Note: The job is a remote job and is open to candidates in USA. Legaci Tomorrow Insurance & Financial Services is a sales office of Massachusetts Mutual Life Insurance Company, focusing on helping clients build and protect long-term financial security. The Financial Director is responsible for overseeing financial planning, reporting, and analysis to support strategic decision-making, managing budgets, and ensuring compliance across insurance and investment activities.
Responsibilities
- Overseeing financial planning, reporting, and analysis to support strategic decision-making
- Managing budgets and reviewing financial statements
- Ensuring regulatory and compliance standards are met across insurance and investment advisory activities
- Collaborating with leadership to develop and refine financial strategies
- Tracking performance metrics and identifying opportunities to improve profitability and operational efficiency
- Supervising financial processes and preparing and presenting financial reports
- Guiding risk management efforts and advising on long-term financial objectives
- Mentoring team members on financial best practices and contributing to continuous improvement of financial systems and workflows
Skills
- Candidates should possess strong Finance and Analytical Skills to support data-driven decision-making and strategic planning
- Candidates should possess Financial Planning experience, including budgeting, forecasting, and long-term cash flow and investment analysis
- Candidates should possess skills in Financial Statements and Financial Reporting, with the ability to interpret and present results to stakeholders
- Relevant experience in insurance, wealth management, or investment advisory environments is beneficial
- Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degree or professional designation (e.g., CFA, CPA, CFP) is a plus
- Proficiency with financial modeling tools and accounting or reporting software, along with strong Excel skills
- Demonstrated ability to work independently in a remote setting, manage multiple priorities, and communicate clearly with cross-functional teams
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