Role Purpose

The Senior Manager, Specialty Finance serves as a strategic finance partner to Commercial Product leadership, translating financial and operational data into clear, actionable insights that support revenue growth, as well as loss and expense management. This role sits at the intersection of Finance and Product, with a primary focus on growth performance drivers, loss analytics, and forward-looking projection support.

Key Responsibilities:

Specialty Finance Leadership

Own financial analysis and decision support for the Specialty Finance organization:

• Revenue trends – sales, retention, average premium
• Loss cost, severity, and frequency trends
• General expense and operational cost dynamics
• Plan and forecast – model capabilities and initiative outlook

Partner closely with Product leaders to:

• Evaluate performance drivers and emerging trends
• Provide profitability glide path in respect to loss and expense costs
• Quantify trade-offs between rate and non-rate impacts to profitable growth
• Support data-backed decisions related to operational changes

Analytics & Insight Generation

Develop and maintain product-focused analytics, including:

• Retention elasticity insights
• Loss cost and expense outlooks
• Pure premium trend analysis
• Sensitivity analyses and scenario testing

Move beyond reporting to deliver insight-led storytelling that connects financial outcomes to operations and decision levers

Design and operationalize new analytical tools and models to support decision-making at scale

Identify opportunities to improve analytical frameworks, data usability, and insight timeliness across Finance and Product

Senior Leader & Stakeholder Partnership

Serve as a trusted thought partner to:

• Finance and Product senior leadership
• Cross-functional with other finance partners (e.g., Distribution, Claims, Reserving, Pricing Analytics)

Support financial and business readouts by distilling complex analyses into clear, decision-ready narratives

Anticipate questions and proactively surface risks and opportunities related to top and bottom line performance

Process Improvement & Capability Building

Enhance consistency and rigor across finance’s commercial analytics through:

• Standardized metrics, templates, and decision frameworks
• Improved documentation and repeatability of analyses

Contribute to the evolution of FP&A toward a high-impact advisory, forward-looking model

Collaborate with peers to share best practices and elevate analytics maturity across the Specialty CFO organization

People Leadership & Development

Lead, mentor, and develop team members within Specialty CFO organization

Set clear expectations around analytical quality, business partnership, and ownership

Build bench strength by coaching team members toward broader understanding of the business, economics, and trade-offs between decisions.

Basic Qualifications:

• Bachelor’s degree in Finance or related field (MBA and/or CPA preferred).
• 5+ years in FP&A, Finance, Accounting, and the insurance industry, including work with financial forecasting, data modeling or data science.
• Strong Microsoft Office skills (Word, Excel, PowerPoint, Visio, VBA)
• Skillset in PowerBI and/or SQL preferred, but not required
• Excellent communication, collaboration, and problem-solving skills.
• Strong business acumen and proven track record demonstrating ability to deeply understand the needs of the business stakeholders.
• Strong analytical and quantitative skills with the ability to use data and metrics to justify assumptions and develop business cases.
• Agility to manage changing expectations and priorities.
• Previous experience as a people leader preferred.

Location: This position is a hybrid role. It is required to be on-site 3 days per week, at one of the following office locations:

• Chicago, IL
• Bethesda, MD

Annual Salary

The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.