Sr. Manager, Finance

Symetra; United States; Remote; USD 125,000 - 209,000; Full time

Job summary

An established industry player is seeking a Senior Manager of Finance to lead their annual financial planning process. This role involves overseeing the full planning lifecycle, enhancing processes, and collaborating with cross-functional teams. Ideal candidates will possess strong financial leadership, analytical skills, and a passion for process improvement. This position offers a flexible work environment and a commitment to employee development, making it a great opportunity for those looking to advance their careers in finance.

Benefits

Flexible full-time or hybrid telecommuting arrangements

401(k) plan with company matching

Paid time off including vacation and sick time

Community impact matching program

Qualifications

• 7+ years of relevant work experience in finance.
• Experience with GAAP and STAT accounting and reporting.
• Strong decision making and problem-solving skills.

Responsibilities

• Lead the end-to-end financial planning cycle.
• Prepare executive communication materials.
• Coordinate with business partners on planning files.

Skills

Financial Leadership

Analytical Skills

Communication Skills

Organizational Skills

Problem Solving

Collaboration

Education

High School Diploma

Bachelor's in Accounting, Math or Finance

Master's Degree

Professional Certifications in Finance or Accounting

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Symetra has an exciting opportunity to join us as a Senior Manager of Finance!

About the role

We are seeking aSenior Manager of Financeto lead and enhance Symetra's annual financial planning process for retirement, benefits, and life products. This individual will oversee the full planning lifecycle-from strategy and set up to execution and communication-with a strong focus on modernization, cross-functional collaboration, and clear executive deliverables.

The ideal candidate brings financial leadership experience, a passion for process improvement, and strong analytical, communication, and organizational skills. This individual contributor role reports through the company's corporate actuary. You'll work closely with actuarial, finance, reinsurance, and investment teams, and you'll serve as the default presenter for executive-level planning deliverables.

What you will do

• Own the Financial Planning Process: Lead the end-to-end planning cycle including kick-off, assumption reviews, deliverables, and executive updates. Maintain and improve documentation and planning tools.


• Oversee Plan Consolidations: Coordinate the development and roll-forward of plan files, run consolidations, and prepare core metrics such as operating income projections, capital ratios, and cost of financing.


• Drive Executive Communication: Prepare Board and senior management materials, plan estimates, and divisional templates. Present to executives and serve as the point person for summarizing division-level financials, key goal indictors, and insights.


• Enhance Process & Tools: Collaborate with actuarial modeling and finance to identify and solve bottlenecks in actual-to-plan comparisons. Support future-state integration and planning automation.


• Coordinate with Business Partners: Work with AVP Actuary and other leaders to oversee the corporate and surplus planning files, insurance premium estimates, and Sumitomo deliverables (e.g., KGIs, Core Business Profit).


• Lead Key Planning Meetings: Facilitate plan review meetings with the CFO/CEO, weekly check-ins, and annual kick-off. Manage admin and individual contributor support as needed


• Ad hoc requests and projects

What we offer you

"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. AVP Internal Sales, Training and Development

"Symetra is inclusive of all employees regardless of their personal differences." Darrell J. Actuary III

"At Symetra, we prioritize learning and provide various resources like the Student of the Business courses, sponsorship for professional certifications, and helpful colleagues who are always ready to teach and answer questions." Financial Reporting Lead Senior Analyst

Benefits and Perks

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements


• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%


• Paid time away including vacation and sick time, flex days and ten paid holidays


• Give back to your community and double your impact through our company matching

Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $125,000 - $208,400 plus eligibility for the company annual bonus program.

Who You Are:

• High School Diploma required, BA/BS in Accounting, Math or Finance preferred, or Master's degree a plus


• Professional certifications in finance, accounting, and/or actuarial preferred


• Minimum of 7 years of relevant work experience, including a minimum of 3 years supervisory experience leading individuals to meet their deliverables


• Experience working in accounting


• Financial services industry experience preferred


• Extensive experience with Microsoft Excel and PowerPoint


• Experience with GAAP and STAT accounting and reporting


• Strong communication skills and ability to deliver findings, recommendations, and training topics


• Excellent decision making and problem-solving skills


• Innovative and creative in resolving issues and improving processes


• Ability to effectively collaborate cross-functionally and build relationships with others


• Ability to prioritize, organize and plan


• A history of being a successful team member and team leader


• Goal oriented with a track record of driving through to completion


• Understand technical knowledge of investment accounting and reporting including GAAP and Statutory accounting frameworks and other financial concepts


• Foster a positive and proactive work environment


• Ability to work a flexible schedule, as the need arises (month, quarter and year-ends, ad hoc)

We empower inclusion.

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom.

Symetra is a national financial services company that helps people achieve their financial goals and have confidence in the future. We value transparency and sustainability, providing competitive products and clear communication. Our commitment to DEI means we support our communities and prioritize financial freedom for all.

For more information about our careers visit https://symetra.eightfold.ai/careers.

Work Authorization

This role does not offer employer work visa sponsorship or support. Applicants need to be authorized to work in the United States at hire and throughout their employment.

#LI-BW1

#REMOTE