Director, Investment Finance

Kemper; Chicago (IL); On-site; USD 130,000 - 216,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical insurance

Dental insurance

Vision insurance

PTO

401k

Job summary

Kemper in Chicago, Illinois, seeks a Director of Investment Finance to lead financial analysis, planning, forecasting, and reporting for the investment portfolio. You will partner with Finance, Treasury, Actuarial, and Investment teams to provide strategic insights, support investment objectives, strengthen risk management, and ensure regulatory alignment.

The role requires a Bachelor’s degree in Finance, Accounting, Economics (MBA or CFA/CPA preferred) with 8+ years of finance experience and 6+

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• MBA or CFA/CPA preferred for advancement.
• 8+ years of progressive finance experience, including investments.
• 6+ years of prior management or leadership experience.

Responsibilities

• Lead annual investment portfolio financial planning and quarterly forecasting with key assumptions.
• Coordinate with actuarial, finance treasury and other functions to translate results into forecasts.
• Prepare monthly and quarterly financial reporting packages with analysis of performance, trends, risks and opportunities.
• Establish and monitor key financial and operating metrics for performance evaluation.
• Contribute to CECL and Valuation Committee processes, coordinating data, assumptions, and governance.
• Own selected SOX controls within Finance, ensuring design and documentation.

Skills

Financial analysis

Forecasting

Leadership

Regulatory understanding

Strategic insights

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or CFA/CPA preferred

Job description

Details

The Director, Investment Finance leads the financial analysis, planning, forecasting, and reporting activities supporting the organization’s investment portfolio. This role partners closely with Finance, Treasury, Actuarial, and Investment teams to provide strategic financial insights, support investment and business objectives, strengthen risk management, optimize capital deployment, and ensure alignment with regulatory requirements.

Location(s)

Chicago, Illinois

Role Responsibilities

• Lead the annual investment portfolio financial planning and quarterly forecasting process, including development of key assumptions and coordination with business leaders
• Partner with actuarial, finance treasury and other business functions to understand financial results and incorporate operating trends into forecasts and plans.
• Lead preparation of monthly and quarterly financial reporting packages for senior management with clear and concise analysis of financial performance, including key trends, risks, opportunities, and forward-looking implications.
• Establish and monitor key financial and operating metrics used to evaluate company and business‑unit performance.
• Key contributor to the company’s Current Expected Credit Losses (CECL) and Valuation Committee processes, including coordination of data, assumptions, analysis, documentation, and appropriate governance.
• Serve as the owner of certain key SOX controls within Finance, ensuring controls are appropriately designed, executed, documented, and supported.

Minimum Role Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA or relevant professional certification (e.g., CFA, CPA) preferred
• At least 8 years of progressive finance, accounting, or related experience, including experience supporting investments or investment‑related financial activities
• At least 6 years of prior management or leadership experience leading teams
• Previous experience in insurance, asset management, or another complex, regulated financial environment preferred
• Strong understanding of financial statements, accounting principles, and the interaction between operating performance and financial results.
• Knowledge of applicable financial and regulatory reporting standards, including GAAP and STAT

The range for this position is $129,500 to $215,700. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is eligible for an annual discretionary bonus and Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.).

Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper is focused on expanding our Diversity, Equity and Inclusion efforts to align with our vision, mission, and guiding principles.

Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.

Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.