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Mgr Financial Business Consulting
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Job Description
Job Title: Manager, Financial Business Consulting Location: Remote - OR - Hybrid from our Plano office Position Summary Serves as a strategic financial advisor and business partner to Executive Leadership Team (ELT) and Senior Leadership Team (SLT) members.
Leads financial planning, business performance analysis, executive reporting, and strategic decision support while developing a high-performing team of financial analysts.
Key Responsibilities
Partner with executive and senior leadership on financial strategy, planning, forecasting, and performance management. Define, monitor, analyze, and report key business and financial metrics. Lead the development and presentation of Monthly Business Review (MBR) and Quarterly Business Review (QBR) materials.
Collaborate with leadership on financial plans, forecasts, and capital modeling activities. Conduct complex financial analyses, modeling, and high-profile cost-benefit analyses (CBAs) to support strategic decision-making.
Prepare financial presentation materials for executive leadership, the Board of Directors, and rating agencies. Lead management reporting efforts, identifying key business drivers, quantifying impacts, and translating results into actionable insights.
Lead cross-functional initiatives and research projects that support enterprise financial strategy. Oversee data integrity and ensure the accuracy and quality of financial analysis and reporting. Lead, mentor, and develop financial analysts, fostering professional growth and analytical excellence.
Requirements
Bachelor’s degree in Finance, Accounting, Business, or a related field; advanced degree preferred. 15+ years of finance, accounting, FP&A, or business consulting experience. Strong financial acumen and strategic business partnering skills.
Deep knowledge of insurance products, operations, financial reporting, and industry trends. Exceptional analytical, communication, and presentation skills, including experience presenting to executive leadership.
Required Skills
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