Banking and Financial Services Jobs in Armonk

A leading financial advisory firm in the United States seeks a Tax Managing Director specializing in State and Local Taxation in Stamford, CT.

This role involves providing tax advice, supervising teams, and managing client relationships.

Ideal candidates have extensive SALT experience and strong analytical skills.

Competitive salary range is $157,500
- $420,000.

Applicants should possess a relevant degree and ideally hold a CPA certification.
#J-18808-Ljbffr

AXA XL is an Equal Opportunity Employer.

Global Chief Underwriting Officer, Property

New York, Stamford, London, Paris

AXA XL’s culture of profitable growth and disciplined underwriting is the strategic focus of the GCUO, Property. The main remit is the development of consistent underwriting standards, practices and procedures. As a member of the Global CUO Leadership Team, reporting directly to the AXA XL Global Chief Underwriting Officer, the Property GCUO will act as the Global Technical leader responsible for developing and assessing the core underwriting strategic direction and product profitability for the Global Property portfolio.

This role is predominately an internal technical position with opportunity for customer-facing interaction, working together with internal clients and meeting with key brokers to support the Global and Regional underwriting and marketing strategies. You will work closely with the Regional CUO’s and Regional Property Product Heads to achieve the Global and Regional financial objectives and will be responsible for all underwriting operations including pricing, policy language construction and underwriting guidelines.

Additionally, you will work closely with functional leaders such as Claims, Actuarial Finance and Reserving, Operations and Technology, Data and Pricing and Analytics.

What you’ll be doing

• 
  
• In partnership with Regional CUOs, accountable for the Global Property line of Business P&L and management of the Global portfolio to set financial targets and ensure profitable growth
  
• Inspire a culture of underwriting excellence and relentless product performance management across the Global Property teams
  
• Work with Group and Divisional Ceded Re as well as the Regional Property Underwriting leaders to influence the purchase of effective treaty reinsurance protection for the Property portfolios.
  
• Promote the professional growth of a diverse and engaged underwriting community, whilst planning effectively to meet the succession needs of the organization
  
• Identify training needs and, in conjunction with the AXA XL Underwriting Academy, develop training programs designed to advance the technical skills of the Property Underwriting community
  
• Drive and monitor underwriting policies, rules, guidelines and procedures establishing the referral flow for technical oversight
  
• Cascading (and withdrawal) of Underwriting Authority levels to achieve underwriting quality, best practices, profitability and regulatory compliance goals
  
• Create and implement governance framework to ensure underwriting best practice through form Underwriting Reviews and quality controls, as necessary
  
• Represent line(s)/business unit(s) during, regulatory and FIC audits as needed and coordinate with line/Business Unit on internal and external requests for information
  
• Operational planning - Work with the Global Product Heads and Regional CUO’s to ensure we have effective operational plans to achieve strategic objectives
  
• Work with Finance, Actuarial, Heads of LOB to influence the development of Regional financial plans in support of the Global Property Strategy.
  
• Build and maintain robust links with the Global CUO function and leadership team to ensure alignment with product growth and strategic direction
  
• Align with AXA GI and other legal entities to collaborate and innovate where possible, proactively identifying new product opportunities to support product growth strategies
  
• Ensure Regional Property Underwriting teams are collaborating with the Global Chief Underwriting office and Internal Audit as appropriate
  

You will report to AXA XL’s Global Chief Underwriting Officer.

What you’ll bring

• 
  
• Bachelor’s degree preferred with extensive experience in global insurance, focusing on underwriting management and insurance operations
  
• Deep understanding of Property Insurance with a preference for experience leading a global portfolio
  
• Proven leadership and communication skills with an ability to influence across cultural differences
  
• An unwavering commitment to enable a variety of teams to achieve their best results
  
• Sound understanding of financial planning, analysis and reporting approaches
  
• Successful track record of profitable growth
  
• Ability to respond to a changing environment with flexibility and innovation
  
• Enable feedback loop with Claims and Reserving on strategy and appetite
  
• Close collaboration with Product specific GCUO, Regional CUOs and Regional Product Leaders as well as pricing, reserving actuaries, Risk Consulting and other Teams within the GCUO Organization and across AXA XL (e.g. Risk) and AXA Group (e.g. GIO/GRM)
  
• Engage with clients and brokers where product expertise can add value to the interaction
  

What we offer

Inclusion

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.

• 
  
• Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
  
• Robust support for Flexible Working Arrangements
  
• Enhanced family-friendly leave benefits
  
• Named to the Diversity Best Practices Index
  
• Signatory to the UK Women in Finance Charter
  

Learn more at /about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer.

Total Rewards

AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.

We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars:

• 
  
• Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
  
• Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
  
• Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
  
• AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.
  

For more information, see /sustainability.

The U.S. base salary range for this position is $375,000 to $425,000 USD.

AXA XL is a global Company. The salary range noted above is applicable only for US applicants. Actual pay will be determined based upon the individual’s skills, experience and location. We strive for market alignment and internal equity with our colleagues’ pay.

At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers.

Who we are

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at

#J-18808-Ljbffr

Who We Are:

Gerald Group is a leading private global metals trading company founded in 1962. Its business consists of the physical sale, development, trade and structured financing of commodities and commodity linked assets. Gerald is a diversified metals trader, across precious and non-precious metals and operates on a global basis with mining and metals assets and facilities in various jurisdictions. The Group provides trading and investment solutions to both producer and consumer clients worldwide.

Position Summary:

The Head of Reporting and Technical Accounting will lead the reporting function within the organization, overseeing the collection, analysis, and dissemination of financial and operational data. This role is crucial in providing strategic insights and ensuring the accuracy and timeliness of reports that drive decision-making processes at all levels of the organization. This role ensures that the organization adheres to local and international financial reporting standards and regulations while providing strategic guidance on statutory reporting matters.

Responsibilities:

Statutory Reporting and Technical Accounting:

1. Lead the preparation and review of consolidated financial statements in compliance with IFRS including footnote disclosures, operating metrics, MD&A, accounting memos etc. Ensure the timeliness, accuracy, and integrity of all disclosed financial information.
2. Ensure that all statutory reports comply with applicable accounting standards, regulatory requirements, and legal obligations.
3. Responsible for the development and dissemination of accounting policies, processes, and procedures to ensure consistent corporate compliance.

Bank Reporting, Budgeting, and Forecasting:

1. Oversee the preparation and delivery of accurate and timely consolidated package and operational reports. Identify areas for improvement in reporting processes and implement changes as needed.
2. Lead the preparation of the annual budget process. Develop and implement reporting frameworks and dashboards to track key performance indicators (KPIs).
3. Partner with senior management to understand reporting needs and ensure alignment with strategic objectives.

Audit Coordination and Regulatory Compliance:

1. Stay updated on changes in financial regulations, accounting standards, and statutory reporting requirements. Ensure the organization’s financial practices are compliant with local and international regulations.
2. Act as the senior point of contact for external auditors during statutory audits. Prepare and review necessary documentation and responses for audit inquiries.
3. Implement recommendations from audit findings to enhance reporting processes.

Leadership and Management:

1. Lead and manage the reporting team, providing guidance, support, and professional development opportunities.
2. Establish and maintain effective reporting processes and standards.
3. Collaborate with other departments to align reporting activities with organizational goals.

Other duties as required.

Requirements:

1. A bachelor’s degree in accounting/finance.
2. CPA and/or Chartered Accountant required. MBA is preferred.
3. Minimum 10+ years of general accounting/auditing experience, with at least 5 years of managing a global team and multiple entities.
4. Experience in the commodity trading industry is preferred.
5. Expert knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
6. Excellent working knowledge of technical accounting rules, regulatory rules, and related business processes with in-depth knowledge of existing and new IFRS accounting standards.
7. High degree of integrity and strong ethical standards.
8. An effective team leader who positively contributes to an inclusive and collaborative environment.
9. Strong financial planning and analysis capabilities including forecasting and cash flow.
10. Strong listening, written and oral communication skills; comfortable presenting to all levels of management.
11. Self-starter with a high level of initiative, strong work ethic and the ability to gather, synthesize, organize, and report information. Solid planning and project management skills; extremely reliable with meeting deadlines.
12. Proficiency in Microsoft Office, with a strong proficiency in Excel.
13. Ability to work in office Monday through Friday.
14. Ability to travel as needed.

Employee Programs & Benefits:

1. Comprehensive medical, dental, vision, and life insurance benefits
2. Commuter benefits
3. Flexible Spending Accounts
4. Health Saving Account
5. 401(k) plan with company match
6. Short- and long-term disability
7. Tuition reimbursement
8. Paid time off for vacation, personal, and sick time

We are an equal-opportunity employer. Our teams consist of professionals with diverse backgrounds and skill sets, all of which contribute to the efficacy and profitability of our operations. We take pride in our contributions in aiding developing economies, reducing carbon emissions, and in building towards a more progressive and equitable future.

#J-18808-Ljbffr