Finance Manager

Overview

The North American Controls Center of Excellence (Controls CoE) is a customer-focused team that provides professional, expert advice to senior management in their execution of an effective internal control strategy. The North American Controls CoE plays a key role in financial control oversight, and supports various projects and initiatives to develop, enhance and monitor internal control programs. Reporting to the Director Control Programs, the Control Manager will execute control consulting projects, support external audits and regulatory examinations of the business, and manage the closure process for previously identified gaps in internal control. In doing so, the candidate will have an opportunity to work with business leaders to improve the efficiency and effectiveness of internal controls and related processes. This role is best suited to an internal control professional with strong relationship management, customer service, communication and influencing skills.

Position Responsibilities

• Build models to rationalize existing businesses and review proposed financial arrangements, product offerings, distribution channels, selling partners, share class and pricing configuring and commission structures.
• Provide analysis on the profitability of our various platform and model relationships with primary focus on our strategic partners. Continue to enhance profitability analysis.
• Provide thought leadership and make recommendations around enhancements.
• Analyze all new product offerings and other initiatives and develop ongoing profitability monitoring capabilities.
• Work closely on the analysis of new marketing support agreements.
• Prepare any pro forma analyses requested by the Board or senior management.
• Partner with business heads on key strategic and tactical matters including standard and rationalized fee structures, breakpoints, expense cap analysis, omnibus transparency and any outsourcing decisions.
• Perform financial and business reviews of potential divestiture targets and proposed fund adoptions, acquisition or merger candidates.
• Identify and assist with the implementation of enhancements to the financial reporting process.
• Identify the need for new reports (e.g. profitability), oversee the design, build and implement the new reports.
• Primary contact for Finance Associates when issues arise over financial systems. Work to resolve any issue in a timely manner.
• Ensure interfaces between financial systems are working correctly.
• Serve as a lead facilitator for user acceptance testing during system integrations/implementations.
• Lead process improvement projects driven by the needs of the business.
• Assist in documenting business processes and workflows.
• Troubleshoot production issues through discussions with end users and technical leads.
• Validates solutions design to ensure they meet the business needs, goals and/or objectives.
• Presents recommendations for application enhancements and/or business process improvements.
• Creates and maintains up to date systems documentation and end user training material.
• Anticipates impacts of system changes and communicates to impacted functional teams.
• SQL – work with software developers to continue profitability project, design for future enhancements and system feeds, build automation and validations.
• Datahub – assist with validating data, train end users.
• Other – assist where needed on other technical systems.

Required Qualifications

• CPA designation with 5-7 years of relevant experience in progressive accounting roles.
• People leadership experience of at least 3 years.
• Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-solving, organizing, planning and analytical skills.
• Excellent oral and written communication skills with influencing and negotiation abilities.
• Proficient with MS Office (Word, Excel, Access, PowerPoint).
• Process analysis and documentation skills, including flow charting.

Preferred Qualifications

• Experience applying the COSO framework to internal control assessments.
• Knowledge and experience from an internal/external audit role.
• Knowledge of life and health insurance industry.
• Public accounting experience.

When you join our team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。

Working Arrangement

混合式

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