Senior Manager, Financial Performance & Operating Model Transformation (Insurance & Banking)

The Team – Strategy, Technology & Transformation   Join a high-impact team partnering with senior leaders across insurance and banking organizations to improve enterprise performance, transparency, and decision-making. The team supports complex transformations spanning financial planning, profitability analytics, operating model redesign, and data-enabled performance management, often in the context of growth, integration, or large-scale change initiatives.    Your Impact   This role is designed for a seasoned finance transformation leader who understands how financial performance is created, measured, and managed within complex financial services organizations. You will work closely with executive stakeholders to translate strategy into actionable financial and operating models, ensuring insight, accountability, and sustainable value creation.   Key responsibilities include:   Financial Planning, Performance & Profitability   Lead FP&A and corporate planning initiatives, including stress testing and capital planning, long-range planning, annual budgeting, rolling forecasts, and scenario modeling tailored to insurance and/or banking businesses   Develop and oversee product, customer, and business-line profitability analysis, including margin drivers, pricing impacts, and capital considerations   Drive transparency into corporate overhead and shared services costs, ensuring expenses are appropriately allocated to the right products, functions, and business lines   Support executive decision-making through clear, insight-driven financial narratives and dashboards   Data, Integration & Performance Enablement   Partner with finance, technology, and data teams to improve data mapping, integrations, and financial data flows across source systems   Translate business and finance requirements into scalable performance management and business solutions   Ensure consistency of definitions, metrics, and hierarchies across planning, reporting, and analytics   Support post-merger or transformation environments where financial integration and performance alignment are critical   Target Operating Model (TOM) Leadership   Lead or support Target Operating Model design and implementation for finance and performance management functions   Assess current-state capabilities across people, process, technology, governance, and data   Define future-state operating models aligned to strategy, scale, and regulatory expectations   Drive execution through detailed roadmaps, change management, and stakeholder engagement   Leadership & Client / Stakeholder Engagement   Serve as a trusted advisor to senior executives and finance leadership, including CFO organizations   Facilitate executive and working sessions, translating complex topics into clear, actionable outcomes   Lead and mentor project teams, providing coaching, quality oversight, and performance feedback   Contribute to business development through solution design, proposal development, and thought leadership     Your Experience   Minimum Qualifications   Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline   10+ years of progressive experience in finance, FP&A, corporate planning, or finance transformation with at least 2 years of client-facing experience in a professional services organization   Deep industry experience in Insurance and/or Banking, with a strong understanding of industry economics, products, and regulatory environments   Demonstrated expertise in:    FP&A and enterprise planning   Product and business-line profitability   Expense management and cost allocation   Performance management frameworks and KPIs   Hands-on experience supporting or leading Target Operating Model transformations   Strong ability to bridge business, finance, and data/technology teams   Preferred Qualifications   MBA or advanced degree in a relevant field   Experience in professional services or internal transformation roles within large financial institutions   Familiarity with FP&A, EPM, or performance management platforms   Proven track record leading complex, multi-stakeholder initiatives   Strong executive presence with excellent communication and storytelling skills   Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance. Base Compensation Range $143,192 — $244,442 USD