Senior Director

  • 38203
  • Life - Investments
  • |
  • Ontario, Canada
  • |
  • Sep 18, 2020
Insurance
RESPONSIBILITIES
  • Lead and drive the development of the Strategic and Business plan process.
  • Support divisional expense management planning for business groups.
  • Provide analysis and insights to support the development of annual expense assumptions for actuarial reserves.
  • Develop strong processes to support preparation of robust expense forecasts to support management decision making.
  • Quarterly reporting on key expense metrics, expense roll forwards, productivity savings, Controllable and Contractual Volume expenses.
  • Manage the interface and communication with Corporate and key business partners as it relates to expense planning, reporting, allocation and chargebacks.
  • Quarterly consolidated expense forecasting and reporting to support external and internal financial and management information.
  • Monthly budget variance reporting for Corporate consolidated and Company consolidated.
  • Preparation of monthly and quarterly management reporting packages to communicate expense results.
  • Accountable for the monthly expense billing processes for Investment expenses.
  • Analysis of Investment related fees to ensure competiveness, accuracy and reasonability.
  • Lead an initiative to review, propose and ultimately implement a market-based fee structure for the company as a Client and support considerations for third party clients.
QUALIFICATIONS
  • CA, CGA, CMA with 10+ years of Insurance and/or Financial Services industry.
  • Business Unit and Business Group background including working with Actuarial partners would be beneficial.
  • Understanding of investments and differing asset classes would be beneficial.
  • Highly developed analytical skills with ability to identify key messages and trends essential.
  • Ability to problem solve across multiple stakeholders at the same time in Corporate, ES, Business Groups and Business Units including Finance, Expense Management and Business stakeholders at multiple senior layers.
  • Strong ability to be flexible and supportive of new approaches, changing priorities and timelines.
  • Excellent written and verbal communication skills.
  • Strong interpersonal, influencing and team work activity.
  • Attention to detail at multiple layers in expense management framework.
  • Highly developed organizational skills to facilitate prioritizing amongst competing priorities.
  • Experience with Business Unit or Business Group financial and expense management including finance and actuarial linkages would be preferable.