Head of Finance Transformation - Customized Services Administrators, Inc.

Why work with us?

The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

Employees enjoy a plethora of benefits to include:

• A diverse, inclusive, professional work environment
• Flexible work schedules
• Company match on 401(k)
• Competitive Paid Time Off policy
• Generous Employer contribution for health, dental, and vision insurance
• Company-paid short-term and long-term disability insurance
• Paid Maternity and Paternity Leave
• Tuition reimbursement
• Company-paid life insurance
• Employee Assistance Program
• Wellness programs
• Fun employee and company events
• Discounts on travel insurance

Salary Range: $170,000.00 to $200,000.00

Who are we?

Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail and lodging partners. Learn more here.
• Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here.
• GMMI is the industry standard for global medical cost containment and risk management solutions. Learn more here.
• Iris, Powered by Generali: identity and digital protection solution. Learn more here.
• Trip Mate: US travel insurance brand for tour operators, cruise, and airline partners. Learn more here.

Job Summary:

This role is responsible for the oversight of projects to include client implementation and the expected revenue, expenses, cash flow, long-term investments and financial reporting associated with those client implementations.

Principal Duties and Responsibilities:

• Oversight of large client acquisitions and implementations to include the expected revenue and expenses, cash flow, long-term investments, and reporting

• Facilitation of financial due diligence and applying accounting procedures while also gathering and analyzing data from many sources at once

• Preparation of cost-benefit analyses for projects across departments while identifying areas where cash flow and revenue can be improved.

• Balances big-picture business goals and long-term forecasting with day-to-day oversight of cash flow, revenue, and expenditures in order to make well-informed decisions about emerging opportunities and areas for improvement

• Build and work with cross-functional teams. The ability to coordinate across departments and motivate staff members to complete projects according to both internal and external deadlines is vital.

• Actively seek methods to enhance overall efficiency and performance through the identification of areas for improvement and develop solutions to prevent project delays and help a company meet its budgetary and cash flow goals

• Establish clear communication with both team members and executives during the project lifecycle to include progress reports, goals and expectations, and questions to team members, shareholders and Organization leaders

• Presentation of findings to stakeholders and effective communication between team members and departments

• Scheduling and managing timelines. Work with department managers and team members to implement a project schedule and ensure that teams meet milestones throughout the project lifecycle

Required / Desired Knowledge, Experiences, and Skills:

• 5+ years of financial management experience

• Proven track record of developing, leading, and coordinating cross-functional teams towards a common established goal

• Superb time management and organization skills. Ability to identify milestones and deliverables and ensure projects are completed on time

• Proven ability with budgeting and financial management, both to help their teams complete projects according to estimated budgets and to oversee an organization’s financial performance

Education/Certifications:

• High School Diploma or Equivalent (GED) required.

• Bachelor’s Degree in finance or related field preferred

Where you’ll be doing it.

This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 3 days a week and working from home 2 days a week.

When you’ll be doing it?

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00 am-5:00 pm). Occasional overtime may be required according to business needs.

Apply today to begin your next chapter.

Don’t meet every single requirement: At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.