Asset-Based Team Lead - Finance

Posted:
10/16/2024, 5:52:05 AM

Location(s):
Pennsylvania, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Consulting

Finance Consultant - 87FF5E

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

Overview of the role:  In this newly created role, Hartford Funds is seeking a highly motivated and experienced leader to manage our Asset-Based Team. This team owns the sales forecast, revenue and certain variable expense P&L line items.

Responsibilities:

  • Own the monthly sales and flows forecasting process.
  • Responsible for analyzing revenue generated by investment products, both forecasted and actual.
  • Review and own revenue sharing expenses and other variable expense line items on the P&L.
  • Compile and interpret various profitability views to inform strategic decision-making.
  • Cultivate relationships and processes with internal stakeholders to stay informed of key changes impacting the asset-based forecast.
  • Stay abreast of industry trends to ensure our financial forecasts reflect the latest market dynamics.
  • Undertake special projects and additional tasks as needed.

Qualifications: 

  • A bachelor’s degree in accounting or finance, or equivalent experience.
  • A minimum of 10 years of finance and accounting experience, with a proven track record of success.
  • Superior Excel modeling skills; ability to create flexible financial models.
  • Proficiency in using rate, volume and mix analysis to derive meaningful insights.
  • Comfortable working in a small, fast-paced, hands-on department.
  • Proven experience in a similar role, preferably within the financial services industry.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$125,000 - $165,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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