Mgr Financial Business Consulting

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future."> Mgr Financial Business Consulting-Horace Mann-Plano, TX

Mgr Financial Business Consulting

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Plano, TX

Horace Mann

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs.  We help educators identify their financial goals and develop plans to achieve them.  This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

https://boards.greenhouse.io/horacemannservicecorporation

keywords: position summary,teamwork,leadership,analysis,education,experience,knowledge

Finance & Planning

$105,200.00 - $147,950.00

Overview:

Serves as a strategic financial advisor and business partner to Executive Leadership Team (ELT) and Senior Leadership Team (SLT) members. Leads financial planning, business performance analysis, executive reporting, and strategic decision support while developing a high-performing team of financial analysts. 

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Responsibilities:

• Partner with executive and senior leadership on financial strategy, planning, forecasting, and performance management.
• Define, monitor, analyze, and report key business and financial metrics.
• Lead the development and presentation of Monthly Business Review (MBR) and Quarterly Business Review (QBR) materials.
• Collaborate with leadership on financial plans, forecasts, and capital modeling activities.
• Conduct complex financial analyses, modeling, and high-profile cost-benefit analyses (CBAs) to support strategic decision-making.
• Prepare financial presentation materials for executive leadership, the Board of Directors, and rating agencies.
• Lead management reporting efforts, identifying key business drivers, quantifying impacts, and translating results into actionable insights.
• Lead cross-functional initiatives and research projects that support enterprise financial strategy.
• Oversee data integrity and ensure the accuracy and quality of financial analysis and reporting.
• Lead, mentor, and develop financial analysts, fostering professional growth and analytical excellence. 

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Requirements:

• Bachelor's degree in Finance, Accounting, Business, or a related field; advanced degree preferred.
• 15+ years of finance, accounting, FP&A, or business consulting experience.
• Strong financial acumen and strategic business partnering skills.
• Deep knowledge of insurance products, operations, financial reporting, and industry trends.
• Exceptional analytical, communication, and presentation skills, including experience presenting to executive leadership.
• Proven leadership experience developing teams and leading cross-functional initiatives. 

Preferred Qualifications

• Experience supporting Board of Directors and rating agency reporting.
• Advanced financial modeling, forecasting, and business analytics expertise.
• Demonstrated ability to influence strategic decisions at the executive level.

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