Director, Investment Finance

Kemper Corporation; Chicago (IL); Hybrid; USD 130,000 - 216,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, vision insurance

401(k) with match

Paid time off

Job summary

Kemper Corporation in Chicago, IL, seeks a Director, Investment Finance to lead financial analysis, planning, forecasting, and reporting for the organization's investment portfolio. This role collaborates with Finance, Treasury, Actuarial, and Investment teams to provide strategic insights and guidance.

The position partners across functions to strengthen risk management, optimize capital deployment, and ensure regulatory alignment, while supporting leadership and driving continuous

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• MBA or relevant professional certification (CFA, CPA) preferred.
• 8+ years of progressive finance or accounting experience, including investment support.
• 6+ years of prior management or leadership experience.
• Experience in insurance, asset management, or regulated financial environments preferred.
• Strong understanding of financial statements with GAAP/STAT knowledge.

Responsibilities

• Lead annual investment portfolio financial planning and quarterly forecasting with key assumptions.
• Partner with actuarial, finance, treasury, and other functions to inform forecasts and plans.
• Prepare monthly/quarterly financial reports with analysis of performance, risks, and opportunities.
• Establish and monitor key financial and operating metrics for performance evaluation.
• Contribute to CECL and Valuation Committee processes with data, assumptions, analysis and governance.
• Own select SOX controls within Finance, ensuring proper design and documentation.

Skills

Leadership experience

Financial analysis

Forecasting

Regulatory reporting

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or CFA/CPA preferred

Job description

Location(s)

Chicago, Illinois

Role 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.

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.

Salary

The range for this position is $129,500 to $215,700.

Benefits

This job is eligible for an annual discretionary bonus and Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.).

An Equal Opportunity Employer, M/F/D/V Eligible employees may enjoy benefits such as:

• Qualify for your choice of health and dental plans within your first month.
• Save for your future with robust 401(k) match, Health Spending Accounts and various retirement plans.
• Learn and Grow with our Tuition Assistance Program, paid certifications and continuing education programs.
• Contribute to your community through United Way and volunteer programs.
• Balance your life with generous paid time off and business casual dress.
• Get employee discounts for shopping, dining and travel through Kemper Perks.

Benefits eligibility may vary based on position classification, scheduled hours, work location, temporary or contingent status, independent contractor status, SkillBridge participation, and applicable plan terms.

Equal Opportunity Employment

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.

Kemper at a Glance

The Kemper family of companies is one of the nation’s leading specialized insurers.

With approximately $12 billion in assets, Kemper is improving the world of insurance by providing affordable and easy-to-use personalized solutions to individuals, families and businesses through its Kemper Auto and Kemper Life brands.

Kemper serves over 4.6 million policies, is represented by approximately 24,200 agents and brokers, and has approximately 7,500 associates dedicated to meeting the ever-changing needs of its customers.

Alliance United Insurance Company is not rated.

We value diversity and strive to be an employer of choice.