Strategic Finance

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 Net Revenue Analyst – Houston, TX | Hybrid | Healthcare Finance

Senior Net Revenue Analyst
Houston, Texas | Hybrid | Full-Time

This is a highly visible opportunity for an experienced healthcare finance professional to join a sophisticated revenue management environment focused on advanced net revenue analytics, reimbursement strategy, and financial performance optimisation.

Designed for senior-level analysts with deep expertise in healthcare reimbursement and Kodiak/Crowe RCA platforms, this role offers the chance to directly influence executive decision-making while supporting large-scale financial operations within a complex healthcare system.

This position is ideal for analytical professionals who thrive in data-driven environments and enjoy partnering with senior leadership to improve revenue performance, forecasting accuracy, and operational insight.

The Opportunity

Reporting to senior Net Revenue leadership, you will play a key role in analysing reimbursement trends, supporting financial close activities, and delivering insights that drive strategic financial decisions.

You will:

  • Lead complex net revenue analyses and reimbursement modelling initiatives

  • Support monthly financial close activities, including journal entries, reconciliations, and variance analysis

  • Analyse commercial and government payor reimbursement trends and performance

  • Develop trend reporting and financial models to support executive decision-making

  • Contribute to reserve methodology development and revenue forecasting strategies

  • Prepare schedules and reporting packages for auditors and external financial stakeholders

  • Partner cross-functionally with Finance, Revenue Cycle, and executive leadership teams

  • Support software implementations and continuous improvement initiatives within Net Revenue operations

  • Remain current on reimbursement regulations, payer methodologies, and industry trends

  • Serve as a mentor and technical resource for junior analysts and finance team members

Compensation & Benefits

  • Salary: $99,000 – $130,000

  • Schedule: Full-Time | Hybrid Work Environment

  • Location: Houston, Texas

  • On-Site Requirement: Must be local to Houston or surrounding area with flexibility to attend onsite as needed

  • Sign-On Bonus: Not offered

  • Relocation Assistance: Not provided

Comprehensive Benefits Package Includes:

  • Medical, Dental, and Vision Insurance

  • Life Insurance

  • Retirement Plan

  • Paid Time Off

  • Additional employee wellbeing and professional development programs

What Makes This Role Stand Out

  • High visibility across Revenue Cycle and Finance leadership teams

  • Opportunity to work within a sophisticated healthcare reimbursement environment

  • Strong exposure to enterprise financial analytics and strategic revenue initiatives

  • Collaborative culture focused on innovation, operational excellence, and continuous improvement

  • Opportunity to influence reimbursement strategy and financial performance at scale

  • Exposure to advanced reimbursement technologies and analytics platforms

Candidate Profile

Essential Requirements:

  • Minimum 7 years of Net Revenue experience within healthcare

  • Kodiak (Crowe RCA) experience is mandatory

  • Strong revenue accounting knowledge and reimbursement expertise

  • Deep understanding of commercial and government payor reimbursement structures

  • Experience with financial systems and reporting tools including:

    • Crowe RCA (Kodiak)

    • Excel

    • Lawson

    • EPSI

  • Bachelor’s degree in Business, Finance, Accounting, Economics, or related discipline

  • Ability to work in a hybrid environment within the Houston area

Preferred Qualifications:

  • CPA certification preferred

  • Advanced degree preferred

  • Strong analytical, financial modelling, and communication skills

  • Experience mentoring junior analysts or leading projects

  • Ability to work effectively within fast-paced, complex healthcare finance environments

What Success Looks Like

The successful candidate will bring a combination of technical depth, analytical precision, and strategic thinking, with the ability to transform complex reimbursement and revenue data into actionable financial insight for senior leadership.

This is an excellent opportunity for a healthcare finance professional seeking a role that offers enterprise visibility, advanced analytics exposure, and meaningful influence on organisational financial performance.

 

Senior Manager, Corporate Development (M&A) – Medical Technology | Hybrid NJ

Sr. Manager, Corporate Development

📍 Location: Franklin Lakes, New Jersey, USA
🏢 Work Model: Hybrid
• Monday–Thursday onsite (Franklin Lakes, NJ)
• Friday remote
💼 Employment Type: Full-Time
💰 Base Salary: $140,000 – $170,000
🎯 Bonus Eligible: Yes
✈️ Travel: Occasional

About the Role

This is a high-impact Senior Manager, Corporate Development opportunity within a global medical technology leader. The role sits at the center of M&A strategy and execution, partnering closely with senior leadership, business units, and functional teams to drive both short- and long-term growth initiatives.

You will support the full lifecycle of transactions—including acquisitions, divestitures, strategic partnerships, and equity investments—and play a hands-on role in financial modeling, due diligence, deal structuring, and execution.

This position is ideal for someone with a strong investment banking or corporate development background who wants ownership, visibility, and influence at the enterprise level.

What You’ll Do

  • Partner with business unit leadership to develop investment theses and strategic rationales for acquisitions

  • Build and own financial models including DCF, LBO, merger consequences, and return analyses

  • Support and execute all phases of the M&A lifecycle, from target identification through close and integration

  • Lead end-to-end due diligence, including planning, execution, and leadership reviews

  • Identify deal risks and collaborate with cross-functional teams to develop mitigation strategies

  • Lead and coordinate deal teams composed of internal stakeholders and external advisors (banks, law firms, consultants, accounting firms)

  • Support industry, market, and competitive research in partnership with strategy and business unit SMEs

  • Build strong working relationships across corporate strategy, finance, legal, and operating teams

Required Qualifications

  • Bachelor’s degree required (Finance or Accounting preferred)

  • Minimum 5 years of experience in:

    • Investment Banking and/or

    • Corporate Finance and/or

    • Corporate Development / M&A

  • Hands-on experience with M&A financial modeling (this role owns the modeling—no analyst support)

Core Skills & Capabilities

  • Strong quantitative, analytical, and strategic thinking skills

  • Proven experience structuring, negotiating, and closing M&A or strategic transactions

  • Ability to interpret and structure complex transaction documents

  • Experience leading cross-functional due diligence efforts

  • Strong communication, leadership, and stakeholder management skills

  • Exceptional attention to detail and ability to perform under tight deadlines

  • Proficiency in Microsoft Excel, PowerPoint, Word, Outlook, and Teams

Preferred Qualifications

  • MBA or equivalent advanced degree

  • Prior experience in life sciences, medical devices, or healthcare

Ideal Candidate Profile

  • 5+ years of experience in investment banking and/or corporate development

  • Strong desire to move into or grow within a corporate development function

  • Comfortable owning complex financial models and transaction analysis independently

  • Collaborative, driven, detail-oriented, and business-minded

Why Join

  • Play a direct role in shaping corporate growth strategy

  • High visibility with senior leadership and enterprise decision-makers

  • Hybrid work model with strong in-office collaboration

  • Competitive base salary, bonus eligibility, and full benefits

  • Career path within a leading global medical technology organization

 

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