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21 Jul 2023

Full-Time Senior Director, Financial Services Vertical Strategy

Andrew.lee@TransUnion.com – Posted by Andrew.lee@TransUnion.com Chicago, Illinois, United States

Job Description

What We’ll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring innovative technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Be a part of our team – you will collaborate with great people, pioneering products, and cutting-edge technology.

What You’ll Bring:

  • Bachelor’s degree in finance, accounting, mathematics, engineering or one of the hard sciences
  • Master’s degree, preferably an M.B.A.
  • Five or more years of experience in management consulting, strategic planning, or corporate strategy
  • Experience in financial services industry, working with and presenting to senior-level managers and executives and leading and managing teams globally
  • Ability and willingness to travel 20% of the time for client meetings and industry conferences
  • Strong quantitative and problem-solving skills, interpersonal skills and an ability to work collaboratively with cross-functional teams
  • Solid organizational skills and a high degree of comfort managing multiple projects
  • Proven track record for completing projects on time and as expected.
  • Driven by intellectual curiosity and independent thinking
  • Desire for continuous improvement; ability to lead by doing with a positive “can do” attitude

Impact You’ll Make:

The Senior Director, Vertical Strategy, Financial Services, will work with the Head of Financial Services to

define and execute the strategy for the Financial Services vertical, ensuring alignment with the broader

TransUnion and U.S. Markets strategies, as well as specific market strategies and market development

efforts for the lines of business within Financial Services. The Senior Director of Vertical Strategy will be responsible for:

  • Preparing the strategy and three-year operating plan for the vertical, and ensuring alignment of strategy and planning with the lines of business
  • Directing go-to-market efforts for the vertical and coordinating those efforts with the lines of business, as well as with sales, solutions, and other TransUnion matrix partners
  • Overseeing monthly reporting and forecasting efforts with finance, solutions, sales, and other TransUnion matrix partners
  • Prioritizing investment in new capabilities, assets, and solutions across the vertical
  • Completing strategic and operational reviews of industries, functions and product categories that affect the Financial Services vertical

How You Will Contribute:


  • Lead efforts across the vertical, lines of business (and with matrix partners) to gather and synthesize market and competitive intelligence to inform the vertical strategy
  • Develop the strategy and three-year operating plan for the Financial Services vertical
  • Lead M&A due diligence on behalf of Financial Services, including financial modeling


  • Coordinate and oversee the development of the strategies and three-year operating plans for the lines of business within Financial Services
  • Prepare the annual financial plan and interim financial forecasts with finance, solutions, and the lines of business
  • Support the prioritization of investments in new capabilities, assets, and solutions across Financial Services
  • Coordinate go-to-market efforts for the vertical and across the lines of business, working with marketing, solutions, sales, and vertical market development teams


  • Lead a team of analysts, based in India, who support the Financial Services vertical and support continued growth in developing additional capabilities within this team
  • Ensure timely completion of initiatives and milestones in the vertical and lines of business three-year plans and strategic initiatives
  • Gather and report information to support and interpret financial and operational results for the vertical and lines of business
  • Prepare customer presentations and support material for Financial Services vertical customer meetings


TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, tuition reimbursement, additional (following any short-term disability) 10 weeks of parental leave with gradual return, adoption assistance, fertility coverage, spousal and domestic partner benefits, charity gift matching, employee stock purchase plan, retirement contributions with employer match, organizational growth potential through our online learning platform with guided career tracks, and access to TransUnion’s Employee Resource Groups.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

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How to Apply

Please apply here.

Job Types: Full-Time. Job Tags: #finance, sales, and solutions. Salaries: Not Disclosed.

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