Bachelor's degree in Finance, Accounting, Business, Economics, or related field
10+ years in finance, FP&A, corporate planning, or finance transformation
2+ years of client-facing experience in a professional services organization
Deep industry experience in Insurance and/or Banking
Expertise in FP&A, product profitability, expense management, and performance management frameworks
Hands-on experience with Target Operating Model transformations
Ability to bridge business, finance, and technology teams
Responsibilities
Lead FP&A and corporate planning initiatives including stress testing and capital planning
Develop and oversee profitability analysis for products and business lines
Drive transparency into corporate overhead and shared services costs
Support executive decision-making with insight-driven financial narratives
Partner with finance and technology teams to improve data flows
Translate business requirements into scalable performance management solutions
Lead or support Target Operating Model design and implementation
Benefits
Comprehensive health and wellness programs
Flexible work arrangements
Professional development opportunities
Collaborative and inclusive work environment
Access to advanced technology and tools
Full Job Description
Your Impact
This role is designed for a seasoned finance transformation leader who understands how financial performance is created, measured, and managed within complex financial services organizations. You will work closely with executive stakeholders to translate strategy into actionable financial and operating models, ensuring insight, accountability, and sustainable value creation.
Key responsibilities include:
Financial Planning, Performance & Profitability
Lead FP&A and corporate planning initiatives, including stress testing and capital planning, long-range planning, annual budgeting, rolling forecasts, and scenario modeling tailored to insurance and/or banking businesses
Develop and oversee product, customer, and business-line profitability analysis, including margin drivers, pricing impacts, and capital considerations
Drive transparency into corporate overhead and shared services costs, ensuring expenses are appropriately allocated to the right products, functions, and business lines
Support executive decision-making through clear, insight-driven financial narratives and dashboards
Data, Integration & Performance Enablement
Partner with finance, technology, and data teams to improve data mapping, integrations, and financial data flows across source systems
Translate business and finance requirements into scalable performance management and business solutions
Ensure consistency of definitions, metrics, and hierarchies across planning, reporting, and analytics
Support post-merger or transformation environments where financial integration and performance alignment are critical
Target Operating Model (TOM) Leadership
Lead or support Target Operating Model design and implementation for finance and performance management functions
Assess current-state capabilities across people, process, technology, governance, and data
Define future-state operating models aligned to strategy, scale, and regulatory expectations
Drive execution through detailed roadmaps, change management, and stakeholder engagement
Leadership & Client / Stakeholder Engagement
Serve as a trusted advisor to senior executives and finance leadership, including CFO organizations
Facilitate executive and working sessions, translating complex topics into clear, actionable outcomes
Lead and mentor project teams, providing coaching, quality oversight, and performance feedback
Contribute to business development through solution design, proposal development, and thought leadership
Your Experience
Minimum Qualifications
Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline
10+ years of progressive experience in finance, FP&A, corporate planning, or finance transformation with at least 2 years of client-facing experience in a professional services organization
Deep industry experience in Insurance and/or Banking, with a strong understanding of industry economics, products, and regulatory environments
Demonstrated expertise in:
FP&A and enterprise planning
Product and business-line profitability
Expense management and cost allocation
Performance management frameworks and KPIs
Hands-on experience supporting or leading Target Operating Model transformations
Strong ability to bridge business, finance, and data/technology teams
Preferred Qualifications
MBA or advanced degree in a relevant field
Experience in professional services or internal transformation roles within large financial institutions
Familiarity with FP&A, EPM, or performance management platforms
Proven track record leading complex, multi-stakeholder initiatives
Strong executive presence with excellent communication and storytelling skills
Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.
