Job Description (Hybrid):
In this role you will be reporting directly to the VP, CFO to support and interface with corporate and Business leaders on financial needs. For the CFO, you will develop the annual financial plan and monthly forecasts, analyze relevant KPIs, and monitor key initiatives in the business. For the Chief Agency Officer, you will develop and maintain the analytical tools used by the sales organization to run the business on a daily, weekly, and monthly basis.
This includes the creation of qualitative and quantitative analyses that provide critical insights enabling leaders to make data-driven decisions. Define, design, and build financial models, reports, and presentations to support internal planning and budgeting as well as to support external reporting. Understand key metrics and leverage financial information to deliver required financial targets. Must demonstrate strong analytical and critical thinking skills, a strategically oriented thought process, exceptional communication skills and must conduct themselves with the utmost professionalism.
Work with leaders both within finance and the organization to support goals. Lead the development of financial disciplines, modeling, and analysis including planning, and data requirements, drive processes, and develop efficiency tools. Drives decision-making and recommended outcomes to improve financial performance. Develop staff/talent in the finance organization.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
- Drives strategic objectives within the team and responsible for maintaining the periodic goals to meet the year end objectives
- Drives the
- Develop and provide leadership in budget, forecasting, and reporting processes for the corporate functions and business teams
- Manage and monitor Income Statements and consolidations for supported businesses and corporate functions. Drive actionable information and advice to corporate and business teams. Evaluate financial outcomes of various decision alternatives; provide management with information on potential decision impacts along with recommended options and action plans. Advise on key business planning assumptions, identify, and quantify risks and/or opportunities
- Translate content needed for senior level presentations; ensure content provided meets requirements; assist in preparation of presentations for senior management
- Provide analysis, insight, and decision support recommendations to the business with emphasis being placed on the ability to continuously seek out and discover root cause relationships and conclusions that are not always intuitive, obvious or have a precedent.
- Move forward projects/improvements that need leadership and support. Seek out ways to continuously improve operations/processes.
- Support management roll forward reporting/management operating report process
- Oversee close review for corporate functions and business consolidations
- Understands management reporting requirements from financial/functional reporting teams and translates business needs into actionable items for businesses and corporate functions; acts as mentor and partner as needed. Increase transparency of business and corporate function financials.
- Lead the development and analysis of financial models that drive strategic insights and help address diverse business problems.
- Assist in the evaluation of our business strategy and initiatives relative to our broader business and corporate strategies.
- Provide more hands on/ day to day support for analysts.
- Recruit, develop and retain talent.
MINIMUM JOB REQUIREMENTS:
- 8+ years of related experience
- Demonstrated proficiency of leadership skills with 4+ years’ direct people leadership accountability experience; 8+ years of experience in a finance role with analysis experience or equivalent combination of experience.
- Strong experience using MS Office software (Excel, PowerPoint, Word, Access) and knowledge of capabilities of applications.
- Advanced Tableau and Excel skills
- Intermediate skills in Snowflake, Salesforce and SQL
- Experience working in a Data Warehouse Environment
- Prefer experience with Workday and Adaptive
- Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline. MBA a plus.
- Strong verbal and written communication skills.
- Insurance experience a plus but not required.
________________________________________________________________
REQUIRED JOB SKILLS:
- Demonstrate effective financial, strategic, and executive leadership. She or he will appreciate the rigorous, analytical requirements of a public company, and have the ability to build the requisite infrastructure to support those needs within the business.
- Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment
- Strong financial analysis/modeling skills
- Strong understanding of planning and budgeting process.
- Ability to plan, organizes, and prioritizes work and handles multiple projects and deadlines in a complex business environment.
- Ability to self-manage progress and deliverables with a high degree of accountability and urgency
- Ability to work at strategic, operational and tactical levels.
- Exceptional verbal and written communication skills with the ability to present complex analysis and recommendations clearly. Ability to change message based on target audience.
- Developing executive presence and ability to foster trusting relationships and influence others.
- Eagerness to tackle ambiguous problems
- Experience partnering with colleagues across an organization as well as an ability to work in a collaborative and team-oriented culture
- Strong skills in Microsoft Excel, Word, and PowerPoint. Tableau and Workday G/L and Adaptive experience a plus but not required.
- Strong knowledge of financial statements (income statements, balance sheets and cash flows).
CANDIDATE PROFILE:
- Highly motivated and natural self-starter, independent thinker, great planner, and team player
- Structured in thinking process and strong problem-solving skills, the ability to break down complex problems and find solutions
- Ability to cope with uncertainty, learn fast, motivated by new and complex challenges
- Manage information in a visually appealing and easy to understand method
- Drive results across a team of dynamic communicators and professionals
- Ability to quickly absorb complex issues, ensure alignment across cross-functional teams
- Possesses a continuous improvement mindset
COMPETENCIES NEEDED:
- Financial Acumen – interpreting and applying understanding of key financial indicators to make better business decisions
- Decision Quality – making good and timely decisions that keep the organization moving forward
- Resourcefulness – securing and deploying resources effectively and efficiently
- Ensures Accountability – holding self and others accountable to meet commitments
- Builds Effective Teams – Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals
- Collaborates – building partnerships and working collaboratively with others to meet shared objectives
- Manages Ambiguity – operating effectively, even when things are not certain or the way forward is not clear