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Finance Director, Strategic Investments

Job in New York, New York County, New York, 10261, USA
Listing for: AON
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Manager, CFO, Corporate Finance
  • Management
    Financial Manager, CFO
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Location: New York

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 “go‑to” team for executives across the company.

In this role, you will set performance expectations with management and deliver timely, high‑quality financial insights, providing a strategic view of the business’s short-, medium-, and long‑term outlook.

The team is made up of high‑performing 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 execution, 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 thermore, all colleagues enjoy two “Global Wellbeing…

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