Senior Vice President (SVP) Finance – Insurance & Investments

TheHiveCareers · San juan, United States

About The Role

The Senior Vice President (SVP) Finance is a senior executive responsible for leading financial strategy, performance management, planning, reporting, controls, and commercial finance across the Group's insurance, investment, asset management, and related financial services businesses.

Key Responsibilities

• Lead Group/business-unit financial strategy, planning, budgeting, forecasting, and performance management.
• Oversee financial reporting, management accounts, financial analysis, and executive reporting.
• Drive FP&A and commercial finance, translating financial data into strategic business decisions.
• Monitor revenue, profitability, expenses, margins, cash flow, and return on capital across the portfolio.
• Provide financial leadership across insurance operations, including premium income, claims, reserves, reinsurance, underwriting performance, and profitability.
• Oversee financial aspects of investment and asset management operations, including portfolio reporting, valuation, investment income, expenses, and performance analysis.
• Support capital planning, solvency, liquidity, balance-sheet optimization, and capital allocation.
• Lead treasury planning and monitor liquidity, funding requirements, and cash management.
• Strengthen financial governance, internal controls, policies, processes, and risk-management frameworks.
• Ensure timely and accurate statutory, regulatory, and management reporting.
• Partner with Risk, Compliance, Actuarial, Investment, Treasury, Audit, and Legal functions on financial and regulatory matters.
• Provide financial due diligence, modelling, valuation, and strategic analysis for M&A, JVs, acquisitions, investments, and expansion initiatives.
• Identify and execute opportunities for cost optimization and operational efficiency.
• Lead finance transformation, automation, ERP implementation, analytics, and management-information initiatives.
• Develop and maintain strong relationships with auditors, regulators, investors, lenders, and other external stakeholders.
• Lead, coach, and develop senior finance professionals and build a high-performing finance organization.
• Support the Group CFO and CEO with Board presentations, strategic reviews, capital decisions, and long-term value creation.

Key Performance Indicators (KPIs)

• Group revenue and earnings growth
• EBITDA / operating profit performance
• ROE / ROIC and return on capital
• Budget and forecast accuracy
• Cost-to-income and expense efficiency
• Insurance underwriting profitability
• Investment portfolio financial performance
• Capital adequacy and solvency
• Liquidity and treasury efficiency
• Financial reporting quality and timeliness
• Regulatory and statutory compliance
• Internal-control and audit performance
• Finance transformation and automation
• Successful M&A / investment execution
• Shareholder and enterprise value creation

Candidate Profile

• 15-20+ years of progressive finance experience, preferably in insurance, investment management, asset management, banking, reinsurance, pensions, or broader financial services.
• Significant experience in senior or enterprise-level finance leadership within a complex or multi-entity organization.
• Previous experience as SVP Finance, Senior Vice President Finance, Finance Director, Group Finance Director, Deputy CFO, VP Finance, Head of Finance, or equivalent.
• Strong expertise in financial strategy, FP&A, reporting, accounting, capital management, treasury, and financial controls.
• Strong understanding of insurance and/or investment finance, including regulatory and statutory requirements.
• Demonstrated experience supporting strategic transactions, M&A, capital raising, investments, or business expansion.
• Experience partnering with CEOs, CFOs, Boards, regulators, investors, and senior executives.
• Proven ability to lead large, geographically dispersed, and high-performing finance teams.

Education & Professional Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business, or related discipline.
• Professional qualification such as CA, ACCA, CPA, CMA, CFA, or equivalent strongly preferred.
• Additional qualifications in insurance, investments, risk, or financial management are advantageous.

Core Competencies

• Financial Strategy | FP&A | Group Reporting | Commercial Finance | Insurance Finance | Investment Finance | Capital Management | Treasury | Solvency | Financial Controls | Regulatory Reporting | M&A | Financial Modelling | Risk Management | Cost Optimization | Finance Transformation | Executive Leadership

Leadership Characteristics

• Strategic and commercially focused
• Strong financial and business judgment
• High integrity and governance orientation
• Exceptional analytical and decision-making ability
• Strong executive presence and communication
• Results-oriented and accountable
• Collaborative and influential across functions
• Strong people-development and succession-planning capability
• Comfortable operating in complex, regulated, and rapidly changing environments