Director, Expense Allocation & Legal Entity Reporting (open to remote)

Overview

This role leads the enterprise-wide allocation strategy, ensuring transparency, accuracy, and compliance across management and legal entities. The position drives process simplification, oversees the integration of financial and technology frameworks, and partners with stakeholders to deliver clear, efficient, scalable allocation solutions.

Responsibilities

• Improve Enterprise Business Management (EBM) allocations and legal entity alignment to support accurate financial reporting and decision-making.
• Ensure seamless integration of Technology Business Management (TBM) with the consolidated Inter Unit Charge (IUC) process to deliver a unified allocation framework.
• Act as a key point of contact between service providers and recipients, ensuring allocation benefits are clearly understood at office and segment levels.
• Partner with Global Tax to maintain up-to-date transfer pricing documentation in support of related party transactions.
• Maintain and continuously improve the Apptio software platform to support evolving business needs and allocation methodologies.
• Support entity restructurings to ensure allocations remain aligned from both management and legal perspectives.
• Lead the design, implementation, and re-engineering of allocation processes to meet changing business requirements and regulatory/tax compliance.
• Maintain a deep understanding of material company reorganizations to ensure proper integration with the IUC process.
• Promote clarity and simplicity in allocation methodologies so stakeholders can understand and apply them effectively.

Qualifications

• Bachelor’s degree (BA/BS) in Accounting, Finance, Tax or equivalent experience; a graduate level degree would be an asset
• Minimum of 8 years Finance, Accounting or Tax experience
• 4+ years supervisory or management experience
• 3+ years public accounting experience would be ideal
• 5+ years insurance/reinsurance accounting experience would be ideal but not a requisite
• Experience with TBM taxonomy (preferred asset)
• Experience with Apptio software platform (preferred asset)
• Advanced Excel or BI tools
• Advanced knowledge of broad business practices
• Advanced skills in managing multiple tasks and projects simultaneously, including the ability to delegate key areas of responsibility
• Advanced persuasion skills when working with internal and external partners to resolve issues/problems
• Advanced oral and written communication skills, including the ability to convey business terminology clearly to internal and external contacts
• Ability to communicate complex tax issues to senior management in a concise manner, establishing credibility and decisiveness
• Advanced ability to investigate, analyze, and solve complex problems/issues
• Advanced people management skills, including the ability to lead, mentor, and develop associates
• Advanced ability to translate business needs and problems into viable and accepted solutions, including analyzing and improving business processes
• Advanced ability to liaise with individuals across operational, functional, and technical disciplines
• Advanced ability to work well within a team and foster teamwork environment
• Certified Public Accountant (ideal asset)

Compensation & Benefits

• Compensation Range: $107,060.00 - $159,390.00 Annual
• Base pay varies depending on job-related knowledge, skills, experience, and market location.
• Annual bonus plan (includes all roles); some positions may be eligible for participation in the long-term equity incentive plan.
• Full range of health, retirement, and other employee benefits.

Equal Opportunity Employer

Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.

Hiring Process Note

Parts of the preliminary screening process may use artificial intelligence (AI). AI may help personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience (without considering name, gender, or other personal details), and provide real-time answers through a chatbot. AI is used only during early screening and never makes hiring decisions.