Senior Manager, Financial Performance & Operating Model Transformation (Insurance & Banking)

Responsibilities

• Key responsibilities include:
• Financial Planning, Performance & Profitability
• Lead FP&A and corporate planning initiatives, including stress testing and capital planning, long-range planning, annual budgeting, rolling forecasts, and scenario modeling tailored to insurance and/or banking businesses
• Develop and oversee product, customer, and business-line profitability analysis, including margin drivers, pricing impacts, and capital considerations
• Drive transparency into corporate overhead and shared services costs, ensuring expenses are appropriately allocated to the right products, functions, and business lines
• Support executive decision-making through clear, insight-driven financial narratives and dashboards
• Data, Integration & Performance Enablement
• Partner with finance, technology, and data teams to improve data mapping, integrations, and financial data flows across source systems
• Translate business and finance requirements into scalable performance management and business solutions
• Ensure consistency of definitions, metrics, and hierarchies across planning, reporting, and analytics
• Support post-merger or transformation environments where financial integration and performance alignment are critical
• Target Operating Model (TOM) Leadership
• Lead or support Target Operating Model design and implementation for finance and performance management functions
• Assess current-state capabilities across people, process, technology, governance, and data
• Define future-state operating models aligned to strategy, scale, and regulatory expectations
• Drive execution through detailed roadmaps, change management, and stakeholder engagement
• Leadership & Client / Stakeholder Engagement
• Serve as a trusted advisor to senior executives and finance leadership, including CFO organizations
• Facilitate executive and working sessions, translating complex topics into clear, actionable outcomes
• Lead and mentor project teams, providing coaching, quality oversight, and performance feedback
• Contribute to business development through solution design, proposal development, and thought leadership
• Your Experience

Requirements

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline
• 10+ years of progressive experience in finance, FP&A, corporate planning, or finance transformation with at least 2 years of client-facing experience in a professional services organization
• Deep industry experience in Insurance and/or Banking, with a strong understanding of industry economics, products, and regulatory environments
• Demonstrated expertise in:
• FP&A and enterprise planning
• Product and business-line profitability
• Expense management and cost allocation
• Performance management frameworks and KPIs
• Hands-on experience supporting or leading Target Operating Model transformations
• Strong ability to bridge business, finance, and data/technology teams
• MBA or advanced degree in a relevant field
• Experience in professional services or internal transformation roles within large financial institutions
• Familiarity with FP&A, EPM, or performance management platforms
• Proven track record leading complex, multi-stakeholder initiatives
• Strong executive presence with excellent communication and storytelling skills
• Base Compensation Range
• $143,192 - $244,442 USD

Benefits

Additional Information

The Team - Strategy, Technology & Transformation Join a high-impact team partnering with senior leaders across insurance and banking organizations to improve enterprise performance, transparency, and decision-making. The team supports complex transformations spanning financial planning, profitability analytics, operating model redesign, and data-enabled performance management, often in the context of growth, integration, or large-scale change initiatives.

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Company Intel

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