Serves as the financial leader for the business units you support, providing strategic financial guidance and executing complex, high-impact analyses that drive top-line growth and bottom-line profitability. Oversees the development of management decision-support tools and leads the implementation of cost-saving initiatives. Evaluates the unit's financial performance against long-term strategic goals, operational targets, budgets, and forecasts, and contributes to key decisions related to strategic initiatives and business models. Manages the preparation of budgets, forecasts, financial models, and special projects, while developing and maintaining profitability models, break-even analyses, and performance metrics at both the business unit and enterprise level. Leads monthly and quarterly variance analysis for senior management reporting and delivers highly confidential financial support for acquisitions, compensation/commission strategies, and other strategic initiatives. Operates with minimal supervision, exercises critical decision making skills and escalates to executive leadership when appropriate. Supervises and guides staff responsible for financial reporting and analytical functions.

What you will do:

• Serves as the financial leader for the BUs you support, specifically Columbus Life and Lafayette Life, providing strategic thought leadership and financial direction to the BU President and the senior leadership team to support long-term growth, prudent expense management, and the realization of competitive strategic objectives.
• Advises senior management on financial matters affecting the company, proactively offering insights, strategic analysis, and actionable recommendations informed by performance trends, Enterprise and/or BU objectives, and market competitiveness.
• Oversees future sales modeling and partners in the development of multi-year strategic plans, ensuring financial alignment with enterprise priorities and market dynamics.
• Acts as a liaison between the BU and the Vice President, Finance, Business Unit Sales and Execution, Enterprise CFO and management team on financial matters.
• Reviews, approves, and presents financial reports to W&SFG senior management.
• Provides financial sign-off on submitted AFEs and oversees the measurement of actual results against AFE projections.
• Represents the BU in the Enterprise Risk Management process and participates in enterprise-level initiatives when appropriate.
• Leads the creation of annual budgets, quarterly forecasts, scorecard targets, and variance analysis, ensuring alignment with strategic goals and providing visibility into the BU's performance against Enterprise and/or BU benchmarks
• Develops and maintains profitability models, break-even analysis, pricing support, and decision-analysis tools that inform high-impact business strategies and resource allocation decisions for the BU.
• Implements and champions performance metrics tied to strategic objectives, and communicates scorecard commentary to drive alignment, accountability, and performance visibility across the BU.
• Identifies and executes process improvements and cost-saving initiatives.
• Represents Finance in business unit meetings, independently driving key analysis and providing updates on impactful developments.
• Cross-trained as a backup for another business unit and ensures coverage by training a backup for the unit they support.
• Delegates and manages workflow within the team, ensuring efficiency, accuracy, and timeliness in collaboration with analysts and associates.
• Recruits, hires, and develops staff; provides coaching, assigns goals, prepares development plans, and conducts performance evaluations through the Performance Management Program.
• Performs additional duties as assigned and ensures compliance with all company policies and standards.
• Performs other duties as assigned.
• Complies with all policies and standards.
• Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.

• Bachelor's Degree In Finance or related field or commensurate experience - Required
• Master's Degree - Preferred
• Typically Requires seven years in an analytical role; five years if hold an advanced degree or designated certification. - Required
• Proven experience managing multiple projects simultaneously with strong attention to detail, organizational skills, and time management. - Required
• Proven management experience from planning through execution. - Preferred
• Advanced experience in spreadsheet modeling across business units and financial products. - Required
• Demonstrated ability to work independently with minimal supervision, including experience resolving complex problems through self-initiative and independent decision-making. - Required
• Effective in influencing teams and stakeholders to support recommended actions. - Preferred
• In-depth understanding of financial services industry business processes. - Preferred
• Strong analytical capabilities with a proven track record of problem identification, quantification, and resolution. - Required
• Strategic thinker with the ability to anticipate future scenarios, adapt to change, and develop transformative strategies. - Required
• Excellent verbal and written communication skills, with the ability to present ideas clearly and professionally in various formats. - Required
• Highly proficient in Microsoft Office, particularly Excel and PowerPoint; familiarity with database applications is a plus. - Preferred
• Chartered Financial Analyst (CFA) - Preferred
• Certified Public Accountant (CPA) - Preferred
• Certified Management Accountant (CMA) - Preferred

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Routine and/or extended after hours work needed

Travel Requirements:

• 10% travel