The Sr Manager , Finance is directly responsible for the strategic direction, operational excellence, and financial performance of one or more major finance functions (e.g., FP&A, Controllership, Revenue, or Corporate Finance). This role translates enterprise strategy into actionable financial plans, ensures disciplined execution across multiple teams, and serves as a key partner to executive leadership on matters of financial performance, risk, and resource allocation. This role owns significant budgets and financial outcomes, and plays a meaningful role in shaping functional and, at times, firm‑wide strategy. This job requires strong executive presence, deep technical finance expertise, and the ability to lead complex, cross‑functional initiatives in a regulated environment.
Primary Responsibilities
- Provide strategic and operational leadership for assigned Finance functions, ensuring alignment with firm strategy, financial objectives, and regulatory requirements.
- Translate enterprise and functional strategy into multi-year financial plans, operating models, and execution roadmaps.
- Oversee financial planning, forecasting, and performance management processes; ensure accuracy, discipline, and insight in financial results and outlooks.
- Partner closely with executive leadership, business unit leaders, and functional heads to inform decision‑making on growth, investments, pricing, cost structure, and capital allocation.
- Lead through Directors and Senior Managers; set goals, priorities, and performance standards cascading across multiple teams.
- Own and manage significant budgets within the Workday Adaptive platform and financial resources; ensure appropriate controls, monitoring, and accountability for spend and outcomes.
- Ensure compliance with U.S. GAAP, internal finance policies, SOX requirements, and COSO‑aligned internal control frameworks.
- Oversee financial close, reporting, and analytical processes for assigned areas; ensure accuracy, timeliness, and audit readiness.
- Identify financial risks and opportunities; design and implement mitigation plans, scenario analyses, and sensitivity modeling to support leadership decisions.
- Drive continuous improvement and transformation initiatives across finance processes, data, systems, and controls, including automation and standardization.
- Serve as a senior finance representative in cross‑functional initiatives, system implementations, regulatory reviews, and audit engagements.
- Develop, coach, and retain high‑performing finance leaders; build succession plans and a strong leadership bench within the function.
- Establish and reinforce a culture of accountability, rigor, ethical judgment, and continuous improvement across the finance organization.
Required Knowledge & Experience
- Expert knowledge of core finance and accounting disciplines and systems, including financial planning and analysis, financial reporting, internal controls, and performance management.
- Strong understanding of U.S. GAAP, SOX, and COSO internal control principles, with experience operating in regulated environments.
- Demonstrated ability to lead large, complex finance teams through subordinate leaders and influence outcomes through others.
- Advanced strategic thinking and problem‑solving skills, with the ability to address highly complex, ambiguous, and multi‑dimensional business challenges.
- Intellectual curiosity, particularly as it pertains to implementing AI in the finance function, and the ability to lead through change
- Highly proficient in Microsoft Office including Excel and Outlook.
Qualifications
- Demonstrated experience leading others with accountability for large teams and complex operations.
- Experience in insurance, financial services, or other highly regulated environments strongly preferred.
- Bachelor's degree in finance required and/or comparable mix of education and experience.
- MBA, advanced degree and/or additional certifications highly preferred.
- 10+ years of experience in financial planning & analysis, corporate finance, or accounting required.
- Experience using Workday Financials, HCM, and Adaptive strongly preferred.