Senior Director, Finance (Hybrid)

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

As a key member of Trustmark’s Small Business Benefits (SBB) team, the Senior Director, Finance will support all aspects of financial reporting and analysis. This role involves active participation with the senior team to manage the business, generate strong margins, and manage risk. The primary responsibilities include overseeing the monthly forecasting and business review process, managing the annual budget process, 3-year plan, stop loss and plan year accounting, ICFR compliance and conducting various analyses to improve transparency and discipline around financial decisions and operations. The position reports to the VP CFO with a dotted line to the SBB Senior Vice President.

Key Accountabilities

• SBB monthly expense close and forecast

• Creation of or oversight/approval of required journal entries

• Legal entity accounting allocations by product and entity

• Developing/coordinating content as required for reporting purposes

• Project expense reporting

• Support SBB senior team through various analysis, presentations, and reporting to include:

• Preparation of select MBR pages

• Expense & headcount reconciliation walks

• Profit & Loss

• Return on Capital

• Operational metrics

• Project expense/benefit reporting

• Senior Leader, AM Best and Board of Directors content

• Manage the annual budget and 3-year plan process for SBB, continually seeking to improve transparency, process and discipline around financial projections.  Review and approve all CBA’s that affect SBB.

• SBB Finance Operations: Stop loss and plan year accounting for block of business

• Serves as primary liaison between SBB and Corporate Finance, ensuring seamless integration with existing Corporate Finance processes including representing SBB on the Enterprise ICFR Steering Committee, monthly close meetings and providing quarter-end insight for financial disclosure and risk committee.

• Performs other duties as needed/assigned.

Minimum Requirements

• 8+ years’ experience in Financial Management, Analysis and Reporting (experience within Insurance industry strongly preferred)

• Bachelor's degree in Finance/Accounting, MBA or CPA preferred

• Strong problem-solving skills, analytical orientation, and an ability to structure an issue and analyze alternative solutions

• Polished verbal and written communication skills

• Strong managerial skills

Preferred

• Prior internal control experience in a multi-functional, process-driven environment

• Experience working in/supporting a large insurance organization and a good understanding of insurance concepts and terminology.

• Demonstrated skills in fact-based analysis, presentation, and highly collaborative interpersonal interaction

• Experience with Access

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$104,922 - $156,666 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.  For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

For the fifth consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.