Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

📍 Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
💰 Bonus Eligible: Yes

Overview

A leading financial services organization is seeking a Finance Director – Wealth & Annuity Segment to serve as the strategic finance partner supporting a multi-billion-dollar Wealth business focused on Annuities, Pension Risk Transfer (PRT), and Retirement Solutions.

This highly visible leadership role will partner directly with senior business executives to drive growth, profitability, capital allocation, forecasting, pricing strategy, and long-term business planning.

Key Responsibilities

Strategic Finance Leadership

• Serve as the primary finance partner to Wealth Segment leadership.

• Provide financial guidance on strategic planning, growth initiatives, and profitability improvement.

• Support executive decision-making through financial modeling and business analysis.

• Lead financial forecasting, budgeting, variance analysis, and performance management.

Wealth & Annuities Business Support

• Support the annuity, pension risk transfer (PRT), and retirement product businesses.

• Evaluate product profitability, pricing strategies, and capital deployment decisions.

• Partner across actuarial, investment, finance, and business teams to drive results.

Financial & Actuarial Collaboration

Work closely with teams responsible for:

• Asset Liability Management (ALM)

• Investment Management

• Product Pricing & Design

• Capital Management

• Reinsurance Strategy

• Valuation & Financial Reporting

Leadership & Team Development

• Lead and develop finance talent.

• Drive cross-functional finance initiatives and enterprise projects.

• Promote financial discipline and business accountability across the organization.

• Improve financial literacy among business leaders and stakeholders.

Required Qualifications

Education

• Bachelor’s Degree in Finance, Accounting, Economics, Actuarial Science, or related discipline.

• MBA or advanced business degree preferred.

Experience

• 12+ years of finance leadership experience within financial services.

• 4–5 years leading teams or directing finance resources.

• 3–5 years advising senior executives and influencing business strategy.

• Strong background in:

• Financial Planning & Analysis (FP&A)

• Forecasting & Business Performance Management

• Product Profitability

• Strategic Financial Modeling

Professional Credentials (Preferred)

• CPA

• CMA

• FSA / ASA

• CFA

• CLU

• ChFC

Preferred Experience

✔ Deep expertise in Annuities and/or Pension Risk Transfer (PRT)

✔ Strong understanding of:

• Insurance Balance Sheets

• Liability-Driven Investing (LDI)

• Capital Management

• Insurance Product Economics

✔ Actuarial or highly quantitative background preferred:

• FSA / ASA

• CFA

• Advanced Financial Modeling Experience

✔ Experience partnering with senior leaders in large insurance or retirement services organizations

Ideal Candidate

The ideal candidate is a strategic finance leader with deep expertise in the annuity and retirement products space who can bridge finance, actuarial, investments, and business strategy.

They will bring:

• Significant insurance industry experience

• Strong understanding of annuity and PRT products

• Executive-level business partnering skills

• Advanced financial modeling and analytical capabilities

• Proven leadership experience managing high-performing finance teams

• Ability to influence complex strategic decisions across a large organization

Candidate Snapshot

Requirement

Details

Experience

12+ Years Finance Leadership

Industry

Insurance / Financial Services

Seniority

Director Level

Leadership Experience

Required

Education

Bachelor's Degree Required

Remote

Yes

Travel

Monthly to Wisconsin HQ

Bonus Eligible

Yes

Relocation

Possible

Sponsorship

Not Available

Key Screening Questions

1. Do you have significant experience in the insurance or retirement services industry?

2. Have you supported annuity and/or pension risk transfer (PRT) products?

3. Do you have experience partnering with executive leadership teams?

4. Have you led finance teams and strategic planning functions?

5. Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?

6. Do you hold any professional designations such as CPA, CFA, ASA, or FSA?

7. Are you comfortable with monthly travel to corporate headquarters?

Why Consider This Opportunity?

• Fully remote leadership position.

• Strategic partnership with executive business leaders.

• Influence a multi-billion-dollar Wealth & Retirement business.

• Exposure to annuities, pension risk transfer, investments, actuarial, and capital management.

• Strong compensation, bonus potential, and executive-level visibility.

• Opportunity to shape long-term business strategy and growth initiatives.

Senior Cost Financial Analyst | Manufacturing | Milan, OH | Onsite | $ Competitive + Bonus

💼 Senior Cost Financial Analyst

📍 Location: Milan, OH (On-site, 5 days per week)
🏭 Industry: Building Materials / Manufacturing
🎓 Education: Bachelor’s degree in Finance or Accounting (or equivalent experience)
💼 Experience Level: Mid–Senior (7–10 years)
🚫 Visa Sponsorship: Not available
🚚 Relocation: Possible for the ideal candidate
🕓 Employment Type: Full-Time | Permanent

🌟 The Opportunity

A leading manufacturer in the building materials industry is seeking a Senior Cost Financial Analyst to join their plant operations team in Milan, Ohio. This is a high-visibility, high-impact role suited for a finance professional with strong analytical expertise and a passion for driving operational excellence.

As a key member of the plant management team, you’ll provide strategic financial leadership, perform detailed cost and operational analysis, and partner with leadership to identify opportunities for cost reduction, efficiency gains, and process improvement.

This is an excellent opportunity to grow your career in a continuous improvement environment where financial insights drive business performance.

🧭 Key Responsibilities

Financial Leadership & Analysis

• Act as a strategic business partner to the Plant Manager and leadership team, providing insights that drive cost reduction, productivity, and profitability.

• Lead the development of the annual operating plan, and manage monthly financial forecasting processes.

• Conduct month-end and year-end closing activities, ensuring timely and accurate reporting of financial results.

• Prepare and present financial analyses to plant and division leadership teams.

Cost & Process Optimization

• Evaluate and monitor standard costs, BOMs, and routings for production operations.

• Perform cost variance analysis and recommend corrective actions to improve financial performance.

• Assess and analyze the financial feasibility of capital expenditure projects.

• Create, document, and enhance financial processes to strengthen internal controls and efficiency.

Reporting & Business Partnership

• Reconcile general ledger accounts related to plant operations.

• Deliver clear, data-driven insights to inform leadership decisions and business strategies.

• Partner with cross-functional teams to improve operational and financial transparency.

• Support ad-hoc analysis, modeling, and scenario planning to guide strategic decisions.

🎓 Qualifications

Required

✅ Bachelor’s degree in Finance, Accounting, or a related field (or equivalent experience).
✅ 7+ years of professional experience in finance or accounting, with at least 3+ years in manufacturing cost accounting.
✅ Strong financial acumen, analytical, and problem-solving skills.
✅ Proven experience in budgeting, forecasting, and variance analysis.
✅ Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, and complex formulas).
✅ Excellent interpersonal and communication skills, with the ability to partner effectively across teams and leadership levels.

Preferred

⭐ Working knowledge of SAP or other major ERP systems.
⭐ Experience with process improvement and continuous improvement methodologies.
⭐ Proficiency in Microsoft Word, PowerPoint, and Outlook.

💡 Why You’ll Love This Role

You’ll have the opportunity to make a measurable impact on financial performance while collaborating closely with plant and corporate leadership. This role offers a mix of analytical challenge, operational influence, and career development potential within a respected and growing organization.

You’ll thrive if you’re someone who enjoys being hands-on, detail-oriented, and business-savvy — capable of turning data into meaningful decisions.

🎯 Position Highlights

• Work Environment: Fully on-site (M–F, standard office hours)

• Travel: Minimal (0–10 days per year)

• Reporting Structure: Reports to Plant Manager, partnering with division leadership

• Compensation: Competitive base salary + benefits + potential relocation assistance

If you’re a results-driven finance professional with a passion for manufacturing and cost analysis — this role offers the chance to build influence, drive operational success, and grow within a values-driven organization.