Life & Annuity TPA CFO Moen

21 Oct 2019
22 Oct 2019
Job role
Contract type
Full time

Functional Area:

FA – FinanceEstimated Travel Percentage (%): No TravelRelocation Provided: YesFortitude Group Services, Inc

The Life & Annuity TPA CFO is responsible for analyzing profitability, developing financial plans and forecasts and analyzing current financial performance including creating storylines for presentation to executive management and outside investors. Additionally, the CFO will be a key member of the L&A TPA leadership team and will work with the management team on pricing models including new blocks of business. This position will be responsible for ensuring timely communication with key stakeholders and effective allocation of resources to execute on key finance initiatives. This position requires the business and financial acumen to handle complex situations balance multiple responsibilities and influence key stakeholders.

Key Responsibilities:

  • Provide Fortitude Re team with financial and operational management information that provides insight to business plans, performance, and expected future results.
  • Partner with business leaders to define and monitor key performance indicators used to measure and assess financial and operation performance.
  • Focus on profitability and risk management – understand critical profit drivers and current programs in place to monitor effectiveness and enhancement opportunities.
  • Provide relevant, timely, and accurate line–of–business financial results and trends to assist key stakeholders in making critical business decisions.
  • Assist in the preparation of strategic and financial business reviews (Key Metrics, Results Highlights, Actual vs. Plan, etc.).
  • Review forecasts and trends and identify potential issues and opportunities.
  • Participate in the development of a robust management reporting process to support a multitude of business leaders.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision purposes.
  • Provide leadership in creation, implementation, and communication of financial and operational information to key stakeholders.
  • Analyzes internal / competitor historical and future data and reports results to management.
  • Increase department productivity by building sustainable processes, developing automated applications, eliminating duplications, and coordinating information requirements.
  • Directs work and ensures appropriate performance levels of direct reports.
  • Candidate Profile:

    The ideal candidate will have 10–15 years of significant experience with management reporting and analytics. The candidate should possess excellent business acumen, strong technical and financial skills, and excellent leadership ability.


    Academic credentials to support experience and skills required for the position. An undergraduate degree is required. MBA and/or CPA desired.


  • Significant knowledge and experience in working in the life & annuity insurance market
  • Experience managing internal and external management reporting functions at other life & annuity insurers
  • Track record of being able to drive organizational change both within the financial arena and throughout the supported organization. Knowledge and experience in corporate management reporting functions (e.g., planning, expense management) and how best to align them and operate them efficiently.
  • Experience across a broad range of financial disciplines, be a forward–thinking and progressive leader and possess strong analytical skills. Supervisory experience is a plus.
  • Extensive knowledge and experience in managing both strategic and tactical activities within finance and experience managing internal and external business partners across various business disciplines.
  • Experience leading business functions and facilitating processes improvement opportunities.
  • Demonstrated success working in cross–functional collaborative teams.
  • Experience analyzing financial results, industry trends, and competitive positioning as support for facilitating the organization's corporate finance processes.
  • Knowledge and experience in working with SAP general ledger preferred. In addition to having experience with other management reporting tools and Microsoft Office (e.g., Excel, PowerPoint)
  • Personal Characteristics:

  • Ability to lead through influence.
  • Industry specific knowledge and related experience.
  • General financial competency.
  • Highly motivated and results–oriented.
  • Strong analytical skills.
  • Excellent business acumen.
  • Strong oral and written communication skills.
  • Leadership skills including business collaboration, people skills, thought leadership, and managerial skills.
  • It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

    At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.