Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA)

The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of ETX, GBS, and colleagues across Corporate Finance to provide high-quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management.

About the Team

As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability.

Responsibilities

• Lead matrixed teams that prepare high-quality financial analysis and information to influence important decisions, including quarterly reviews of spend versus plan and forecasts, and contribute to the development of robust CBAs (business cases) while measuring and updating progress.
• Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, short-term and long-term management goals, balancing finance partner and corporate stewardship responsibilities.
• Act as a respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active involvement in pursuing Strategic Planning and Delivery revenue enhancement and efficiency goals.
• Simplify financial processes, data flows, and assignment of cost allocation impacts.
• Maintain strong knowledge of the technology development life cycle, innovation, risk analysis, management, competitor practices, and key industry metrics to assess risk, return on investment, and spend versus budget.
• Monitor financial performance drivers, risks, and metrics, and communicate trends and observations in a timely manner.
• Evolve reporting and processes to modern approaches (e.g., dashboards with high-quality financial analysis) to facilitate decision-making, working with FP&A, Controllers, Actuarial, Corporate Strategy, and others.
• Lead teams that develop financial insights representative of factual performance and deep insights to drive decision support and track management actions.
• Drive the development of ETX and GBS forecasts, focusing on material aspects of P&L and Balance Sheet impacts with clear documentation of assumptions.
• Establish formal sign-off on forecast and plan assumptions with ETX and GBS leaders.
• Act as a key liaison between ETX, GBS, and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support.
• Inform Global talent strategy, including establishing governance and transparency around hiring practices and expectations aligned with the financial plan.
• Establish robust processes around service provider and service receiver expense transparency (e.g., tech expense to product revenue ratios) to drive decision-making and track results.
• Contribute to the modernization of the strategic finance organization by working through ambiguity, demonstrating strong communication, change management, and mobilizing matrixed teams.
• Manage the Enterprise Expense Allocations and P&L Analytics team, which specializes in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products.
• Support and interact with senior leaders on expense allocations and P&L analytics, including GAAP and STAT variance analysis, unit cost calculations, capital budgeting, and market/peer expense analysis.
• Provide key inputs and analysis for setting annual expense targets, goals, and budgets, and proactively monitor expenses by business unit and product-level P&Ls.
• Liaison with Strategic Planning & Delivery (SP&D), PMO, and Procurement teams to increase transparency and improve economics and execution rigor.
• Build transparency into funding capacity, alignment, CBAs, execution health metrics, and benefit realization, linking them to forecasts (spend and benefits).
• Drive strategic trade-off discussions with executive leadership in partnership with Procurement, creating clear linkages to forecasts and processes for validating growth, savings, and cost avoidance.

Requirements

• 15+ years of experience working on financial aspects of large, sophisticated technology organizations, digital transformations, and data strategy, including experience in financial services (experience with permanent insurance a plus).
• Ability to influence and lead others toward shared goals and objectives.
• Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus).
• Exceptional relationship-building and influencing skills.
• Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms.
• Demonstrated experience with creative problem-solving and process improvement.
• Ability to work well under pressure and manage multiple deliverables.
• Bachelor’s degree in Business, Finance, Accounting, or a related discipline.

Leadership Responsibilities

• Develop and maintain strong working relationships with ETX, business, and corporate leaders through regular value-add involvement in planning, strategy, and team update meetings.
• Communicate complex information and analysis in clear, simple, and understandable terms with appropriate context, focused on actionable content.
• Inspire, lead, and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics, and developing staff and successors for key roles.
• Influence culture by promoting self-service, collaboration, benchmarking, and disciplined cost-benefit analyses.
• Create an environment that fosters innovation, empowerment, and collaboration.
• Actively champion Corporate Finance’s work to attract, retain, and develop top-tier diverse talent.

Qualifications

• Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver key results.
• Tech-forward leader with a proven track record of implementing new and innovative technologies, strong communication, training, and change management skills.
• Excellent verbal and written communication skills with the ability to convey complex materials to all levels of the organization, including senior executives.
• Demonstrated experience in implementing advanced forecasting and strategic planning techniques, including activity-based costing and zero-based budgeting.
• Master’s degree in Business, Finance, Accounting, or a related discipline (preferred).
• High degree of financial acumen and strong analytical skills; ability to analyze financial data sets and understand the "so what."
• Organized and detail-oriented; ability to work well under pressure and manage multiple deliverables.
• Proactive and self-motivated; anticipates upcoming business partner projects and deliverables.
• Ability to think critically, demonstrate good judgment, and solve problems creatively.
• Experience driving transformation efforts.
• Ability to work through large data sets to understand key trends.
• Innate desire to provide excellent service to clients.
• MBA or CPA designation is a preference.

Benefits

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes.
• A collaborative environment where perspectives are welcomed.
• Access to learning, development, and internal networks that support continuous growth and skill-building over time.
• Employee-led communities and forums that foster connection, learning, and inclusion across the organization.
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset.

Depending on the home location of the candidate, this leader should have the ability to travel between New York, NY, Boston, MA, and Springfield, MA as needed.