VP & Treasurer

What You Can Expect In This Role

Provide strategic financial leadership for the development, implementation, and management of the company's financial management policies and systems, ensuring effective liquidity management, capital fundraising (operating and financial leverage), and investor relations. Manage financial risks, oversee capital structure, and act as a primary point of communication for financial matters both internally and externally.

What You'll Do In This Role

• Develop and execute strategies for the management of the company’s balance sheet and sources of capital/funding.
• Identify, assess, and mitigate financial risks associated with capital management.
• Craft and effectively manage the company’s financial “story” for both internal and external stakeholders.
• Establish and manage an investor relations function, focusing on fixed income updates and representation at industry conferences.
• Maintain open lines of communication with investors to foster strong partnerships.
• Manage relationships with rating agencies, ensuring the maintenance of high credit ratings, particularly targeting A ratings.
• Build and maintain strong relationships with stakeholders within and outside the organization, including senior staff, the board of directors and Sammons Enterprises, Inc. (SEI).
• Oversee all forms of Funding Agreement programs such as Funding Agreement-Backed Notes and Funding Agreement-Backed Repo. Monitor the market for other innovative funding agreement solutions.
• Manage the company’s Debt and Capital Markets Program, ensuring optimal capital structure and financial health. Monitor the market for other innovative capital solutions.
• Act as a representative of the company to internal stakeholders, providing financial insight to senior staff, SEI, and the board.
• Build and nurture relationships with investment banking partners.
• Collaborate with the Asset Liability Management (ALM) team to support effective liquidity management and accurate cash forecasting.
• Engage actively in Liquidity, Corporate Enterprise Risk Management (ERM), and Investment ALM committees, contributing to strategic decision-making.
• Collaborate with the investment management team within Sammons Financial Group Asset Management to manage spread lending programs, including securities lending and Federal Home Loan Bank (FHLB).
• Facilitate multi-team efforts across capital, investment management, and corporate development to structure both financial and non-financial reinsurance transactions.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule (MAR) and Record Information Management (RIM).
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.
  
  

What We're Looking For

• Bachelor's Degree in Finance or Accounting Preferred
• Master's Degree Business Administration Preferred
• Minimum 15 years' experience in the life insurance industry Preferred
• Minimum 15 years' leadership experience at a corporate or operating unit level Preferred
• Extensive experience in developing and implementing planning, reporting and forecasting process and methodologies Preferred
• Experience/familiarity with financial management of insurance companies Preferred
• In depth understanding of life insurance operations and functions
• Proven financial planning experience in a complex financial services environment
• Strong talent attraction, development and leadership experience
• Strong negotiation and partnership skills, across all levels of management, with ability to influence and challenge decisions and processes
• Proven ability to work in fast-paced, detailed, and deadline-oriented environment by balancing multiple priorities and resources simultaneously
• Ability to frame issues, options and solutions using financial data for business decision-making
• Sophisticated understanding of insurance product economics and the business activities that affect their financial performance.
• Extensive quantitative and qualitative analytical and problem solving skills
• Excellent project management skills
• Ability to operate with strong conceptual thinking rather than strictly in a 'rules' framework
• Speak candidly and with respect; be authentic and genuine and willing to accept problems
• Transparent leader and manager
• Make pragmatic and timely decisions; deal with tough issues fairly; take intelligent and prudent risks
• Act as a role model; treat people with respect; put the interests of the organization above self
• Strong technical foundation, with ability to effectively communicate complex concepts to non-technical audiences
• Collaborative team player
• Excellent business judgment and unwavering integrity
• Ability to work effectively in a multi-company/multi-site environment
• Demonstrated ability to develop and deliver presentations
• Excellent professional written and verbal communication and interpersonal skills
• CFA Preferred
• CPA Preferred
• 30% Travel involves attending conferences or meeting with investors, bankers, etc.
  
  

Other Requirements

• A credit and criminal background check is required
  
  

What you can expect when you join Sammons Financial Group

• Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
  
  

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)