Finance Director, Strategic Investments jobs in United States
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Aon · 5 days ago

Finance Director, Strategic Investments

Aon Corporation is seeking a Director / Senior Director of Strategic Investments to lead and develop their Corporate Planning & Analytics team. This role involves setting performance expectations, delivering financial insights, and collaborating with senior leadership to drive long-term business growth and sustainability.

ConsultingProfessional ServicesRisk Management

Responsibilities

Lead the strategic investments function, focusing on long-term business growth and sustainability
Develop and implement investment optimization frameworks and strategies that align with the company's strategic goals
Collaborate with senior leadership to identify and evaluate new investment opportunities
Develop and implement insightful tracking processes that enable dynamic and insightful reporting and decision making
Design and implement the process from investment identification, analysis, and selection of investments to execute, to tracking and reporting on the return of executed investments
Drive excellence and standardization in preparation of documents from CFO office to Board/AEC
Provide mentorship and guidance to the CP&A team, fostering a culture of high performance and collaboration
Serve as a key advisor to the CEO and CFO on strategic financial matters
Partner with business leaders on Quarterly Business Reviews. Proactively lead periodic reviews for the CFO against goals and develop action plans required to ensure execution against plans
Work with the VP of Digital Transformation and other functional leaders. Encourage adoption of advanced data interpretation and graphical representation techniques across the finance organization

Qualification

Corporate FinanceInvestment StrategyData AnalysisAnalytical ModelsP&L ManagementCash Flow ManagementData VisualizationCross-Functional LeadershipResults OrientationCommunication SkillsCritical Thinking

Required

Bachelor's degree in finance, Business, Economics, or a related field; MBA or relevant advanced degree strongly preferred
Extensive and progressive experience in corporate Finance and investment theory, strategy, and operations within sophisticated organizations
Proven expertise in developing and implementing sophisticated analytical models and investment strategies and frameworks
Excellent analytical, financial, and business management skills with a deep understanding of P&L and cash flow management
Deep proficiency with data analysis and visualization platforms (e.g., Power BI, Tableau, SAP Analytics Cloud, or similar)
Proven track record of leading cross-functional teams and running large-scale projects in a matrixed environment
Strong business insight with the ability to translate complex data into clear, actionable recommendations
Outstanding communication skills, capable of engaging with senior executives as well as other key collaborators across the organization. Excellent written and presentation skills, including experience in Board of Director materials preparation
High level of integrity, critical thinking, and results orientation

Benefits

401(k) savings plan with employer contributions
Employee stock purchase plan
Consideration for long-term incentive awards at Aon’s discretion
Medical, dental and vision insurance
Paid time off at the discretion of the employee and management in accordance with company policy and practices
Paid sick leave as provided under state and local paid sick leave laws
Short-term disability and optional long-term disability
Health savings account
Health care and dependent care reimbursement accounts
Employee and dependent life insurance and supplemental life and AD&D insurance
Optional personal insurance policies
Adoption assistance
Tuition assistance
Commuter benefits
Employee assistance program that includes free counseling sessions

Company

Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.

Funding

Current Stage
Public Company
Total Funding
$1.94B
Key Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO

Leadership Team

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Alejandro Galizia
CEO Latin America, AON
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Andy Marcell
Global CEO, Risk Capital & Reinsurance Solutions
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Company data provided by crunchbase