VP, Finance Strategy

Role Description

We are seeking a highly experienced and dynamic individual to join our team as the VP of Finance Strategy. This pivotal role will drive the company’s approach to long-term financial planning, capital and liquidity optimization, Group and Investments capital allocation, and portfolio value assessment. The VP of Finance Strategy will work closely with the executive team, P&L leaders, and external stakeholders to ensure that strategic objectives are fully supported by robust financial frameworks, research-driven analysis, and best-in-class project execution. You will report to the Head of Strategic Planning & Financial Analysis.

This successful candidate will be a sophisticated and hands-on leader, who is committed to excellence and who will also support and contribute to an environment of continuous improvement.

• Long Term Financial Planning:
  • Develop and update company’s long-term financial plan, ensuring alignment with overall vision, mission, and business objectives.
  • Collaborate with the executive team in setting multi-year growth targets and defining the financial roadmap to achieve them.
  • Model long-range forecasts and scenario plans, considering evolving business models, market entry or exit strategies, and external factors.
  • Provide thought leadership and expertise to challenge assumptions, drive innovation, and ensure sustainable value creation.
• Group & Investments Portfolio Value Assessment & Target Setting:
  • Set clear financial and strategic targets for portfolio businesses, informed by both quantitative analysis and market intelligence.
  • Develop and monitor metrics for portfolio performance, initiating corrective actions where necessary to achieve objectives.
  • Drive strategic reviews to maintain alignment of portfolios with changing business priorities and market conditions.
• Research and Analysis:
  • Lead and oversee research initiatives on industry trends, macroeconomic factors, and competitive benchmarks to inform financial strategy decisions.
  • Conduct scenario analyses, sensitivity tests, and what-if modelling to support executive decision-making and strategic planning.
  • Prepare insightful reports, presentations, and recommendations for senior leadership and Board of Directors on key financial issues.
  • Stay abreast of emerging trends, regulations, and market developments that could impact the company’s financial position or strategy.
• Group & Investments Capital Allocation:
  • Develop and lead the capital allocation process, ensuring resources are assigned to initiatives with the highest strategic and financial returns.
  • Collaborate with business unit leaders to assess funding needs, prioritize projects, and drive alignment between financial planning and organizational goals.
  • Review business cases for major investments, acquisitions, divestitures, and capital expenditures, making recommendations to the executive team and Board.
  • Monitor net present value (NPV), return on invested capital (ROIC) and other key performance indicators to assess capital deployment effectiveness.
• Project Implementation and Execution:
  • Oversee the end-to-end execution of strategic finance projects, from initial conception through to delivery, measurement, and post-implementation review.
  • Establish project governance structures to ensure effective stakeholder management, risk mitigation, and timely delivery of outcomes.
  • Coordinate cross-functional teams and lead change management initiatives to embed new financial practices and processes across the organization.
  • Track project KPIs and ensure alignment with expected benefits and strategic goals.

Qualifications

• Bachelor’s degree in finance, accounting, or related field. An MBA or equivalent advanced degree is preferred.
• Minimum of 10 years of experience in strategic planning, financial analysis, or a related field, with at least 5 years in a leadership role.
• (Re)insurance industry experience strongly preferred.
• Proven track record of developing and implementing successful strategic plans.
• Strong analytical skills and the ability to interpret complex financial data.
• Excellent leadership and team management abilities.
• Exceptional communication and presentation skills.
• Strong problem-solving skills and the ability to think strategically.
• Proficiency in financial software and business intelligence tools.

Benefits

• Medical
• Dental
• Vision
• FSA Medical and Dependent care
• Health Savings Account (HSA)
• EAP
• Basic Life and AD&D (company paid)
• Basic Long-Term Disability (employer paid - Taxable income)
• Employee paid Long Term Disability (voluntary)
• Company Medical Leave, Parental leave - 8 weeks full pay after 6 months of service
• Voluntary benefits: short term disability, Critical illness, Hospital Indemnity, Accident
• Travel assistance programs Company paid
• 401(k) 6% safe harbor match, fully vested after two years, pre- and post-tax contributions allowed
• Gym reimbursement
• Legal plan
• Pet Insurance
• Tuition reimbursement
• Generous PTO
• Flexible work arrangement
• Fully stacked pantry on-site
• Team outings
• ERG Groups