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

Highspring (Formerly MorganFranklin Consulting); Charlotte (NC); On-site; USD 143,192 - 244,442; Full time

Job summary

A leading consulting firm in Charlotte is looking for a seasoned finance transformation leader to join their high-impact team. You will work closely with senior executives in the finance sector, providing insight and oversight on financial planning, performance analytics, and profitability analysis. The ideal candidate should have over 10 years of experience in finance with a strong basis in the banking or insurance industry. Competitive compensation is offered, including a salary range of $143,192 to $244,442 USD based on experience.

Qualifications

• 10+ years of experience in finance or FP&A, including client-facing roles.
• Deep industry experience in Insurance and/or Banking.
• Hands-on experience in financial transformation and Target Operating Model.

Responsibilities

• Lead financial planning and corporate initiatives tailored to finance.
• Partner with stakeholders to improve financial data integration.
• Design operating models aligned with financial strategies.

Skills

Financial Planning and Analysis

Enterprise Planning

Product Profitability Analysis

Cost Allocation Management

Performance Management Frameworks

Stakeholder Engagement

Education

Bachelor’s degree in Finance, Accounting, Business, or Economics

Job description

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.

Your Impact

This role is designed for a seasoned finance transformation leader who understands how financial performance is created, measured, and managed within complex financial services organizations. You will work closely with executive stakeholders to translate strategy into actionable financial and operating models, ensuring insight, accountability, and sustainable value creation.

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

Minimum Qualifications

• 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

Preferred Qualifications

• 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

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range: $143,192 USD - $244,442 USD