Protective
Financial Services
LeadFinancialStrategyAssociate
“Lead Financial Strategy Associate at Protective. Skills: Finance strategy, Strategic planning, Cross-functional leadership, Executive communication. Lead cross-functional teams. Partner with stakeholders”
What You'll Achieve.
Deliver measurable business outcomes; Balance value, risk, and operational feasibility; Align on strategic intent, priorities, and success measures; Establish and track business outcomes, KPIs, and OKRs; Ensure clear decision rights, roles, and responsibilities; Surface issues early with clear trade-off recommendations; Ensure compliance with regulatory, security, data privacy, and governance requirements; Track post-implementation benefits
Industry & Context.
Problem diagnosis; Solution design; Analytical problem-solving; Critical thinking skills
What They're Looking For.
Must Have
Bachelor’s degree in Business, Finance, Accounting, Actuarial Science, or a related field, 8 years of experience in accounting, finance, actuarial science, or related functions, Proven ability to partner with senior Finance leaders as a trusted strategic advisor, Excellent analytical, problem-solving, and critical thinking skills, Demonstrated experience owning outcomes across strategy formulation through execution
Nice to Have
Master’s degree in Business Administration, Accounting, Finance or related field, Experience within life insurance and annuity products, accounting, or financial reporting, Familiarity with data, technology development processes, and related governance and controls, Experience with digital transformation, ERP implementations, cloud migrations, or large-scale system integrations, Lean Six Sigma Green Belt or Black Belt, or similar process improvement credentials, Progressive experience leading financial initiatives or driving complex, cross-functional change efforts
What You'll Do.
Lead cross-functional teams
Partner with stakeholders
Align on strategic intent
Serve as strategy owner
Establish and track outcomes
Own delivery accountability
Provide executive communication
Manage change control
Drive continuous improvement
Track post-implementation benefits
How You'll Work.
Team & Collaboration
Partner with Finance, Accounting, Actuarial, Technology, and other stakeholders; Influence outcomes without direct authority; Serve as a strategy owner and integrator between business stakeholders, technical teams, and executive leadership; Own delivery accountability, ensuring clear decision rights, roles, and responsibilities across teams
Communication Scope
Executive-level communication; Presentation skills; Stakeholder management skills; Transparent executive-level communication
Process & Methodology
Strategy development and execution, End-to-end strategy, Multiple concurrent initiatives, Outcome-based measurement, Delivery accountability, Scope, schedule, cost, quality monitoring, Change control management, Continuous improvement practices
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