Finance Director

 Our client is a growing publicly traded insurance/ financial services company. 

• Conduct the company’s monthly forecasting and annual planning process
• Prepare analysis of monthly forecasted financial results and participate in monthly forecasting meetings with Regional CEO’s and senior management
• Update and maintain detailed long-term financial model
• Prepare internal and external presentations including, among other items, quarterly Board of Directors presentation, ad hoc shareholder reporting, and monthly financial performance review
• Develop and analyze a monthly cash flow forecasting tool to be used by senior management for decision-making
• Prepare and analyze historical and projected quarterly cash flow statements
• Coordinate earnings call, co-investor call and assist in investor relations
• Work closely with Regional CFO’s and Controller organization to coordinate forecasting, budgeting and analysis of financial results

• A minimum of 7 - 10 years of experience, preferably in planning and forecasting
• BA Accounting / Finance required; CPA / MBA a plus
• Insurance Brokerage experience is strongly preferred
• Financial modeling experience and demonstrated accounting knowledge
• Financial statement analysis experience (cash flow statements, in particular)
• Budgeting and forecasting experience required
• Exceptional computer skills, specifically with Excel and PowerPoint