VP – FP&a Advice & Wealth Management – Awm

VP – FP&a Advice & Wealth Management – Awm

Requirements

• Bachelor’s degree in accounting, business, finance or actuarial required
• 15+ years’ experience in senior finance or actuarial leadership roles partnering with executives
• 10+ years’ experience in finance leadership in the financial services industry including significant experience in wealth management
• Demonstrated analytical skills and knowledge and understanding of financial services business models
• A passion for leading people and a track record of building and managing high-performing teams
• Effective and mature communicator, able to convey intricate ideas in a clear, concise manner both verbally and in writing, comfortable in business and technical discussions
• Strong relationship building skills with the ability to cultivate and mature cross-organization relationships with key stakeholders
• Ability to manage multiple competing priorities across the organization
• Clear track record of success as a consultative financial leader with a reputation as a trusted advisor rather than process owner
• Ability to anticipate accounting, financial reporting and operational issues, assess the implications, determine their impact and develop and implement an appropriate action plan
• Demonstrated creative problem-solving to navigate ambiguous situations
• Demonstrated ability to interact with all levels of management and employees, demonstrating strong interpersonal skill.

Responsibilities

• Lead FP&A Advice & Wealth Management and Insurance Strategic Business Partner team in order to drive client-centered growth, support the development and execution of Thrivent’s strategy and enable effective decision making
• Drive and coordinate the enterprise integrated planning and forecasting processes
• Provide strategic financial guidance to senior leadership, ensuring alignment of financial goals with business strategy
• Identify key performance drivers, trends, and risks, and deliver actionable insights to support growth, profitability, and operational efficiency
• Translate business goals and actions into financial and operational plans and forecasts
• Lead review of financial and operational results to build an end-to-end understanding of financial performance
• Deliver reporting and insights that describe performance to plan and forecast and identify performance opportunities and risks
• Provide expense performance management, reporting and analysis that enables business decisions and flexible allocation (and reallocation) of resources
• Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation
• Lead scenario modeling and sensitivity analyses to evaluate risks, opportunities, and trade-offs on business investments and initiatives
• Actively partner on strategic analytics that supports achieving desired results
• Consult and advise on how to measure success and implement ongoing measurement tools
• Provide oversight to the enterprise FP&A Strategic Performance Analytics team, including the Analytics shared service and COE
• In collaboration with stakeholders across the enterprise, define a data & analytics agenda
• Deliver insightful and actionable analytics to the enterprise to inform key business decisions and support sales, client and capacity planning
• Identify metrics and KPIs that measure, drive, and provide insights into business performance results and strategic initiatives
• Drive continuous improvement and best practices through creation and deployment of frameworks, processes, and tools that are standardized and optimized
• Lead and prioritize technology changes and data strategies for tools and data used in analytics, management reporting, and forecasting
• Proactively anticipates and resolves challenges/problems
• Ensures regular, clear, and values-based communication and accountability
• Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization
• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes
• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on driving impact, growing sales, and delivering value to our clients and Thrivent

Preferred Qualifications

• Advanced degree in finance, actuarial, accounting, business administration or another related field
• Professional certification of CPA, CFA or FSA preferred
• Experience interacting with boards and board committees
• Advanced strategic orientation and application skills
• Prior Controller, Actuarial, and/or FP&A leadership experience at a large financial services corporation