Director, Expense Allocation & Legal Entity Reporting (open to remote)

Job summary

The Director leads the enterprise-wide allocation strategy to ensure transparency, accuracy, and compliance across management and legal entities. This role oversees the integration of financial and technology frameworks while partnering with stakeholders to deliver scalable allocation solutions.

Job details

You desire impactful work. You’re RGA ready RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all. The Director, Financial Reporting & Allocation Strategy leads the enterprise-wide allocation strategy, ensuring transparency, accuracy, and compliance across management and legal entities. This role drives process simplification, oversees integration of financial and technology frameworks, and partners with stakeholders to deliver clear, efficient, and scalable allocation solutions. What you will do Helps improve Enterprise Business Management (EBM) allocations and legal entity alignment to support accurate financial reporting and decision-making. Ensure seamless integration of Technology Business Management (TBM) with the consolidated Inter Unit Charge (IUC) process to deliver a unified allocation framework. Serve as the key point of contact between service providers and recipients, ensuring allocation benefits are clearly understood at office and segment levels. Partners with Global Tax to maintain up-to-date transfer pricing documentation in support of related party transactions. Maintain and continuously improve the Apptio software platform to support evolving business needs and allocation methodologies. Play a critical role in entity restructurings, ensuring allocations remain aligned from both management and legal perspectives. Lead the design, implementation, and re-engineering of allocation processes to meet changing business requirements and regulatory/tax compliance. Maintain a deep understanding of material company reorganizations to ensure proper integration with the IUC process. Champion clarity and simplicity in allocation methodologies, making them easier for stakeholders to understand and apply. Qualifications Bachelor’s degree (BA/BS) in Accounting, Finance, Tax or equivalent experience; a graduate level degree would be an asset Minimum of 8 years Finance, Accounting or Tax experience 4+ Years supervisory or management experience 3+ Years public accounting experience would be ideal 5+ Years insurance/reinsurance accounting experience would be ideal but not a requisite Experience with TBM taxonomy is a preferred asset Experience with Apptio software platform is a preferred asset Advanced Excel or BI tools Advanced knowledge of broad business practices Advanced skills in managing multiple tasks and projects simultaneously, including the ability to delegate key areas of responsibility Advanced persuasion skills when working with internal and external partners to resolve issues/problems Advanced oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received by internal and external contacts. Ability to communicate complex tax issues to senior management in a concise manner with the ability to establish credibility and decisiveness Advanced ability to investigate, analyze and solve complex problems/issues Advanced people management skills, demonstrating an ability to lead, mentor and develop associates Advanced skills in translating business needs and problems into viable and accepted solutions. Advanced ability to analyze and improve business processes Advanced ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines Advanced ability to work well within a team and foster teamwork environment Certified Public Accountant is an ideal asset #LI-HYBRID #LI-MB1 What you can expect from RGA: Gain valuable knowledge from and experience with diverse, caring colleagues around the world. Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought. Join the bright and creative minds of RGA, and experience vast, endless career potential. We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you. Compensation Range: $107,060.00 - $159,390.00 Annual Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits. RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.

What you’ll do

The Director leads the enterprise-wide allocation strategy to ensure transparency, accuracy, and compliance across management and legal entities. This role oversees the integration of financial and technology frameworks while partnering with stakeholders to deliver scalable allocation solutions.

Requirements

Candidates must have a bachelor's degree in Accounting, Finance, or Tax with at least 8 years of relevant experience. Strong proficiency in financial reporting, process improvement, and leadership is required, with preference given to those with Apptio and TBM experience.

Benefits

• Health insurance
• Retirement plan
• Annual bonus plan
• Long-term equity incentive plan

Listed skills

• Problem solving · Preferred
• Financial Reporting · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Accounting · Preferred
• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial reporting
• Expense allocation
• Transfer pricing
• Apptio
• TBM taxonomy
• Accounting
• Tax compliance
• Data analysis
• Project management
• People management
• Strategic planning
• Business process improvement
• Communication
• Problem solving
• Excel
• BI tools
• Public Accounting
• Apptio (Financial Software)
• Tax Compliance
• Decisiveness
• Transfer Pricing
• People Management
• Complex Problem Solving
• Reinsurance Accounting
• Taxonomy
• Artificial Intelligence
• Management
• Business Process
• Business Requirements
• Certified Public Accountant
• Decision Making
• Finance
• Financial Statements
• Scalability
• Innovation
• Persuasive Communication
• Reengineering
• Reinsurance
• Therapeutic Behavior Management
• Scheduling
• Return Goods Authorization Process
• Chatbot
• Delegation Skills
• Teamwork

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Director of Allocation
• Financial Reporting Manager
• Finance Managers
• Financial Managers

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