VP, FP&A (Wealth Management & Insurance)

TL;DR

VP, FP&A (Wealth Management & Insurance): Leading the FP&A business partner team and Strategic Performance Analytics COE to drive growth and sustainable business practices for Advice & Wealth Management and Insurance. Focus on integrated planning, forecasting, and delivering actionable KPIs to inform strategic executive decisions.

Location: Hybrid from the Minneapolis, MN or Appleton, WI area

Salary: $259,869.00 - $389,805.00 per year

Company

A large financial services corporation committed to helping clients be wise with money and live balanced, generous lives.

What you will do

• Lead the FP&A business partner team for AWM and Insurance to drive client-centered growth and enable effective decision making.
• Coordinate enterprise integrated planning and forecasting processes, ensuring alignment of financial goals with business strategy.
• Deliver reporting and insights on financial and operational results to identify performance opportunities and risks.
• Lead scenario modeling and sensitivity analyses to evaluate risks and trade-offs on business investments.
• Oversee the Strategic Performance Analytics COE and shared services to define and implement the data & analytics agenda.
• Recruit, develop, and sustain a high-performing finance team while promoting a culture of shared accountability.

Requirements

• Bachelor’s degree in accounting, business, finance or actuarial.
• 15+ years of experience in senior finance or actuarial leadership roles partnering with executives.
• 10+ years of finance leadership in the financial services industry, specifically in wealth management.
• Demonstrated analytical skills and deep understanding of financial services business models.
• Proven track record of building and managing high-performing teams.
• Mature communication skills, able to convey intricate ideas clearly to all levels of management.

Nice to have

• Advanced degree in finance, actuarial, accounting, or business administration.
• Professional certification: CPA, CFA, or FSA.
• Experience interacting with boards and board committees.
• Prior Controller, Actuarial, and/or FP&A leadership experience at a large financial services corporation.

Culture & Benefits

• Flexible hybrid work arrangement.
• Comprehensive health benefits including medical, dental, and vision insurance.
• Retirement security with 401k and pension plans.
• Generous leave policy: 27 days PTO, 10 paid company holidays, and Volunteer Time Off.
• Financial wellness tools including Health Savings Account (HSA) and Flexible Spending Account (FSA).
• Supportive environment with paid parental leave and EAP.