Finance Director, Strategic Investments

We are seeking a Director / Senior Director of Strategic Investments to lead and develop our dynamic team. The Corporate Planning & Analytics (CP&A) team serves as a key partner to the CEO, CFO, and the full Aon Executive Committee for all planning and analytics needs. CP&A demonstrates financial, strategic, and operational expertise and is a trusted "goto" team for executives across the company. In this role, you will set performance expectations with management and deliver timely, highquality financial insights, providing a strategic view of the business's short-, medium-, and longterm outlook.

The team is made up of highperforming individuals who meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to an Aon office and given the flexibility to work remotely.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Lead the strategic investments function, focusing on long-term business growth and sustainability
• Develop and implement investment optimization frameworks and strategies that align with the company's strategic goals
• Collaborate with senior leadership to identify and evaluate new investment opportunities
• Develop and implement insightful tracking processes that enable dynamic and insightful reporting and decision making
• Design and implement the process from investment identification, analysis, and selection of investments to execute, to tracking and reporting on the return of executed investments
• Drive excellence and standardization in preparation of documents from CFO office to Board/AEC
• Provide mentorship and guidance to the CP&A team, fostering a culture of high performance and collaboration
• Serve as a key advisor to the CEO and CFO on strategic financial matters
• Partner with business leaders on Quarterly Business Reviews. Proactively lead periodic reviews for the CFO against goals and develop action plans required to ensure execution against plans
• Work with the VP of Digital Transformation and other functional leaders. Encourage adoption of advanced data interpretation and graphical representation techniques across the finance organization.

How this opportunity is different

As a key member of the finance team, this role offers visibility across regions and collaboration with senior leadership. It's an opportunity to influence the actions that impact our firm and drive strategic initiatives at the highest level!

Skills and experience that will lead to success

• Bachelor's degree in finance, Business, Economics, or a related field; MBA or relevant advanced degree strongly preferred
• Extensive and progressive experience in corporate Finance and investment theory, strategy, and operations within sophisticated organizations
• Proven expertise in developing and implementing sophisticated analytical models and investment strategies and frameworks
• Excellent analytical, financial, and business management skills with a deep understanding of P&L and cash flow management
• Deep proficiency with data analysis and visualization platforms (e.g., Power BI, Tableau, SAP Analytics Cloud, or similar)
• Proven track record of leading cross-functional teams and running large-scale projects in a matrixed environment
• Strong business insight with the ability to translate complex data into clear, actionable recommendations
• Outstanding communication skills, capable of engaging with senior executives as well as other key collaborators across the organization. Excellent written and presentation skills, including experience in Board of Director materials preparation
• High level of integrity, critical thinking, and results orientation

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $155,000 to $215,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive [an annual discretionary bonus] [production incentives] in addition to base salary. The amount of any [bonus] [production incentives] varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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