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Company

Assurant · 6 hours ago

Director, Client Financial Partner

United States

Full-time

Remote

Senior Level

$99K/yr - $166K/yr

8+ years exp

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Responsibilities

Coordinate financial reports/outputs across all client programs to ensure accuracy, data integrity and completeness of financials and operational KPIs (35%)

Collaborate across functions to create financial and operational reports necessary to track all relevant financial and operational metrics

Weekly/daily monitoring of all KPIs to ensure program is performing according to design

Identification of variances and analysis of those variances down to root cause

Ensure consistent formats of reporting across organization and programs

Lead cross-functional teams internal to ensure client financials are accurate and complete

Collaborate with other functional areas to gather information, design and develop integrated solutions to address business needs and mitigate risks

Develop corrective action plans together with key product and operational owners and manage the action plans to completion

Communicate errors, omissions, or changes as well as the controls to prevent future errors to clients on behalf of all the cross functional groups

Prepare and present the monthly business reviews to client (30%)

Serve as primary liaison between Assurant and Client on all finance-related matters, including performance insights, forecast accuracy, risk mitigation, rate adequacy, new product and/or program launches, etc.

Coordinate financial reconciliation efforts and ensure issue resolution with client

Communicate regularly with financial contacts at Client

Development and present monthly Client business review of financial analysis including key insights and recommendations

Manage special projects relating to one time client requests, business challenges, opportunities, new products, etc. (35%)

Supports leadership in creating a strong strategic plan based on sound decisions and a robust operational plan to drive successful project launches with exceptional results

Financial performance reporting, monitoring and cost analysis

Lead the effort of gathering relevant data and resources to ensure special requests from the client or account executives are addressed timely and thoroughly

Provide analytical support and other ad hoc financial analyses to leadership

Travel

Supports the oversight of budget for financial reporting for Lifestyle’s largest clients with revenue exceeding $500M

Qualification

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Financial managementAdvanced ExcelSQLLarge data experienceOperational ownershipStakeholder engagementInsurance industry experienceFinancial services experienceMobile industry experienceOrganization abilities

Required

Requires a Bachelor's degree in accounting, finance, business administration or a related field

Minimum of 8 years of directly related progressively responsible professional-level financial management experience

Advanced Excel and SQL and experience with large data

Effective communication to influence without authority as this is a client facing role

Demonstrate excellent operational ownership, including strong internal and external collaboration

Support to strengthen strong engagement of internal stakeholders, processes and systems

Preferred

Prior experience in the insurance, financial services or mobile industry

Independent, self-starter with problem solving skills

Superior organization abilities and the ability to multi-task in a fast-paced environment

Strong internal and external collaboration with the ability to establish positive relationships with all levels of employees, management, and external parties

Excellent attention of detail

Team leadership experience and skills

Support to strengthen strong engagement of internal stakeholders, processes, and systems