Finance Director - GT Annual Planning & Strategic Initiatives

Posted 7 Days Ago
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Cary, NC
Hybrid
Expert/Leader
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
The Finance Director will lead the Global Technology Annual Planning Process at MetLife, focusing on coordination, analysis, and communication with senior leadership. Responsibilities include managing financials, ensuring adherence to timelines and budgets, and collaborating across various technology and finance teams. The role demands strong analytical skills and the ability to manage complex financial data while facilitating best practices in the planning process.
Summary Generated by Built In

Description and Requirements
Role Value Proposition:
MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. We're united by our purpose to help our customers and each other create a confident future; we're guided by empathy; and we're inspired by each other to make a difference in the lives of our coworkers, customers, communities, and the world at large. At MetLife, it's #AllTogetherPossible . Join us!
CSA Finance has recently assumed responsibility for Annual Planning for Global Technology (previously performed in GT Enablement). In addition to leading technology's planning process, the team supports strategic decision-making and ensuring that GT delivers on their financial commitments. This team collaborates closely with all GT CIO areas, Global Technology Enablement, and GTO Finance.
Leadership of the Global Technology Annual Planning Process, including coordination, reporting, analysis and communication of status to Senior Leadership. Establishes and implements processes and methodologies for the to ensure annual planning financials are delivered on time, within budget, adhere to high data quality standards and meet customer expectations. Is responsible for participating in detailed design and development of methodologies, processes and standardization of tools as it relates to annual planning. Additionally ensures coordination with plan changes related to Technology Strategic Initiatives.
Key Responsibilities:

  • Management of the GT Annual Planning process including communication and coordination across Global Technology, GTO Finance, and Reinvest/C&O Financial teams
  • Maintain strong understanding of the BAU forecasting process, tools, and utilization of data as it pertains to annual planning.
  • Capture and organize complex financial data associated with Annual Planning
  • Headcount plan submission ensuring alignment with capacity planning and GT Strategic Initiative commitments
  • Manage and communicate overall planning timeline/deliverables for BAU, Reinvest, & C&O funding as well as plan adjustments aligned to GT Strategic Initiatives.
  • Coordinate portfolio prioritization, resource management activities and annual planning reporting.
  • Maintain regular contact with stakeholders. Coordinate and report on annual planning progress and accomplishments.
  • Facilitate sharing of best practices and processes through informal communication channels and/or formal training sessions.
  • Participate and provide input to decisions regarding annual planning governance, process, best practices and tool utilization.


Essential Business Experience and Technical Skills:
Required:

  • Bachelor's Degree in Business Administration, Accounting, Finance, or other related field. Or equivalent work experience.
  • 10 or more years' experience in finance planning and analysis, demonstrating progressive leadership; IT experience and people management a plus
  • Advanced Excel skills along with strong financial systems and business application knowledge
  • Excellent data organization, detailed analytical and interpretation skills
  • Adept at juggling competing priorities, delivering on time results, honoring commitments, and demonstrating ownership / accountability for financial performance
  • Strong analytical skill, attention to detail as well as simplifying data for data-driven decision making. Self-starter with excellent organizational skills and proactive approach to deliverables
  • Strong relationship, communication, collaboration, problem-solving, and analytical skills, and ability to work independently as well as within a team environment
  • Highly effective communication standards through oral, written, and presentation mediums


Preferred:

  • MBA or Master's Degree in related field
  • Clarity PPM/Target Process/Apptio
  • Experience Leading Planning/Budgeting specifically for technology


At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
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The Company
HQ: New York, NY
43,000 Employees
Hybrid Workplace
Year Founded: 1868

What We Do

Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond.  With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong.  Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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