Head of Planning & Performance Management (PPM)

Head of Planning & Performance Management (PPM)

Job Summary: Leads the management of all expenses across multiple business/strategic support units for the organization. Leads and directs a staff of financial analysts in monitoring and analyzing expenses enterprise-wide. Formulates and manages corporate financial policy and plans for the organization.

Job Accountabilities - Key Accountabilities

1. Leads and directs a staff of financial analysts in monitoring and analyzing expenses across the enterprise.
2. Evaluates the effectiveness of current expense management policy.
3. Formulates and recommends policy changes/improvements to Senior Leadership.
4. Directs business/strategy support unit planning, budget, accounting, and provides expense reporting and analysis to business/strategic support unit leadership.
5. Accountable for governance of financial activities as well as consistent and accurate delivery of all financial information, data, and analysis for business/strategic support unit.
6. Provides appropriate financial analysis to determine expense trends in the industry and marketplace.
7. Coordinates with business/strategic support unit leadership to implement expense policy changes.

Job Qualifications

Required:

1. Bachelor's Degree and 12 or more years of experience in the Financial Analysis area and Reporting area.
2. Experience managing business models that align with budgets and company disbursements.
3. Experience with analysis, risk evaluation, forecasting economic trends, and enforcing pecuniary policies and guidelines throughout the company.
4. Experience with policy and compliance regulations, ISO standards, and federal edicts.
5. Experience managing fiscal tools, models, reports, and reviewing, analyzing budgets, and performing financial analysis.
6. Project management experience.
7. People management experience.

Preferred:

1. Insurance industry experience.
2. MBA, CPA.
3. Experience building and maintaining internal and external business relationships.
4. Strong verbal and written communication skills.