplined execution across multiple teams, and serves as a key partner to executive leadership on matters of financial performance, risk, and resource allocation. This role owns significant budgets and financial outcomes, and plays a meaningful role in shaping functional and, at times, firm-wide strategy. This job requires strong executive presence, deep technical finance expertise, and the ability to lead complex, cross-functional initiatives in a regulated environment.
Primary Responsibilities- Provide strategic and operational leadership for assigned Finance functions, ensuring alignment with firm strategy, financial objectives, and regulatory requirements.
- Translate enterprise and functional strategy into multi-year financial plans, operating models, and execution roadmaps.
- Oversee financial planning, forecasting, and performance management processes; ensure accuracy, discipline, and insight in financial results and outlooks.
- Partner closely with executive leadership, business unit leaders, and functional heads to inform decision-making on growth, investments, pricing, cost structure, and capital allocation.
- Lead through Directors and Senior Managers; set goals, priorities, and performance standards cascading across multiple teams.
- Own and manage significant budgets within the Workday Adaptive platform and financial resources; ensure appropriate controls, monitoring, and accountability for spend and outcomes.
- Ensure compliance with U.S. GAAP, internal finance policies, SOX requirements, and COSO-aligned internal control frameworks.
- Oversee financial close, reporting, and analytical processes for assigned areas; ensure accuracy, timeliness, and audit readiness.
- Identify financial risks and opportunities; design and implement mitigation plans, scenario analyses, and sensitivity modeling to support leadership decisions.
- Drive continuous improvement and transformation initiatives across finance processes, data, systems, and controls, including automation and standardization.
- Serve as a senior finance representative in cross-functional initiatives, system implementations, regulatory reviews, and audit engagements.
- Develop, coach, and retain high-performing finance leaders; build succession plans and a strong leadership bench within the function.
- Establish and reinforce a culture of accountability, rigor, ethical judgment, and continuous improvement across the finance organization.
Required Knowledge & Experience- Expert knowledge of core finance and accounting disciplines and systems, including financial planning and analysis, financial reporting, internal controls, and performance management.
- Strong understanding of U.S. GAAP, SOX, and COSO internal control principles, with experience operating in regulated environments.
- Demonstrated ability to lead large, complex finance teams through subordinate leaders and influence outcomes through others.
- Advanced strategic thinking and problem-solving skills, with the ability to address highly complex, ambiguous, and multi-dimensional business challenges.
- Intellectual curiosity, particularly as it pertains to implementing AI in the finance function, and the ability to lead through change
- Highly proficient in Microsoft Office including Excel and Outlook.
Qualifications- Demonstrated experience leading others with accountability for large teams and complex operations.
- Experience in insurance, financial services, or other highly regulated environments strongly preferred.
- Bachelor's degree in finance required and/or comparable mix of education and experience.
- MBA, advanced degree and/or additional certifications highly preferred.
- 10+ years of experience in financial planning & analysis, corporate finance, or accounting required.
- Experience using Workday Financials, HCM, and Adaptive strongly preferred.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
