Senior Financial Analysis Manager, Strategic Initiatives Group

Senior Financial Analysis Manager, Strategic Initiatives Group
NY, New York
Job ID : 45052
Job ID : 45052

Company Description

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.

Job Purpose

The Strategic Initiatives Group (SIG), is an internal consulting team responsible for developing initiatives that drive profitable growth and performance across AXA US.  The group reports to the CEO and owns both corporate strategy and new business development in partnership with business and support function areas.

Typical projects

  • Internal consulting – support business areas by providing capabilities such as thought leadership, increased capacity or evaluation of an issue
  • Competitive intelligence – perform market assessments such as evaluation of macro and industry trends, peer benchmarking, and comparative financial analysis
  • Classic strategy – conduct formal problem solving; assist with annual strategy planning, Board of Director presentations, etc.
  • New business development – evaluate new business ideas; explore new market entry opportunities; business case development; M&A, JVs and strategic partnership opportunities

The team is heavily focused on talent development.  Many current AXA leaders were previous SIG members and led challenging, high-profile projects to shape the company’s strategy, grow the business, and transform the organization.  SIG members often spend two to three years on the team before moving into influential leadership roles throughout the company.

The team is seeking a highly self-motivated individual who can directly support the Head of SIG and CEO with specific financial analyses and research projects, as well as partner with the company’s Investor Relations team on various topics. This position reports directly to the head of SIG.

Key responsibilities

  • Lead ad-hoc and ongoing analysis (strategic and financial) of industry and competitive landscape focused on macro trends, financial results, historical performance, business strategy and valuation
  • Develop and write executive-level memos and research papers
  • Identify issues, structure problems and generate actionable recommendations using formal problem-solving frameworks and critical thinking
  • Identify analytical needs for projects or workstreams, gather required data and identify most appropriate quantitative and qualitative approach to perform analysis
  • Participate in the creation and delivery of presentations to CEO and senior management in very clear, structured formats
  • Co-develop business cases with other members of SIG and in partnership with business areas (e.g., rationale for effort, size of opportunity, specific action steps, financial impact, implementation plan, etc.)
  • Understand broad project planning requirements; lay out a project plan with direction from appropriate business area stakeholders, as necessary
  • Manage ambiguity, complex subject matters, and concurrent deliverables with comfort
  • Play a lead role on the team through your contributions and collaboration

The ideal candidate will possess most of the preferred qualifications from day one and will be able to hit the ground running with minimal day-to-day supervision.  We are looking for someone who has strong analytical skills, understands the financial services space—specifically, the Life Insurance and Asset Management industries—has superior knowledge of business and/or competitive intelligence techniques and research, and is comfortable and proficient interacting with the CEO and senior executives.

SIG operates in a fast-paced environment that requires the ability to manage multiple, competing priorities. Candidates must be comfortable working in a high-profile, dynamic environment and must be willing to support various projects, often simultaneously.

  • BA / BS required; progress toward MBA or CFA a plus
  • 4-8 years’ experience, preferably in the insurance or broader financial services industry 
  • Excellent written and verbal communication skills with the ability to present complex topics logically and succinctly
  • Solid understanding of financial statements, including financial modeling experience
  • Strong analytical and critical thinking skills with keen interest to further develop these abilities
  • Strong interpersonal skills, maturity and good judgment
  • Reliable with excellent prioritization skills and a clear focus on results
  • Self-starter and comfortable interacting up, down and across the organization
  • Knowledge of and strong interest in financial markets
  • Experience working on projects with multiple, cross-functional stakeholders
  • Strategy, consulting or banking experience is a plus
Other information

NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

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