Vice President, FP&A Advice & Wealth Management (AWM) & Insurance
Core
Strategic business partner and trusted advisor to leaders of Advice & Wealth Management (AWM) and Insurance functions, driving client-centered growth, product profitability, and financing for expansion.
Role type
VP, FP&A (Strategic Business Partner)
Builds
Economically sustainable Advice & Wealth Management business and best-in-class Insurance product offerings and pricing.
Domain
Financial Services (Wealth Management & Insurance)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Integrated planning and forecasting, business performance management, strategic decision support and analysis, scenario modeling, sensitivity analysis, team leadership, cross-organization relationship building, financial services business model knowledge, consultative financial leadership, creative problem-solving.
Preferred skills
Board interaction experience, advanced strategic orientation, prior Controller/Actuarial/FP&A leadership at large financial services corporation.
Technologies
data strategies, management reporting tools, forecasting tools
Responsibilities
Lead FP&A Strategic Business Partner team for AWM and Insurance; drive enterprise integrated planning and forecasting; provide strategic financial guidance to senior leadership; lead review of financial and operational results; deliver reporting and insights on performance to plan; collaborate on business initiatives, product profitability, and resource allocation; lead scenario modeling and sensitivity analyses; oversee FP&A Strategic Performance Analytics COE and shared service teams; define data & analytics agenda; deliver actionable analytics to inform key business decisions; recruit, develop, and sustain a high-performing team.
Seniority
VP, strategic leadership & mentorship