Optimized Insurance Planning Jobs in Wisconsin (NOW HIRING)

Lead FP&AAdvice &Wealth Managementand InsuranceStrategicBusiness Partnerteamin ordertodriveclient-centered growth, support the development and execution of Thrivent'sstrategyand enable effective decision making.The VP, FP&A AWM andInsuranceand their team will partner with the executives and leaders of the Distribution, Products, and Operations functions of the Advice & Wealth Management and Insurance businesses in the areas of planning and forecasting, business performance management, and strategic decision support and analysis.

Integrated Planning and Forecasting

• Drive and coordinate theenterpriseintegrated planning and forecasting processes.

• Provide strategic financial guidance to senior leadership, ensuring alignment of financial goals with business strategy.Identifykey performance drivers, trends, and risks, and deliver actionable insights to support growth, profitability, and operational efficiency.

• Translate business goals and actions into financial and operational plans and forecasts.

Business Performance Management

• Lead review of financial and operational results to build an end-to-end understanding of financial performance.

• Deliver reporting and insights that describe performance to plan and forecast andidentifyperformance opportunities and risks.

• Provide expense performance management, reporting and analysis that enables business decisions and flexibleallocation (and reallocation)of resources.

Strategic Decision Support & Analysis

• Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation.

• Lead scenario modeling and sensitivity analyses to evaluate risks, opportunities, and trade-offs on business investments and initiatives.

• Actively partneronstrategic analytics thatsupportsachieving desired results.

• Consult and advise on how to measure success and implement ongoing measurement tools.

Lead Strategic Performance Analytics COE and Shared Service

Provideoversightto theFP&AStrategic PerformanceAnalytics team, including the Analytics shared service and COE. In collaboration withstakeholders across the enterprise,supportdefiningadata & analyticsagenda.

• Deliver insightful and actionable analytics to the enterprise to inform key business decisions and support sales,clientand capacity planning.

• Identifymetrics and KPIs that measure, drive, and provide insights into business performance results and strategic initiatives.

• Drive continuous improvement and best practices through creation and deployment of frameworks, processes, and tools that are standardized andoptimized.

• Lead and prioritize technology changesand data strategies for tools and data used in analytics, management reporting, and forecasting.

Leadership

• Proactivelyanticipatesand resolves challenges/problems.Removesobstacles as needed to achieve success.

• Ensures regular, clear, and values-based communication and accountability.

• Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

• Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.

• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on driving impact, growing sales, and delivering value to our clients and Thrivent. Shapes and/or supports a culture thatrepresentsthe Thrivent purpose and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS

• Bachelor's degree in accounting, business, finance or actuarial required; 15+ years' experience in seniorfinance or actuarial leadership roles partnering with executives.

• 10+ years' experience in financeleadership in the financial services industry includingsignificant experiencein wealth management.

• Demonstrated analytical skills and knowledge and understanding of financial services business models.

• A passion for leading people anda track recordof building and managing high-performing teams.

• Effective and mature communicator, able to convey intricate ideas in a clear, concise manner both verbally and in writing, comfortable in business and technical discussions.

• Strong relationship building skills with the ability to cultivate and mature cross-organization relationships with key stakeholders.

• Ability to manage multiple competing priorities across the organization.

• Cleartrack recordof success as aconsultativefinancial leaderwith a reputation as a trusted advisor rather than process owner.

• Ability toanticipateaccounting, financial reporting and operational issues, assess the implications,determinetheirimpactand develop and implementan appropriate actionplan.

• Demonstrated creative problem-solving to navigate ambiguous situations.

• Demonstrated ability to interact with all levels of management and employees,demonstratingstrong interpersonalskill.

Preferred:

• Advanced degree in finance, actuarial,accounting, businessadministrationor another related field.

• Professionalcertification of CPA,CFAor FSA preferred.

• Experience interacting with boards and board committees.

• Advanced strategic orientation and application skills.

• PriorController, Actuarial, and/or FP&A leadership experience at a large financial services corporation.

Additional Information

• This positionallowsa flexiblehybridwork arrangement from the Minneapolis, MN or Appleton, WI area.