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VP RS Finance

Company: OneAmerica Financial Partners, Inc.
Location: Indianapolis
Posted on: May 15, 2022

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: Indianapolis Tower
One American Square
P.O. Box 368
Indianapolis, IN 46206, USA
Indianapolis Tower
One American Square
P.O. Box 368
Indianapolis, IN 46206, USA
At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.Job SummaryThe Retirement Services (RS) Head of Finance will serve as the lead actuarial and financial executive for the RS division (Recordkeeping and Institutional Markets).This position will oversee financial planning and forecasting, financial reporting and analysis, and budgeting and expense management for the RS division, as well as, pricing and profitability and incentive compensation administration for the Recordkeeping business.The role will report to and partner with the President of Retirement Services as a key advisor and will collaborate closely with the RS Leadership Team, RS Extended Leadership Team and functional leaders across the enterprise, including the CFO and Chief Actuary.Primary Responsibilities:

  • Serve as the senior financial partner to the President of RS, key member of the RS Leader Team and RS Extended Leadership Team, as well as, the lead RS financial partner to the company CFO and Chief Actuary
  • Assess and evaluate financial performance of the RS business with regard to long-term operational goals, budgets and forecast
  • Provide insight and recommendations to both short-term and long-term growth plan of the RS business
  • Oversee the preparation of monthly financial reports including profit and loss and forecast vs. budget for the RS business
  • Review and analyze monthly, quarterly and annual results and provide recommendations to include expense and revenue levers
  • Oversee pricing to ensure balance between customer value and sustainable profitability
  • Lead earnings analysis and financial projections to enhance decision making across the organization
  • Assess RS actuarial and finance organization and structure to determine priorities for change and investment
  • Recruit, develop and retain the highest quality actuarial and financial staff
  • Cultivate leaders and talent. Evaluate employees' performance and potential to prepare them for succession and /or additional responsibilities
  • Provides outside in perspective and develops financial and actuarial strategies to address critical business weaknessesKnowledge, Skills and Abilities:
    • Deep financial services industry knowledge with retirement experience preferred
    • Broad scope of people and organizational leadership experience at the executive level
    • Track record attracting talent at all levels and building cohesive teams
    • Strong collaborator and relationship builder with a demonstrated ability to partner with others for successful execution
    • A decisive change agent balanced with self-awareness and humility
    • Confident and articulate speaker and presenter
    • Critical thinking, decision making and problem-solving skills
    • Continuous learning mentality
    • Willingness to be challenged and receptive to feedback
    • Adaptable and able to lead others through change and ambiguity
    • A naturally curious, active learner who listens well and embraces others' viewpoints and diverse perspectives
    • Unquestioned ethics and integrity
    • Always does the right thingJob RequirementsRequired Education and/or Certifications
      • Bachelor's degree in Accounting or FinanceRecommended Education and/or Certifications
        • FSA, CPA or MBA preferredRequired Work Experience
          • Minimum of 15 years of progressively more responsible finance and/or actuarial leadership experience within the financial services industry. Retirement business experience preferred.
          • Or any combination of education and experience which would provide an equivalent backgroundKey StakeholdersInternal:
            • President of RS
            • RS Extended Leadership Team
            • Corporate Finance
            • Corporate Actuarial
            • Internal Auditing
            • Chief Actuary
            • CFO
            • EC -External:
              • Auditors
              • Third Party AdministratorsSalary Band: 11BAs a condition of employment, OneAmerica requires that all new hires who receive a job offer on or after April 18, 2022 provide evidence of full or partial vaccination against COVID-19 within three days of accepting an offer letter with OneAmerica and before employment begins. If applicable, new hires must submit proof that they have received the second dose of a two dose COVID-19 vaccine within 30 days after their first dose is complete. If a new hire wishes to submit a request to be exempt from the mandatory COVID-19 vaccination policy due to a medical condition, sincerely held religious belief or other legal requirement, the associate will have three days after an offer of employment has been accepted to submit their exemption request for review and consideration by OneAmerica. This selected candidate will be expected to work Hybrid in Indianapolis, IN. -The candidate will also be expected to physically return to the office in IN as business needs dictate or for team-building and collaboration.If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York. -Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.For all positions:Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.Your full LinkedIn profile
                will be shared. Learn More

Keywords: OneAmerica Financial Partners, Inc., Indianapolis , VP RS Finance, Executive , Indianapolis, Indiana

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