Financial Partner Director

2 days ago


New York, New York, United States Assurant Full time
Overview of Position

The Client Financial Partner Director is a key business partner responsible for all financial client deliverables, including scope of work development, revenue reconciliations, forecasting, reporting, and profitability analysis. This is a client-facing role, responsible for leading key financial projects and supporting the VP, Client Financial Partner with discussions with our largest growth clients in efforts to enhance profitability targets by improving clients' profit margins.

Key Responsibilities
  • Collaborate across functions to create financial and operational reports necessary to track all relevant financial and operational metrics.
  • Weekly/daily monitoring of all KPIs to ensure program performance according to design.
  • Identification of variances and analysis of those variances down to root cause.
  • Ensure consistent formats of reporting across organization and programs.
  • Lead cross-functional teams internally to ensure client financials are accurate and complete.
  • Collaborate with other functional areas to gather information, design, and develop integrated solutions to address business needs and mitigate risks.
  • Develop corrective action plans together with key product and operational owners and manage the action plans to completion.
  • Communicate errors, omissions, or changes as well as the controls to prevent future errors to clients on behalf of all the cross-functional groups.
Monthly Business Reviews
  • Serve as primary liaison between Assurant and Client on all finance-related matters, including performance insights, forecast accuracy, risk mitigation, rate adequacy, new product and/or program launches, etc.
  • Coordinate financial reconciliation efforts and ensure issue resolution with client.
  • Communicate regularly with financial contacts at Client.
  • Development and presentation of monthly Client business review of financial analysis including key insights and recommendations.
Special Projects
  • Supports leadership in creating a strong strategic plan based on sound decisions and a robust operational plan to drive successful project launches with exceptional results.
  • Financial performance reporting, monitoring, and cost analysis.
  • Lead the effort of gathering relevant data and resources to ensure special requests from the client or account executives are addressed timely and thoroughly.
  • Provide analytical support and other ad hoc financial analyses to leadership.
Travel
  • Up to 10%.
Financial Responsibility
  • Supports the oversight of budget for financial reporting for Lifestyle's largest clients with revenue exceeding $500M.


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