Group Finance Director – Insurance & Investments

thehivecareers.co
  • San Juan
    6 days ago

    Job Description

    Group Finance Director – Insurance & Investments

    About the Role

    The Group Finance Director is a senior leadership position responsible for overseeing the Group's financial management, planning, reporting, controls, treasury, and performance across its insurance, investment, asset management, and other financial services businesses.

    The role provides strategic financial leadership across subsidiaries and business units, ensuring strong financial performance, regulatory compliance, capital discipline, effective risk management, and high-quality decision support for the Group CFO, CEO, Board, and shareholders.

    Key Responsibilities

    Lead Group-wide financial planning, budgeting, forecasting, and performance management.

    Oversee consolidated financial reporting, management accounts, statutory accounts, and financial analysis across subsidiaries.

    Drive FP&A, profitability analysis, cost optimization, and financial performance improvement.

    Monitor financial performance across insurance, investments, asset management, and other Group businesses.

    Oversee insurance finance, including premium revenue, claims, reserves, reinsurance, underwriting performance, and profitability analysis.

    Lead financial reporting and accounting oversight for investment and asset management portfolios, including valuation, income, performance, and reporting.

    Support Group-level capital planning, solvency, liquidity, and balance-sheet management.

    Oversee treasury, cash management, funding requirements, and working-capital optimization.

    Strengthen Group-wide financial controls, governance, policies, and risk management frameworks.

    Ensure compliance with applicable accounting standards, tax requirements, insurance regulations, investment regulations, and statutory reporting obligations.

    Provide financial analysis for M&A, joint ventures, strategic investments, restructuring, and capital allocation decisions.

    Partner with senior executives to improve business-unit profitability, operating efficiency, and return on capital.

    Lead finance transformation, including ERP, automation, management reporting, analytics, and digital finance initiatives.

    Develop and mentor Finance Directors, Controllers, Heads of Finance, and senior finance teams across the Group.

    Act as a key financial advisor to the Group CFO, CEO, Executive Committee, Board, auditors, regulators, investors, and other stakeholders.

    Key Performance Indicators (KPIs)

    Group revenue, EBITDA/profitability, and earnings growth

    ROE / ROIC and return on capital

    Budget and forecast accuracy

    Cost-to-income and expense efficiency

    Insurance underwriting and investment profitability

    Capital adequacy and solvency position

    Liquidity and treasury efficiency

    Investment portfolio financial performance

    Quality and timeliness of Group reporting

    Regulatory and statutory compliance

    Strength of internal controls and audit outcomes

    Successful finance transformation and process automation

    Value creation across subsidiaries and business units

    Candidate Profile

    15–20+ years of progressive finance experience, preferably within insurance, investment management, asset management, banking, pensions, reinsurance, or diversified financial services.

    Proven experience operating at Group / regional / multi-entity level.

    Previous experience as Group Finance Director, Finance Director, Group Financial Controller, Deputy Group CFO, Financial Controller, or senior finance executive.

    Strong understanding of insurance accounting, investment accounting, financial reporting, capital management, treasury, and regulatory finance.

    Demonstrated experience managing complex consolidated reporting structures and multiple subsidiaries.

    Strong commercial understanding of investment portfolios, financial markets, capital allocation, and business performance.

    Experience supporting M&A, corporate transactions, strategic investments, or restructuring is highly desirable.

    Strong leadership experience managing geographically dispersed finance teams.

    Education & Professional Qualifications

    Bachelor's/Master's degree in Finance, Accounting, Economics, Business, or related discipline.

    Professional qualification such as CA, ACCA, CPA, CMA, CFA, or equivalent is strongly preferred.

    Additional qualifications in insurance, investment management, or financial risk are advantageous.

    Core Competencies

    Strategic Finance | Group Consolidation | FP&A | Financial Reporting | Insurance Finance | Investment Finance | Capital Management | Treasury | Solvency | Financial Controls | Regulatory Reporting | M&A | Risk Management | Tax | Finance Transformation | Investor & Board Reporting

    Leadership Characteristics

    Strategic and commercially minded

    Strong analytical and financial judgment

    High integrity and governance orientation

    Excellent stakeholder and Board communication

    Results-driven and performance-focused

    Strong people leadership and succession-planning capability

    Comfortable operating in complex, regulated, multi-entity environments

    Reporting Line

    Reports to: Group CFO / Group CEO

    Key Stakeholders: Board of Directors, Executive Committee, Group CFO, CEOs/MDs of subsidiaries, Investment & Risk teams, Regulators, Auditors, Investors, and Shareholders.

    Target Sourcing Titles

    Group Finance Director | Group Financial Director | Group CFO | Deputy Group CFO | Finance Director | Group Financial Controller | Financial Controller | Regional Finance Director | Director of Finance | Head of Group Finance | Head of Finance | VP Finance | Deputy CFO | Finance Executive Director | Group Finance Controller

    Numbers & Facts

    LocationSan Juan

    Skills

    • Accountingunmatched
    • Accounting Consolidationunmatched
    • Accounting Standards and Regulationsunmatched
    • Asset Managementunmatched
    • Automationunmatched
    • Balance Sheetunmatched
    • Bank Managementunmatched
    • Budget Managementunmatched
    • Business Strategyunmatched
    • Business Unit Profitabilityunmatched
    • Capital Allocationunmatched
    • Cash Managementunmatched
    • Cost Controlunmatched
    • Decision Supportunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Controlunmatched
    • Financial Managementunmatched
    • Financial Planningunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Regulationsunmatched
    • Financial Reportingunmatched
    • Financial Risk Managementunmatched
    • Financial Servicesunmatched
    • Financial Strategyunmatched
    • Forecastingunmatched
    • Fundingunmatched
    • Head of Financeunmatched
    • Insuranceunmatched
    • Insurance Regulationsunmatched
    • Insurance Underwritingunmatched
    • Internal Auditunmatched
    • Investment Accountingunmatched
    • Investment Managementunmatched
    • Investment Strategyunmatched
    • Leadershipunmatched
    • Liquidityunmatched
    • Maintain Complianceunmatched
    • Management Reportingunmatched
    • Mentoringunmatched
    • Mergers and Acquisitionsunmatched
    • Performance Analysisunmatched
    • Performance Managementunmatched
    • Performance Metricsunmatched
    • Process Improvementunmatched
    • Profit & Lossunmatched
    • Profit & Loss Analysisunmatched
    • Regulatory Complianceunmatched
    • Regulatory Reportsunmatched
    • Reinsuranceunmatched
    • Retirement Planunmatched
    • Return on Capital (ROC)unmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Risk Management Framework (RMF)unmatched
    • Stock Marketunmatched
    • Succession Planningunmatched
    • Tax Accountingunmatched
    • Team Lead/Managerunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Underwritingunmatched

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