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Job Title: Product Manager (Beazley Digital - API/Services)
Division: Beazley Digital
Reports To: As per Beazley's organisation chart
Key Relationships:
Head of Digital Underwriting, Head of Digital Operations
Within Beazley:CIO, other senior IT Leads, Head of PMO/VRF, Enterprise Architect, Other Product/Project Managers, Commercial Management, Information Security, External Suppliers
Job Summary:
The product manager is accountable for the technology roadmap, design, development, enhancement, delivery, and budgeting for the digital product /technologies they lead. Ensuring technology is aligned to business value, OKRs and target architecture. The role ensures the technology is developed and maintained using sound business and technology management practices and it supports business transformation by enabling new capabilities and growth. Using agile and product management methods to ensure you are "delivering the right thing" in "the right way".
Key Responsibilities:
End-to-end Delivery & Execution
Own end-to-end delivery of product/technology initiatives, ensuring alignment from discovery through deployment and ongoing optimisation.
Define clear delivery outcomes, success measures and release plans in partnership with Product, Change, Engineering and business stakeholders.
Lead prioritisation and execution across the delivery lifecycle, balancing strategic objectives with operational needs.
Ensure teams remove blockers, maintain delivery momentum and operate with high transparency on progress, risks and dependencies.
Champion agile ways of working, continuous delivery and automation to accelerate time to value.
Oversee quality assurance, testing and release management to ensure secure, high-quality, production ready outputs.
Drive postlaunch monitoring, analytics and continuous improvement to maximise product value and performance.
Strategy and Business Management
Develop and maintain a strategic product roadmap aligned to OKRs and business plans.
Partner with the business owner and key users to assess current and future needs and shape multiyear plans.
Continuously refine governance and decision-making processes across run, grow and transform activity.
Build, develop and retain a high performing technology delivery team.
Work with digital leadership to define cost and resourcing models and support effective demand planning.
Budget Management
Collaborates with the digital leadership team and business owner to make funding and resource reallocation decisions.
Manages the product budget including run, growth and transform, makes informed and dynamic investment prioritization decisions supported by data.
Technology Management
Work with Group Technology, Information Security, Data Management and Architecture teams to align and leverage enterprise architecture.
Oversee day-to-day technology operations and drive continuous improvement in performance, security, availability and usability.
Define and track channel KPIs to improve adoption, performance and user experience.
Coordinate with other product managers to avoid duplication and manage interdependencies.
Manage vendor relationships in line with group frameworks and build strategic partnerships aligned to Beazley Digital's OKRs.
Embed industry standards and practices such as Agile, DevOps, InfoSec and modern data architecture to ensure resilience and agility.
Digital Transformation
Act as the technology contact for the product, partnering with cross functional teams to evolve processes and operating models.
Scale innovation and new insurance propositions into the channel where feasible.
Recommend business process, commercial and UX improvements to enhance adoption.
Apply design thinking, customer journey mapping and data insights to drive end-to-end channel value.
Identify and champion emerging business and technology trends that support channel OKRs.
Contribute to embedding digital opportunities into Beazley Digital's strategy to drive growth, efficiency and risk reduction.
General:
It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:
- Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.
- Undertake training on Beazley policies and procedures as delivered by your line manager, the People & Sustainability or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
- Display business ethics that uphold the interests of all our customers.
- Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
- Comply with any specific responsibilities necessary for your role as outlined by your line manager, the People & Sustainability or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.
- Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Personal Specification:
Education and Qualifications
Product Management or Product Owner certification desirable but not essential
Agile certification desirable but not essential
Skills and Abilities
Strong business understanding and ability to work in partnership with the business
Strong Technology Product Management skills and/or Programme Management skills
Demonstrated ability to manage technology and business change projects with demonstrated delivery of business value and pursuit of quality
Experienced in change management, able to understand and advise on how to implement process, technology and people changes while minimising the delivery risks
Understanding of business strategy and the work of the teams within the customer organisation
Able to identify and help the team assess options and solutions that best fit business requirements
Proven team management and leadership capability within a change and technology context
Knowledge and Experience
Previous experience in technology
Previous experience in budget management
Previous experience of delivering multiple, complex IT projects, preferably covering the use of internal resources, third party (packaged) solutions and outsourced services
Previous experience of the use of various analysis and delivery frameworks covering scope definition, planning, budgeting, reporting, management of risks and issues
Previous experience working with an Agile methodology preferred
Previous experience building and maintaining effective working relationships
Previous experience managing an outsourced team
Aptitude and Disposition
Delivery focussed, self-motivated, flexible and enthusiastic
Relentless curiosity
Learning Agility
Open Disposition
Judgement
Digital Acumen
Customer focus
Strategic thinking
Competencies
Proactive
Information seeking
Flexible
Detail oriented
Purposeful communication
Leadership
Team working
Negotiation and influencing
Problem solving
Customer focus
Decision making
Who We Are:
Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
- Be bold
- Strive for better
- Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success. Explore a variety of networks to assist with professional and/or personal development.
Our Employee Networks include:
- Beazley RACE - Including, understanding and celebrating People of Colour
- Beazley SHE - Successful, High potential, Empowered women in insurance
- Beazley Proud - Our global LGBTQ+ community
- Beazley Wellbeing - Supporting employees with their mental wellbeing
- Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
- Internal Pathways (helping you grow into an underwriting role)
- iLearn (our own learning & development platform)
- LinkedIn Learning
- Mentorship program
- External qualification sponsorship
- Continuing education and tuition reimbursement
- Secondment assignments
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
- Attractive base compensation and discretionary performance related bonus
- Competitively priced medical, dental and vision insurance
- Company paid life, and short- and long-term disability insurance
- 401(k) plan with 5% company match and immediate vesting
- 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
- Up to $700 reimbursement for home office setup
- Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
- Up to 26 weeks of fully paid parental leave
- Up to 2.5 days paid annually for volunteering at a charity of your choice
- Flexible working policy, trusting our employees to do what works best for them and their teams
Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $85,000 - $107,000 per year plus discretionary annual bonus.
Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
Job Title: Customer Success Manager
Location: US - Remote
OptymEdge is advancing global ophthalmology clinical trials through the Acuvera Suite-Certify, Capture, and Imaging-bringing digital transformation to visual function endpoints. To support this growth, we are seeking a Customer Success & Strategic Growth Manager to support and execute value realization, strengthen sponsor and CRO partnerships, and unlock long-term account expansion.
Primary Purpose
This client-facing role blends customer success, strategic account management, and commercial insight. You will partner with key global sponsors, oversee engagement across the customer lifecycle, and convert operational excellence into deeper, multi-service relationships. You will also contribute to the development of scalable CS frameworks that support OptymEdge's growth trajectory.
Responsibilities
1. Strategic Account Leadership
* Serve as the primary point of contact for assigned strategic accounts
* Lead onboarding, adoption, and continuous value delivery across Certify, Capture, and Imaging modules
* Conduct structured governance meetings, QBRs, and planning sessions with client stakeholders
* Build multi-level, trust-based relationships anchored in scientific credibility and shared goals
* Identify risks early and drive cross-functional resolution to maintain delivery excellence
2. Growth & Expansion Opportunities
* Identify upsell, cross-sell, and multi-service expansion opportunities in partnership with Commercial and Business Development teams
* Contribute to the development of long-term partnership and account growth strategies
* Partner with Business Development on renewals, pricing input, and proposal development
* Track and report NRR, account health indicators, and expansion pipeline activity
3. Cross-Functional Partnership
* Collaborate with Delivery, Clinical, Product, Technology, and Marketing teams to ensure consistent execution
* Translate customer insights into actionable product and service improvement recommendations
* Contribute to value stories, case studies, and customer success narratives
* Serve as the internal voice of the customer to support alignment across teams
4. Operational Excellence & Scaling
* Contribute to the development and refinement of scalable CS processes, playbooks, and engagement frameworks
* Build and maintain account health models and standardized reporting dashboards
* Leverage CRM and analytics tools for forecasting, engagement tracking, and risk signaling
* Support knowledge sharing and onboarding activities as the CS function grows
Qualifications
* Bachelor's/Master's in Life Sciences, Business, or related field.
* 5+ years in customer success, strategic account management, or clinical operations.
* Experience with eClinical or digital health systems.
* Strong communication, stakeholder management, and commercial awareness
Bonus Points
* Experience in ophthalmology clinical research or endpoint services
* Familiarity with eSource, imaging, or certification platforms
* Experience in growth-stage or transformation-focused organizations
* Proficiency with Salesforce or similar CRM platforms
Emmes Group: Building a better future for us all.
OptymEdge is part of the The Emmes Group. Emmes is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience.
We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us!
Why work at Emmes?
At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including:
- Flexible Approved Time Off
- Tuition Reimbursement
- 401k Retirement Plan
- Work From Home Anywhere in the US
- Maternal/Paternal Leave
- Casual Dress Code & Work Environment
CONNECT WITH US!
Follow us on Twitter - @EmmesCRO
Find us on LinkedIn - Emmes
The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.
#LI-Remote
A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.
Role and Responsibilities1. Compensation Strategy & Program Management
- Support the development and refinement of compensation strategies in alignment with company goals and market practices.
- Manage the implementation and administration of base pay, short-term incentive plans, and other variable compensation programs.
- Partner with the SVP, HR and CHRO to assess the effectiveness of compensation programs and make recommendations for improvements.
2. Market Analysis & Benchmarking
- Lead benchmarking efforts using industry surveys and data to evaluate the competitiveness of the organization's pay structures.
- Perform compensation modeling and analytics to support decision-making and compensation design.
- Provide insights and recommendations based on market trends and internal data analysis.
3. Job Evaluation & Pay Structure
- Oversee job analysis and job evaluations to ensure appropriate leveling and internal equity.
- Maintain and update salary structures, job families, and career frameworks across departments.
- Evaluate and approve job offers and promotions to ensure alignment with compensation guidelines.
4. Compliance & Risk Management
- Ensure compensation practices comply with federal, state, and local laws and regulatory requirements (e.g., FLSA, Equal Pay Act).
- Assist in preparing data and documentation for pay equity audits, internal reviews, and external reporting.
5. Performance & Incentive Planning
- Collaborate with HR business partners and leadership in the planning and execution of annual compensation cycles (Merit, Bonus, Promotions, SERP, and ESOP).
- Provide analytics and recommendations on performance-based pay decisions.
- Assist with the design and administration of variable pay programs that support a performance-driven culture.
6. Stakeholder Partnership & Communication
- Serve as a trusted advisor to HR business partners and business leaders on compensation matters.
- Support employee communications and training on compensation philosophy and programs.
- Work closely with Finance and HRIS teams to ensure accurate reporting, budgeting, and system integration.
- Bachelor's degree in Human Resources, Business Administration, Finance, or a related field (Master's or relevant certifications preferred).
- 6+ years of experience in compensation, with at least 2 years in a managerial or senior-level role.
- Strong understanding of compensation design, market pricing, salary surveys, and program implementation.
- Experience managing or supporting complex compensation cycles and job architecture frameworks.
- Solid analytical and problem-solving skills with a high attention to detail. Proficient in Excel (e.g., pivot tables, formulas, data modeling) and compensation tools/systems (e.g., PayScale. Mercer, ADP, Cornerstone, Workday, etc.).
- Strong interpersonal and communication skills, with the ability to influence stakeholders at all levels. Ability to manage multiple priorities in a fast-paced, dynamic environment.
- Certified Compensation Professional (CCP) or similar industry-recognized certifications preferred.
Overview
We are seeking a seasoned Analytics leader to build and lead our enterprise Analytics and Data Governance function in a modern group purchasing / procurement environment. This leader will turn our rich ecosystem of member, supplier, contract, and transaction data into a strategic asset that drives savings, compliance, growth, and differentiated insight for our members and suppliers.
This leader will also own the data governance operating model, enterprise metrics, and analytics roadmap that power member-facing insights, internal performance management, and AI use cases across the technology platform (Website, B2B eCommerce, supplier portal, sourcing tools, and partner integrations).
Key responsibilities
Data governance and policy
- Define and run the enterprise data governance framework covering member, supplier, contract, item, and transaction data domains.
- Establish data ownership and stewardship across functions (Category Management, Supplier Management, Finance, Sales, Marketing, Digital) driving clear accountabilities for data quality and definitions.
- Implement policies for responsible use of data in supplier programs, member reporting, and AI/ML models, ensuring compliance with contractual, regulatory, and privacy requirements.
- Drive data quality management (profiling, remediation, SLAs) for critical assets such as contract price files, item catalogs, rebate/accrual data, and member hierarchies.
- Oversee metadata, business glossary, and data lineage so teams can confidently understand "one source of truth" for core GPO metrics (e.g., committed vs. actual spend, penetration, compliance, savings delivered).
Analytics strategy and delivery
- Define the enterprise analytics vision and roadmap aligned to procurement value levers: spend visibility, category performance, contract compliance, leakage detection, rebate optimization, and supplier performance.
- Lead the design and delivery of standardized KPI suites and dashboards for executives, category teams, supplier partners, and member account teams (e.g., savings scorecards, compliance heatmaps, portfolio optimization).
- Partner with Product and Engineering to ensure the data platform (warehouse, semantic layer, BI tools) can support self-service analytics, embedded insights in member/supplier portals, and AI-driven use cases.
- Champion enterprise metrics and advanced analytics capabilities such as, forecasting, benchmarking, opportunity sizing, and integrity analytics, ensuring models are traceable, governed, and auditable.
- Translate business needs into clear data products (curated data sets, subject-area marts, APIs) that serve both internal teams and external-facing solutions.
Stakeholder leadership and collaboration
- Serve as the enterprise "single point of accountability" for data and analytics, aligning priorities across Technology, Category Management, Supplier Relations, Sales, Finance, and Operations.
- Partner with Supplier and Member-facing teams to co-create analytics offerings that differentiate the GPO (e.g., supplier growth playbooks, member CFO dashboards, public-sector transparency packs).
- Educate executives and business leaders on data literacy, standard metrics, and how to use insights in planning, negotiations, and supplier programs.
- Collaborate closely with Security, Legal, and Compliance to ensure that member and supplier data is used ethically and in line with contracts and regulations.
Team building and operations
- Build and lead a high-performing team of data analysts, analytics engineers, data governance managers, and data stewards.
- Define operating rhythms (data council, data domain forums, metric review cadences) that keep governance and analytics tightly connected to business outcomes.
- Establish and track KPIs for the data function itself (data quality scores, adoption of governed datasets, BI usage, time-to-insight).
- Select and manage key tools and vendors in the analytics and governance ecosystem (warehouse, BI, catalog/governance, quality monitoring).
Qualifications
- Bachelor's or Master's degree in Data/Computer Science, Information Systems, Analytics, Statistics, Business, or related field.
- 10+ years of experience in analytics, data governance, or enterprise data management, including 3–5+ years leading teams.
- Proven experience in a procurement, supply chain, GPO, distribution, or B2B marketplace environment strongly preferred.
- Demonstrated success implementing data governance frameworks and delivering analytics that directly influenced commercial or procurement outcomes (e.g., savings, compliance, supplier growth).
- Hands-on familiarity with modern data platforms (e.g., Snowflake/BigQuery/Redshift, dbt, Power BI/Tableau/Looker, and one or more data catalog/governance tools).
- Strong grasp of regulatory / contractual considerations relevant to member and supplier data (data sharing agreements, use of benchmarking, privacy/security standards).
- Excellent leadership, storytelling, and stakeholder management skills; able to influence at C-suite and board levels.
Attributes for success
- Business-first mindset: instinctively ties data work to member value, supplier value, and financial impact.
- Pragmatic operator: balances governance rigor with speed, enabling innovation rather than blocking it.
- Skilled translator: can convert complex data and AI topics into clear narratives for executives, sales, and category leaders.
- Culture builder: passionate about creating a data-driven culture that values standard definitions, trusted data, and measurable outcomes.
Compensation:
$150,000 to $200,000 per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role include: Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
A global automotive parts supplier near Knoxville, Tennessee is currently seeking a Korean-English
Bilingual Manufacturing Cost Analyst - 5+ years exp. MUST to join their team.
Responsibilities of Korean-English Bilingual Manufacturing Cost Analyst - 5+ years exp. MUST:
- Assist in developing and implementing annual-, mid- and long-term strategic business plan.
- Support business planning process for the development of annual company goals and objectives.
- Conduct variance analysis against forecasted plan and implement countermeasures.
- Assist in developing and implementing department budget policies/procedures.
- Assist in developing and implementing continuous improvement activities to reduce cost and improve company efficiencies.
- Lead Kaizen rewards activities.
- Assist and calculate standard cost and maintenance.
- Generate cost analysis and other business management planning reports.
- Assist in developing corporate Cost Accounting methodology and policies/procedures.
- Support all duties, procedures, reports associated with physical inventory counts, final variance analysis, implementing countermeasures, maintenance and controls.
- Assist, prepare and input monthly closing reports and annual business planning forecast.
- Assist and perform cash management to avoid cash shortages and minimize financing costs.
- Assist in developing, implementing safeguard company assets by providing a full detailed accounting of all fixed assets that tract to physical property.
- Collaborate with the Production related departments to understand the full production process.
- Collaborate with Production Control department to understand the accurate bill of materials.
- Collaborate with HQ Accounting and Administration department to perform timely and accurate AR/AP duties.
- Analyze cost absorption and perform variance analysis monthly.
- Interest in numbers, inventory control, transaction analysis, and journal entry.
- Assist in developing and implementing purchasing systems and various instructions, policies/procedures.
- Establish relationships with suppliers/vendors to monitor and negotiate pricing for competitive goods and services, communicate product quality expectations and on-time delivery goals.
- Review, approve, and generate purchase orders for materials, services and supplies.
- Collaborate with Legal Department to review purchase order claims and contracts for conformance to company policy.
- Confirm delivery and acceptance of materials, services from domestic and international suppliers/vendors.
- Assist in developing mid and long-term purchasing strategies for supplies and materials based on forecasted production requirements.
- Assist in developing and generating reports requested for business planning analysis, cost analysis, and other monitoring analysis reports for management review.
- Perform other duties as assigned.
Requirements of Korean-English Bilingual Manufacturing Cost Analyst - 5+ years exp. MUST:
- 5 years' experience in business planning, accounting or cost accounting in manufacturing business. Additional experience in purchasing is a plus.
- Bachelor's degree in Business Administration, Accounting, Finance, or any related field.
- Must have the ability to analyze large data sets.
- Must have the ability to be multi-tasking.
- Business-level proficiency in Korean and English language (Speaking, Listening, Reading, Writing) MUST
- Must have a strong understanding of cost methods.
- Proficiency in MS Suites (Excel, Outlook, etc.) Especially, advanced proficiency in Excel to include formulas, formatting, cell linking, charts and graphs, and the ability to construct interactive financial models.
- Experience with an integrated ERP system (INFOR, Microsoft Dynamic, SAP).
- Experience in communication, reporting, financial transactions, approval procedure in a global enterprise strongly preferred.
- Experience with and ability to work with physical inventory in a manufacturing environment.
- Ability to assimilate and analyze data to present to management in a complete framework for decision-making (Problem Solving Framework).
- Ability to work in a fast paced, multi-cultural, team-oriented environment.
Activ8 Recruitment & Solutions / Renaissance Resources Inc. has been a trusted leader in North American recruiting for Japanese businesses for over 25 years. We specialize in connecting top talent with companies in the Automotive, Electronics, Food & Beverage, Logistics, Manufacturing, Oil & Gas, Banking & Finance, and Entertainment industries. Our client-focused approach ensures that we understand your unique needs, whether you're a company seeking skilled professionals or a candidate looking for the right career opportunity. By working closely with each individual, we provide tailored solutions that drive success.
We screen ALL Candidates to verify the validity of each applicant's provided information. Upon submitting your resume, we will contact only those candidates that we deem qualified for our client. If we do not contact you, we do not see the fit for the position. If we are unable to reach you in a reasonable timeframe, you will be eliminated from the pool of potential candidates.
We prioritize direct applicants; third-party resumes may not be reviewed.
Vice President, Strategic Finance & Capital Management
Full Time
Oakbrook Terrace, IL, US
Salary Range:$200,000.00 To $230,000.00 Annually
Position Overview
The VP of Strategic Finance and Capital Management is a senior leadership role responsible for creating strong financial performance throughout the organization and optimally utilizing capital to achieve the company's strategy. This includes being responsible for enterprise performance improvement, establishing a long-term capital strategy that aligns with the product and growth strategy, evaluating internal and external investments to achieve growth, efficiency and profits, and leading the AM Best rating process. The role influences executive decision-making through compelling data storytelling and ensures rating stability, capital adequacy, and strategic alignment across the organization.
This position will report to the Chief Financial Officer and Treasurer.
Key Focus Areas
- Financial value creation
- Enterprise capital strategy
- Operational cost analysis and process performance optimization
- Credit Rating Agency management
- Executive communication and cross-functional leadership
Essential Elements
Strategic & Financial Leadership
- Steer performance optimization—monitor pricing, loss ratios, operating costs, and overall product profitability; develop actionable strategies to optimize operations, creating efficiencies and implementing cost reductions where needed.
- Conduct deep dive operational cost analyses across business processes (e.g., service, underwriting, claims, product delivery), identifying key cost drivers, performance gaps, and improvement opportunities to inform strategic decisions.
- Partner with business leaders to source and evaluate new opportunities, strategic investments, and acquisitions providing financial expertise, including building end-to-end financial proformas, operational scaling models, resource/staffing models, workflow cost assessments, and ROI targets for enterprise initiatives and new product launches.
- Develop operational financial models that integrate volume forecasts, unit cost assumptions, throughput capacity, and efficiency improvements to guide scalable growth strategies.
- Serve as a key financial partner to the Business Transformation Office, validating business cases, advising on prioritization, and implementing financial benefit realization frameworks.
- Develop ROI metrics for internal business transformation initiatives and track those metrics; quickly respond when an initiative falls outside the metrics.
- Own the enterprise capital strategy—design, run, and refine capital models, stress tests, and ORSA scenario plans to protect solvency, optimize allocation and achieve product growth strategies; partner with business leaders to ensure capital strategy aligns with and supports the product and growth strategies.
- Lead strategic scenario modeling—build and stress-test multi-year dynamic models and translate results into actionable strategies.
- Drive rolling forecast & continuous planning.
AM Best Rating
- Lead the AM Best annual rating review and strategy for long-term rating stability.
- Align capital strategy to risk appetite—connect risk limits and product roadmaps to capital deployment decisions.
Advanced Visualization & Influence
- Data Storytelling—translate complex financial data points and trends into compelling narratives for executive-level decision-making.
- Executive Influence—deliver insights in a way that drives strategic alignment and accelerates decisions at the CEO and Board level.
Requirements
Education and Certifications
- Bachelor's degree in finance, accounting, economics, or related field required
- Master's degree in finance or accounting (MBA) preferred
- Professional credentials such as Certified Public Accountant (CPA), Certified Financial Accountant (CFA) or actuarial designation (AS/FSA) preferred
Experience and Skills
- 10+ years of progressive leadership experience in financial planning and capital strategy, insurance industry preferred.
- Communication and Influence: Experience presenting to rating agencies and executive committees, with ability to influence strategic decisions at the highest level.
- Value Creation: Proven track record in optimizing financial performance by identifying better strategies and/or internal processes.
- Corporate Development Acumen: Experience assisting with acquisition analysis and financial modeling for inorganic growth opportunities.
- Financial Modeling: Proven mastery of complex modeling techniques, including scenario analysis, capital adequacy projections, and stress testing under US GAAP / Statutory frameworks.
- Enterprise Capital Strategy: Expertise in capital modeling, stress testing, and ORSA scenario planning to ensure solvency and optimize capital allocation.
- Technology Proficiency: Proficiency in leading the adoption of AI-driven forecasting tools, cloud-based EPM platforms and advanced visualization tools like Power BI.
- Leadership: Demonstrated success in cross-functional leadership, partnering with actuarial, IT, operations, and product teams to deliver integrated financial strategies. Comfortable driving organizational change and influencing senior stakeholders.
- Ratings Management: Deep understanding of AM Best rating methodology and ability to lead annual rating review and strategy
Travel Required
- Up to 10% travel domestically
Location: American Magic High-Performance Center in Pensacola, Florida
Reports to: Chief Executive Officer, American Magic Services
Overview: American Magic is a multi-platform high-performance organization with roots as the U.S. America's Cup team and a future that spans advanced manufacturing, elite global sport, and a mission to promote the sport of sailing and sailing excellence. We are seeking an accounting and finance professional who can oversee accounting and finance operations across three distinct but interrelated platforms:
- American Magic Services (AMS) – A manufacturer and designer of carbon fiber parts and products for the aerospace and marine markets;
- ROCKWOOL Racing (Danish SailGP Team) – A recently acquired global professional sports team competing in the fast-growing SailGP league; and
- American Magic 501(c)(3) – A nonprofit organization supporting high-performance sailing in the U.S.
The Controller and Finance Director will play the lead role in centralizing and establishing finance and accounting operations and support each platform in achieving its objectives.
Key Responsibilities:
Enterprise Financial Leadership
- Centralize financial activities and establish strong financial processes and a control framework
- Implement and manage financial systems
- Build financial frameworks and reporting that actively manage cash and costs and allow leadership to make informed decisions, balancing the objectives across the platforms
- Manage and optimize insurance coverage for American Magic
- Work closely with external partners (auditors, tax advisors, legal counsel, banking relationships)
American Magic Services (Advanced Manufacturing & Design)
- Lead accounting, reporting, and forecasting for a ~$10M revenue business with strong growth ambitions toward ~$20M+
- Support scaling from ~40 employees to 100+ by implementing robust project accounting, labor efficiency, and margin management systems
- Partner with the operating team:
-Enhance project profitability through project costing, costing management, bid pricing and contract structures
-Assess capital expenditures, tooling investments, and facility utilization as part of its growth strategy
ROCKWOOL Racing (SailGP Team)
- Lead and execute financial operations and reporting for a professional sports team in the fast-growing SailGP global racing league
- Support the CEO and Chief Sales Officer with:
-Sponsor ROI modeling and reporting
-Model financials tied to new sponsorships or cost cap changes
- Support team to achieve profitability while climbing the league table
American Magic 501(c)(3)
- Ensure strong governance, compliance, financial stewardship, and reporting of the nonprofit entity
- Oversee budgeting, reporting, and donor-restricted fund management
- Coordinate clean and appropriate financial boundaries between the nonprofit and for-profit entities
- Support transparency and credibility with donors, partners, and board members
Experience & Background
- CPA
- 8-10+ years' experience in accounting and finance, including experience in a controller role
- Strong preference for experience in manufacturing and project-based services
- Demonstrated experience in process and systems implementation
- Experience shepherding organizations through periods of growth and increasing complexity
Skills & Personal Attributes
- Thrives in small team, start-up environments
- Comfort and interest in balancing leading and doing
- Energized by the American Magic's mission; a strong sense of stewardship
- Comfort operating across multiple business models simultaneously
- Robust finance, forecasting, accounting, and reporting skills
Compensation package: Market-based compensation commensurate with experience
About the Job:
The Solutions Architect serves as the technical anchor of the Strategic Resource Group. This role is responsible for translating complex business and market questions into structured, executable data outputs using Trilliant Health’s proprietary claims, provider directory, and price transparency datasets.
The Solutions Architect owns feasibility validation, analytical methodology design, and data integrity across research initiatives and pre-sales support. This individual combines strong technical proficiency with healthcare domain expertise and plays a critical role in standardizing how recurring strategic questions are answered across the organization.
You are our ideal candidate if you:
- Design and execute complex SQL queries and data builds from Trilliant’s data warehouse
- Capture and maintain documentation outlining how and why analytical frameworks are applied to support consistency and institutional knowledge retention
- Validate data integrity and identify gaps, missingness, structural limitations, or edge cases
- Own technical feasibility assessments for research and pre-sales opportunities
- Develop repeatable analytical frameworks for common strategic use cases
- Support research initiatives through structured dataset construction and methodological validation
- Create reusable datasets, templates, and documentation to reduce institutional knowledge concentration
- Maintain high standards of quality control and analytical rigor across all deliverables
- Interface effectively with Sales, SRG, Research, Product, and Data Engineering teams
- Respond to ambiguity with structured problem solving and professional judgment
Technical Skills:
- Advanced proficiency in SQL and experience querying large data warehouses
- Experience working in Databricks or similar environments preferred
- Strong proficiency in Excel and PowerPoint
- Familiarity with Tableau or other BI tools
- Experience working with complex healthcare claims datasets required
Other Skills:
- Strong analytical and critical thinking skills
- Ability to synthesize large datasets into structured outputs
- Excellent documentation and organizational skills
- Strong written and verbal communication skills
- Ability to work independently with minimal supervision
- High attention to detail and commitment to data quality
Position Location:
This position is onsite in Brentwood, TN
*We are unable to provide visa sponsorships for this role.
About Trilliant Health:
Trilliant Health is a high-growth, healthcare technology company. We are on a mission to be the most trusted advisor, dependable partner and provider of analytic insights to key stakeholders in the health economy enabling them to maximize return on invested capital. We do that by providing education and expertise through thought leadership, evidence-based strategy, and predictive analytics. We are looking to grow our team as we strive to influence positive change in healthcare by disrupting the status quo and promoting improved decision-making.
About the Job:
The Applied Analytics Analyst serves as the technical anchor of the Strategic Resource Group. This role is responsible for translating complex business and market questions into structured, executable data outputs using Trilliant Health’s proprietary claims, provider directory, and price transparency datasets.
The Applied Analytics Analyst owns feasibility validation, analytical methodology design, and data integrity across research initiatives and pre-sales support. This individual combines strong technical proficiency with healthcare domain expertise and plays a critical role in standardizing how recurring strategic questions are answered across the organization.
You are our ideal candidate if you:
- Design and execute complex SQL queries and data builds from Trilliant’s data warehouse
- Capture and maintain documentation outlining how and why analytical frameworks are applied to support consistency and institutional knowledge retention
- Validate data integrity and identify gaps, missingness, structural limitations, or edge cases
- Own technical feasibility assessments for research and pre-sales opportunities
- Develop repeatable analytical frameworks for common strategic use cases
- Support research initiatives through structured dataset construction and methodological validation
- Create reusable datasets, templates, and documentation to reduce institutional knowledge concentration
- Maintain high standards of quality control and analytical rigor across all deliverables
- Interface effectively with Sales, SRG, Research, Product, and Data Engineering teams
- Respond to ambiguity with structured problem solving and professional judgment
Technical Skills:
- Advanced proficiency in SQL and experience querying large data warehouses
- Experience working in Databricks or similar environments preferred
- Strong proficiency in Excel and PowerPoint
- Familiarity with Tableau or other BI tools
- Experience working with complex healthcare claims datasets required
Other Skills:
- Strong analytical and critical thinking skills
- Ability to synthesize large datasets into structured outputs
- Excellent documentation and organizational skills
- Strong written and verbal communication skills
- Ability to work independently with minimal supervision
- High attention to detail and commitment to data quality
Position Location:
This position is onsite in Brentwood, TN
*We are unable to provide visa sponsorships for this role.
About Trilliant Health:
Trilliant Health is a high-growth, healthcare technology company. We are on a mission to be the most trusted advisor, dependable partner and provider of analytic insights to key stakeholders in the health economy enabling them to maximize return on invested capital. We do that by providing education and expertise through thought leadership, evidence-based strategy, and predictive analytics. We are looking to grow our team as we strive to influence positive change in healthcare by disrupting the status quo and promoting improved decision-making.
Korn Ferry has partnered with our client on their search for District Operations Director - Single Family Homes
Operations & Property Management
- Oversee day-to-day operations across Orlando, Jacksonville and Treasure Coast, ensuring consistent execution of company procedures and a high-quality resident experience.
- Provide strategic oversight of property management functions, including service delivery, maintenance, renewals, and collections, with a focus on KPI achievement and cost control.
- Navigate complex municipal environments by building strong relationships with housing authorities and local agencies to ensure compliance and operational fluidity.
- Lead vendor management and service team performance, ensuring alignment with company standards, cost efficiency, and resident satisfaction.
- Conduct regular market visits and inspections to assess operational health, enforce standards, and identify opportunities for improvement.
- Implement frameworks for emergency response, business continuity, and risk mitigation across all markets.
Resident Experience
- Drive a resident-first culture by ensuring seamless onboarding, proactive communication, and responsive issue resolution across all touchpoints.
- Leverage resident feedback and satisfaction data to evolve service offerings, improve retention, and build long-term loyalty.
- Partner with leasing teams to monitor inventory, pricing, and occupancy trends, ensuring alignment with market demand and performance goals.
- Reinforce tenant policies and procedures while maintaining a positive, service-oriented relationship with residents.
Financial Management
- Lead the development and execution of annual operating budgets across assigned markets, with a focus on service cost management and NOI optimization.
- Oversee accounts receivable, rent collection, and resolution of arrears, ensuring minimal variance and strong financial performance.
- Review financial reports regularly to identify trends, risks, and opportunities, implementing corrective actions as needed.
- Contribute to long-term planning and investment prioritization in alignment with First Key Homes’ growth strategy.
Team & Talent Oversight
- Manage a regional team of 50–60 employees, ensuring clear accountability, performance consistency, and adherence to company policies.
- Identify workload efficiencies and talent gaps, optimizing team structure and resource allocation across markets.
- Lead workforce planning efforts in partnership with HR and third-party recruiters to support hiring, onboarding, and retention.
Strategic Partnerships & Compliance
- Maintain an active Florida real estate license and ensure compliance with state-specific laws and regulations.
- Collaborate with internal stakeholders and external partners to align operations with broader strategic goals and regulatory requirements.
- Represent First Key Homes in municipal and community engagements.
Professional Experience/Qualifications
The ideal candidate will bring the following experience:
- 10–15+ years of senior-level operational leadership within residential real estate, property management, or single-family rental (SFR) environments, overseeing large-scale, multi-market portfolios.
- An active real estate license in Florida is required or must be obtained within120 days of hire.
- Experience navigating real estate laws and compliance, and a deep understanding of municipal engagement, housing authorities, and public-sector coordination.
- Proven ability to lead multidisciplinary teams across leasing, service, field operations, and resident experience, driving performance, accountability, and cultural alignment across diverse geographies.
- Strong financial oversight and budgeting expertise, with a track record of managingservice-related costs, optimizing NOI, and delivering consistent results across KPIs such as collections, renewals, and retention.
- Demonstrated success leading through organizational change, including assessing team dynamics, identifying talent gaps, and buildingbench strength to support long-term growth and operational resilience.
- Exceptional interpersonal and communication skills, with the ability to build trust, manage conflict, and influencecross-functional teams, third-party vendors, and internal stakeholders.
- Inspirational leadership style that fosters collaboration, encourages ownership, and leads with empathy, structure, and clarity.
- Comfortable operating in high-visibility, high-accountability environments, with a focus on resident satisfaction, team development, and community engagement.
- Strong understanding of strategic planning and operational execution, with the ability to translate corporate goals into market-level performance and team alignment.
- Proficiency in Microsoft Office Suite and property management platforms, including YARDI, with a commitment to data accuracy, reporting integrity, and system compliance.
Year One Critical SuccessFactors
The successful candidate should have successfully achieved the following within the first 12 to 18 months in this role:
- Drive Operational Excellence Across Districts: Establish consistent service delivery standards and operational processes across assigned markets, resulting in measurable improvements in resident satisfaction, service timeliness, and cost efficiency. Ensure alignment with First Key Homes’ national performance benchmarks and compliance protocols.
- Elevate Team Engagement and Culture: Assess and optimize team structure, talent, and engagement across leasing, service, and field operations. Implement leadership development and retention strategies to reduce turnover, foster accountability, and build a high performance, resident-first culture.
- Strengthen Governance and Cross-Functional Alignment: Build strong relationships with internal stakeholders across corporate functions (e.g., Legal, Compliance, Finance, HR) and ensure clear communication channels and accountability frameworks. Align district-level execution with enterprise goals, including NOI targets, renewal rates, and service SLAs.
- Enhance Resident Experience and Community Impact: Launch initiatives that improve resident engagement, retention, and satisfaction scores. Partner with local municipalities and housing authorities to strengthen community relationships and ensure compliance with local housing regulations.
- Optimize Financial Performance and Budget Discipline: Deliver against district-level financial targets by managing service costs, capital planning, and operational budgets. Identify opportunities for efficiency and margin improvement while maintaining service quality and compliance.
Preferred Education Qualifications
- Bachelor’s Degree in Business Administration, Finance, Planning or related field.
- Proficiency in Yardi (or similar systems).