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Advisory Financial Services Insurance Director
PwC
New York, NY, United States
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PwC/LOS Overview
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.
We help resolve complex issues for our clients and identify opportunities. Learn more about us at www.pwc.com/us.
At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional (http://pwc.to/pwcpro) provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.
Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready
• to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers.
PwC Advisory helps our clients with their most challenging imperatives from strategy through execution. We combine the breadth of knowledge of over 48,000 global professionals with deep industry knowledge to deliver custom solutions for our clients. We work with the world's largest and most complex companies and understand the unique business issues and opportunities our clients face.
Job Description
The Financial Services industry is operating in a challenging environment due to global economic pressure, increasing regulatory demands and capital requirements as well as significant operational and technology changes. Our growing Financial Services Advisory practice provides management, technology and risk consulting services to help major financial institutions around the world respond to their most complex business challenges.
The Financial Services Advisory practice is composed of three industry sectors: Asset Management, Banking & Capital Markets and Insurance.
Our Finance consultants help clients optimize all elements of their finance organization.
This high performing team guides clients in effective overall financial management as well as corporate performance management.
The Advisory Financial Management team possesses knowledge of core operating environments of finance functions for a wide range of companies
• start-ups through large multi-international organizations.
Individuals typically have experience with improving companies' transactional and decision support processes, enhancing underlying technologies, and refining organizational designs required to make each individual process more effective and operate in an efficient matter.
Other core competencies include strong written and presentation skills as well as change management capabilities.
Position/Program Requirements
Minimum Years of Experience: 8
Minimum Degree Required: Bachelor's degree
Degree(s) Preferred: Bachelor's degree in Finance, Accounting or Business Administration, Master's degree in Accounting
Certification(s) Preferred: CPA
Knowledge Preferred:
Demonstrates proven expertise and success with advising global organizations on improving efficiency and effectiveness in transaction processing, close and consolidation, budgeting and forecasting, and internal and external reporting, which includes the following:
• Leading teams and project management engagements in a professional business services environment in at least two of the following focus areas: shared service and outsourcing, finance transformation, performance management, financial systems optimization, and talent management
• Utilizing business intelligence and performance management software tools.
Skills Preferred:
Demonstrates proven expert-level abilities and success with developing strategy; as well as leveraging PC applications including Microsoft Word, Excel, PowerPoint and Project to write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management, including development and delivery of business proposals, conferences and whitepapers.
Proven track record of success and expert-level ability to maintain relationships with key executives and a network of professional organizations or affiliations and the ability to turn these relationships into additional sales.
Demonstrated proven expert-level abilities and direct success with
identifying, obtaining and processing critical data (e.g. benchmarks) to challenge the status quo through innovative thought leadership in the application of standard industry practice solutions for high performing finance functions, including the following: internal and external reporting; people and organization structures;
performance management, budgeting and forecasting capabilities; cash flow optimization and the use of capital; and, building and maintaining cost-effective controls.
Demonstrates proven expert-level ability and direct success with contributing to the development of a business vision and manage implementation efforts with complex project management capabilities.
Demonstrates proven expert-level abilities and success with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Demonstrates proven expert-level abilities and success as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.