The Expense Management Director will be primarily responsible for budgeting, reviewing, and analyzing all expenditures across the Life and Annuity entities and other companies within the organization.

• Develop, present and oversee financial budgets, with cost center managers, for all Life and Annuity entities
• Ensure all budgets and financial processes align with company goals
• Collaborate with senior management, project managers, and cross-departmental leadership to set budget goals and ensure that they are followed
• Evaluate budget proposals and financial requests for viability
• Forecast financial needs during year
• Analyze actual expenses compared to budget and provide reporting to cost center managers and senior management
• Work closely with the FP&A team on monthly results
• Review cost allocations and ensure compliance with intercompany agreements
• Coordinate the continued development and monthly/quarterly reporting of expense metrics and KPI’s for L&A entities.
• Oversee the monthly expense close and actual reporting
• Implement Adaptive Planning tool for use in 2025
• Ad hoc projects as assigned

• 7+ years financial experience including budgeting and analysis
• Bachelor’s degree in Business, Finance, Accounting or related field
• Strong critical thinking and analytical skills
• Strong communication skills and deadline oriented
• Ability to foster working relationships throughout the organization at all levels required
• Workday and Adaptive planning experience preferred
• Advanced experience with Microsoft Excel for financial forecasting, and reporting tools to assist in preparing analysis.