Finance - Team Lead

Posted 2 Days Ago
Be an Early Applicant
Wayne, PA
125K-165K Annually
Expert/Leader
Fintech • Payments • Financial Services
The Role
Manage the Asset-Based Team by owning the sales forecasting process, analyzing revenue for investment products, and reviewing revenue sharing and expense line items. Cultivate relationships with stakeholders, stay updated on industry trends, and undertake special projects as needed.
Summary Generated by Built In

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

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Top Skills

Excel
The Company
HQ: Hartford, Connecticut
20,002 Employees
On-site Workplace
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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