Associate Director – Risk & Broking FP&A

Overview

The Finance function at WTW serves both internal and external stakeholders including colleagues client organizations shareholders financial institutions vendors and regulatory agencies worldwide. The Associate Director for Risk & Broking FP&A will report to the Head of Global FP&A for Risk & Broking and play a critical leadership role within the Global R&B Finance team.

This position is designed for a leader who will deliver strategic financial operational and analytical support to the R&B Finance and Business leadership teams. The Associate Director will own and influence key FP&A processes drive continuous improvement initiatives and provide actionable insights to enable informed decision-making across the organization.

Key Responsibilities

Leadership & Strategic Partnership

• Act as a trusted advisor to the R&B Business Finance leadership team providing strategic insights and recommendations.
• Partner with Finance Business Partners and senior leadership on FP&A processes and reporting.
• Lead and influence cross-functional teams ensuring alignment with global finance priorities.
• Collaborate across a complex global organization engaging with stakeholders in multiple regions and time zones.
• Partner with colleagues at all levels of the organization from senior executives to operational teams to drive alignment and deliver results.

Financial Performance Management

• Oversee and guide month-end and quarter-end close processes budgeting forecasting and reporting to meet stakeholder objectives and deadlines.
• Coordinate across Finance Business Partners Controllership and other functions to ensure accurate and timely financial deliverables.
• Prepare executive-level financial materials for leadership meetings and the Board of Directors including commentary on key trends and issues.
• Conduct detailed reviews of monthly and quarterly P&Ls; deliver executive summaries and actionable insights to senior leadership.
• Utilize BI tools to provide analysis on revenue business performance and profitability.
• Own budget forecast and variance analysis for several global teams.

Continuous Improvement

• Lead process improvement priorities across R&B Finance teams. Drive initiatives to enhance efficiency accuracy and insight generation across financial processes.
• Train and mentor colleagues on new tools systems and processes to ensure adoption and maximize effectiveness.
• Identify and implement process improvements within FP&A and Business Finance functions.

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Qualifications

• Advanced experience in FP&A or Corporate Finance.
• Hands-on self-starter with ability to manage shifting priorities in a fast-paced environment.
• Proven ability to lead projects and influence senior stakeholders within a complex global organization.
• Strong financial and business acumen including deep understanding of financial services or risk & broking industry.
• Advanced analytical skills and proficiency with BI and reporting tools.
• Excellent communication skills capable of presenting complex financial information in a clear and credible manner.
• Commitment to WTW values including inclusion and diversity.

Compensation

The base salary compensation range being offered for this role is $100000.00-$130000.00 USDannually.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage) Dental Vision Health Savings Account Commuter Account Health Care and Dependent Care Flexible Spending Accounts Group Accident Group Critical Illness Life Insurance AD&D Group Legal Identify Theft Protection Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays Annual Paid Time Off (includes state/local paid leave where required) Short-Term Disability Long-Term Disability Other Leaves (e.g. Bereavement FMLA ADA Jury Duty Military Leave and Parental and Adoption Leave) Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers we will consider for employment qualified applicants with arrest and conviction records.

If the position allows for flexible working:

At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote in-person and in-office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE including disability/vets

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage) Dental Vision Health Savings Account Commuter Account Health Care and Dependent Care Flexible Spending Accounts Group Accident Group Critical Illness Life Insurance AD&D Group Legal Identify Theft Protection Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays Annual Paid Time Off (includes state/local paid leave where required) Short-Term Disability Long-Term Disability Other Leaves (e.g. Bereavement FMLA ADA Jury Duty Military Leave and Parental and Adoption Leave) Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers we will consider for employment qualified applicants with arrest and conviction records.

If the position allows for flexible working:

At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote in-person and in-office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE including disability/vets