VP, Finance Operations and Transformation (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job purpose:

Reporting to the CFO, this position is responsible for driving the continuing evolution of the Finance operating model. This role will be accountable for evaluating the current engagement model of Finance, both from a process and technology perspective, enacting change where appropriate. Collaborating with the Finance leadership team, Executive leadership team, and other key stakeholders, the VP, Finance Operations and Transformation will be charged with aligning partner needs/business requirements in conjunction with the TruStage operating model to optimize the role Finance plays. Acting as a change champion, this role will drive modernization and efficiency across the functional business areas.

Job responsibilities:

• Document and evaluate key areas of the Finance business process/technology against relevant benchmarks and measures of success.
• Ensure proper training and communication strategies are in place for all aspects of Finance modernization and transformation.
• Evolve the management process to ensure the proper balance of metric driven management, operating and strategic focus, accountability, and ultimate connection back to TruStage customers.
• In conjunction with key partners, define the model by which to prioritize and drive analytic and optimization efforts across the business, ensuring connection back to the annual and strategic business plans.
• Align the governance model to standardize business case development and prioritization of investment decisions.
• Collaborate with the Technology team to continue the modernization of Finance platforms and data strategy, in alignment with the broader TruStage process and risk framework.
• Provide expertise and guidance to rationalize business resource optimization and capacity planning across key initiatives.
• Drive a higher level of connectivity across all aspects of the Financial functions.

Experiences/Capabilities:

• 15+ years experience in senior roles, within or supporting Finance, preferably in Insurance or Financial Services industries.
• Knowledge of industry best practices and emerging trends in Finance transformation.
• Demonstrated experience developing and leading large-scale transformation and effective change management practices.
• Project management methodology knowledge: Familiarity with project management methodologies (e.g., agile, lean) and how to apply them to Finance value streams.
• Strong leadership skills to provide vision and support to the Finance team, mentor individuals, and develop high-performing talent.
• Executive leadership experience with distributed teams focusing on team success and inclusivity
• Expertise in leading organizational change, driving collaboration, and building excitement in others to embrace change.
• Evidence of building trusted relationships across an organization to influence & promote efficient decision-making.
• Build trust with others through transparency, reliability, and acting with integrity.
• Analytical expertise to assess program effectiveness and guide data-driven decisions
• Travel up to 25%

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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.