Description
The Finance Business Partner for R&B Business Technology reports to the Head of Strategic Finance for Risk & Broking (R&B) and plays a critical role in supporting both the R&B Finance and Executive Leadership teams. This role provides strategic, financial, and analytical insight to help shape and execute the short- and long-term goals of the Business Technology function and will be instrumental in shaping strategy and strategic plans, supporting execution of key initiatives and tracking performance and success metrics
Acting as a strategic partner to the Global Head of Strategy and Operations, Risk and Broking and Head of Business Technology for R&B Globally, you’ll manage financial reporting, governance, and strategic oversight of R&B technology programs. Your focus will be on driving optimal outcomes, maximizing return on technology investments, and delivering forward-looking insights to support actionable decision‑making.
The Role
Financial management
- Program and finance lead on strategic initiatives that impact R&B globally such as portfolio optimization and rationalization, investment opportunities, as well as operational improvement initiatives.
- Manage and deliver the overall CRB Technology budget and actuals reporting cycle.
- Work with Strategic Program and BAU budget holders to deliver the plan and achieve financial targets.
- Work with Technology partners and across Finance on issue identification, resolution, and escalation.
- Identify areas for process improvement and Centre of Excellence ownership to reduce the level of month‑end activity.
- Work closely with finance colleagues across the organization and technology budget owners.
Financial forecasting, budget tracking and reporting
- Preparation and submission of budgets with Technology and Finance approval.
- Coordination of reporting compared to budget and forecast, ability to proactively work with different parties to resolve discrepancies.
- Monthly and quarterly actuals delivery includes month‑end close, analysis and reporting to a high level of accuracy within deadlines.
- Responsible to ensure FTE and contractor related spend is reconciled, tracked and reported correctly.
- Manage balance sheet (accruals, deferrals and technology assets) and ensure the correct accounting treatment is in place including asset capitalization and depreciation.
- Identify areas of value creation and cost efficiency in addition to process improvement.
- Support development of the reporting products as WTW Finance continues to evolve
- Other ad hoc activities as required.
Finance governance
- Support Finance and Technology on reporting and sign‑off and sign‑off requirements.
- Support with R&B Technology reporting to the WTW Investment Committee
- Complete quarterly SOX certificates CIP balances for CRB programs
Qualifications
The Requirements:
- Strong Accounting or FP&A background with strong, proven experience and ability to apply USGAAP within the business context.
- Financial and Business acumen as evidenced by having roles with progressively broader financial responsibilities
- Ability to build and maintain relationships across all levels of the organization and with outside personnel; diplomacy, leadership, and confidence are important
- Excellent oral and written communication skills with the ability to convey financial messages to senior leadership in a succinct and credible manner
- Must be a hands‑on, self‑starter with the ability to handle shifting priorities in a fast‑paced environment
- Must be able to work within a matrix organization to collaborate with others across segments and geographies
- Experience of large‑scale projects; preferably at the international level, working with external partners.
- A self‑starter, someone who can work independently and navigate a large organization to resolve issues.
- Demonstrated ability to think critically and analytically
- Willingness to learn and develop in a dynamic and highly focused environment.
- Excellent analytical skills with ability to recognize incorrect or inconsistent numbers/reports before they spread any wider and create reputational risk.
- Possess excellent IT / Excel skills and work with advanced models and presentations.
Equal Opportunity Employer:
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a” hybrid” style, with a mix of remote, in‑person and in‑office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one‑size‑fits‑all solution.
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.
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