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Senior Director - Finance

at WTW in Portland, Maine, United States

Job Description

Head of Finance – North America and Corporate Risk & Broking (CRB) North America

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has more than 44,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

The Finance function serves both internal and external customers: colleagues within our company, client organizations, shareholders, financial institutions, vendors and regulatory agencies around the world. This role resides in our FP&A practice within Finance.

The individual filling this role will be responsible for managing Finance activities for the North America geography and CRB North America business including geography and business leader financial support, financial performance management process (budgeting, forecasting, etc. in conjunction with Financial Planning & Analysis and Investor Relations functions), standard and ad hoc reporting and analysis, operating processes (in conjunction with Global Financial Services and global process leaders), controls compliance, policy implementation and interpretation and business transformation.

This role can be based anywhere in the United States

The Role

+ Act as a valued strategic finance business partner to the North America geography leadership and CRB North America business leadership through thoughtful analysis of financial information and trends that drives actionable decisions to deliver superior financial performance that meets and/or exceeds internal and external stakeholder financial objectives. Work with each team to proactively identify and help solve performance issues. Regarded as a key contributor to each team in shaping the long-term business strategy to drive superior performance.

+ Build and manage a high performing finance team that maintains a strong “client service” focus and culture and delivers value-added financial reporting and analysis to the North America geography and CRB North America management team. Develop and manage strong working relationships with various departments within Corporate Finance as well as with leaders in Segments, Geographies and Corporate Functions. Engage other departments to promote and model collaboration and sharing of best practices.

+ Work seamlessly as a team with Corporate FP&A in serving business financial needs in the most efficient and effective way for the company. Coordinate, facilitate and be proactive in representing the geography perspective with regards to key global financial performance management measures as relevant for the respective segment

+ Coordinate a strong internal control environment and close process in partnership with controllership within the segment/geography; key areas include controls over revenue recognition, sales accounting, contract management, partner relations and financial reporting processes.

+ Engage and partner with the WTW Transformation Program to drive an optimized segment/geography finance service delivery organization that will deliver enhanced value in terms of financial reporting, analysis and controls.

+ Lead the North America geography finance team in the execution of robust monthly and quarterly end close processes and financial reviews so both the North America geography and CRB North America business leadership teams understand what the risks and opportunities are. Areas of focus for North America geography include Other Regional Segment (ORS), go-to-market client activities, client revenue and client profitability. Areas of focus for CRB North America include detailed financial analysis of CRB P&L revenue drivers and metrics, WIP/AR management, P&L cost driver analysis, investment cases and sales/talent pipeline assessment.

+ Drive the development of the monthly North America ORS and CRB North America P&L forecasts and annual plan with the monthly forecasts serving as a mechanism to assess the financial risks and opportunities that North America ORS and CRB North America faces as they strive to meet their plan objectives and the annual plan ensuring financial targets are set to enable WTW will meet internal and external stakeholder objectives.

+ Serves as the key CRB NA finance leader in all strategic initiatives that impact CRB North America such as M&A, investment opportunities, enterprise operational initiatives, etc.

The Requirements

+ 10+ years related experience in financial analysis and budgeting experience required

+ Experience with both strategic and operational analyses preferred

+ Systems and data knowledge to be able to direct colleagues in the accumulation and synthesis of data into operational recommendations

+ Financial and business acumen as evidenced by having roles with progressively broader financial responsibilities

+ Strong understanding of the insurance brokerage industry and insurance brokerage platforms

+ Based in the U.S.

+ Strong experience in Oracle, Hyperion and MS Office Applications

+ Ability to work well under pressure and meet deadlines

+ Ability to lead team, drive change, develop skills of direct reports, and positively impact team morale

+ Excellent verbal and written communication skills

+ Ability to build and maintain strong relationships in a collaborative fashion

+ Strong influencing skills

+ Bachelor degree in Accounting/Finance or deep related experience; CPA or MBA preferred

+ WTW Values & Behaviors will underpin all roles and will guide performance criteria

+ Commitment to Inclusion and Diversity

EEO, including disability/vets (https://cdn-static.findly.com/wp-content/uploads/sites/1240/2021/06/14082050/EEO-Policies-for-WTW-Careers-site-2021.pdf)

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

WTW is committed to finding opportunities to foster flexibility in the workplace, whenever business and client demands allow. This opportunity meets the criteria for flexible working. Please ask your Recruiter for specific details.

Willis Towers Watson may be subject to mandatory employment-related COVID-19 vaccination requirements. Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation. If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

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Job Posting: JC224072753

Posted On: Sep 18, 2022

Updated On: Nov 11, 2022