Senior Manager, Financial Performance & Operating Model Transformation (Insurance & Banking)

Highspring•Chicago, IL

About The Position

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. 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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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
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