Strategic Finance Transformation Lead - Insurance

Overview

The organization is building a state-of-the-art finance platform for a leading U.S. healthcare and health insurance organization.

This role is designed for an experienced finance and transformation professional who will work directly with CFOs, senior finance leaders, actuaries, and technology teams. The focus is on defining what the finance organization and platform of the future should look like—challenging today’s processes and translating strategic priorities into a target operating model, finance architecture, and transformation roadmap.

Responsibilities

• Interview and facilitate workshops with CFOs and senior leaders across Finance, Accounting, Actuarial, Treasury, FP&A, Regulatory Reporting, and Technology
• Help define the Finance Platform North Star and target operating model
• Assess current finance processes, data, controls, and systems to identify opportunities for transformation and simplification
• Connect Finance, Actuarial, Operations, Data, and Technology into an integrated future-state design
• Translate business challenges into capabilities and work with product and technology teams to define future architecture
• Identify opportunities for automation, advanced analytics, and AI across Finance
• Act as a trusted advisor to senior client executives throughout the transformation

Requirements

• Significant experience at the intersection of Finance, Insurance, and Transformation
• Experience in finance leadership, controllership, finance transformation, business architecture, senior finance specialist, or advisory backgrounds (title less important than depth and breadth of experience)
• Strong finance and accounting expertise
• Experience with complex finance transformations
• Ability to work credibly with CFO-level stakeholders
• Ability to define how Finance should work tomorrow (not just document how Finance works today)

Preferred Qualifications

• Experience connecting Finance with Actuarial, Risk, Operations, and Technology
• U.S. health insurance/payer finance experience (strong advantage, not required)
• Experience with insurance finance, financial subledgers, SAP FPSL, or comparable platforms (valuable)

Compensation & Benefits

• Competitive compensation packages
• Career progression opportunities based on merit

Location

• United States (role supports a U.S. healthcare and health insurance organization)