Senior Manager, Operating Model Transformation (Insurance & Banking)

The Team – Strategy, Technology & Transformation  Join a high-impact team partnering with senior leaders across insurance and banking organizations to improve enterprise performance, transparency, and decision-making. The team supports complex transformations spanning financial planning, profitability analytics, operating model redesign, and data-enabled performance management, often in the context of growth, integration, or large-scale change initiatives.   Your Impact  This role is designed for a seasoned finance transformation leader who understands how financial performance is created, measured, and managed within complex financial services organizations. You will work closely with executive stakeholders to translate strategy into actionable financial and operating models, ensuring insight, accountability, and sustainable value creation.  Key responsibilities include:  Financial Planning, Performance & Profitability  Lead FP&A and corporate planning initiatives, including stress testing and capital planning, long-range planning, annual budgeting, rolling forecasts, and scenario modeling tailored to insurance and/or banking businesses  Develop and oversee product, customer, and business-line profitability analysis, including margin drivers, pricing impacts, and capital considerations  Drive transparency into corporate overhead and shared services costs, ensuring expenses are appropriately allocated to the right products, functions, and business lines  Support executive decision-making through clear, insight-driven financial narratives and dashboards  Data, Integration & Performance Enablement  Partner with finance, technology, and data teams to improve data mapping, integrations, and financial data flows across source systems  Translate business and finance requirements into scalable performance management and business solutions  Ensure consistency of definitions, metrics, and hierarchies across planning, reporting, and analytics  Support post-merger or transformation environments where financial integration and performance alignment are critical  Target Operating Model (TOM) Leadership  Lead or support Target Operating Model design and implementation for finance and performance management functions  Assess current-state capabilities across people, process, technology, governance, and data  Define future-state operating models aligned to strategy, scale, and regulatory expectations  Drive execution through detailed roadmaps, change management, and stakeholder engagement  Leadership & Client / Stakeholder Engagement  Serve as a trusted advisor to senior executives and finance leadership, including CFO organizations  Facilitate executive and working sessions, translating complex topics into clear, actionable outcomes  Lead and mentor project teams, providing coaching, quality oversight, and performance feedback  Contribute to business development through solution design, proposal development, and thought leadership   Your Experience  Minimum Qualifications  Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline  10+ years of progressive experience in finance, FP&A, corporate planning, or finance transformation with at least 2 years of client-facing experience in a professional services organization  Deep industry experience in Insurance and/or Banking, with a strong understanding of industry economics, products, and regulatory environments  Demonstrated expertise in:   FP&A and enterprise planning  Product and business-line profitability  Expense management and cost allocation  Performance management frameworks and KPIs  Hands-on experience supporting or leading Target Operating Model transformations  Strong ability to bridge business, finance, and data/technology teams  Preferred Qualifications  MBA or advanced degree in a relevant field  Experience in professional services or internal transformation roles within large financial institutions  Familiarity with FP&A, EPM, or performance management platforms  Proven track record leading complex, multi-stakeholder initiatives  Strong executive presence with excellent communication and storytelling skills  Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.Base Compensation Range$143,192—$244,442 USD EEO Notice Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@highspring.com. Highspring also wants all applicants to know their rights that workplace discrimination is illegal.   Privacy Notice Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers.