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Asset-Based Team Lead - Finance

AT The Hartford
The Hartford

Asset-Based Team Lead - Finance

Wayne, PA

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.

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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

Client-provided location(s): Wayne, PA, USA
Job ID: hartford-R2418544
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • On-Site Gym
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Fitness Subsidies
    • FSA
    • HSA
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
    • Remote Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • On-Site Cafeteria
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Learning and Development Stipend
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program