Senior Director, Capital Management

About the role

For our client, we are seeking a Senior Director Capital Management to join the team of a leader in the Finance & Insurance space. This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Lead management of consolidated balance sheets including financial leverage and capital position
• Develop and oversee capital structure and allocation analysis with forecasting
• Advise management on capital returns, issuances, and optimization strategies
• Provide oversight for capital management reporting and analytics
• Monitor adherence to policies across business units
• Deliver capital management reporting to executive and board stakeholders
• Partner with cross-functional teams to support financial objectives
• Guide analytical support for planning and performance review processes

Qualifications

• Bachelor's degree in finance, accounting, economics, actuarial science, business, or related field
• 12+ years in capital management or balance sheet management within insurance or financial services
• Advanced knowledge of capital frameworks and capital instruments
• Strong understanding of regulatory capital requirements and U.S. statutory accounting
• Experience presenting financial analysis to senior leadership
• Advanced proficiency in financial modeling and capital analytics tools
• Strong proficiency in Microsoft Excel and financial reporting systems

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical, Dental, and Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually
• Ten (10) paid holidays per year
• Holistic wellness program with coaching
• Fifteen (15) days parental leave per year
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• Volunteer PTO
• Employee Matching Gifts Program
• Inclusion and Diversity Programs

Location: Philadelphia, PA - US based candidates only, no visa sponsorship available

Compensation: $290,000 – $320,000 annually