Senior Director, Finance

Responsible for all domestic and international business controlling functions including business planning and navigation, forecasting, budgeting, financial and market analysis, and M&A support. Accountable for all Underwriting responsibilities. Work in conjunction with the leadership on developing financial strategies, management reporting, and analytics for the company.

Primary responsibility to develop, implement, execute, and monitors business controller policies, procedures, and controls

Produces actionable management information and analysis issuing periodic financial and operating reports, interpreting operating results, and ensuring specificity in accordance with appropriate accounting standards

Manage the preparation of financial forecasts, including projected revenue, expenses, net income, cash, and borrowing. 

Recommend benchmarks for measuring the financial and operating performance of locations and departments

Prepare financial analysis of Company's corporate and by business segment

Monitor and analyze monthly operating results against the budget

Lead the management and preparation of finance committee financial packets, financial reviews, and annual/5 yr plan reviews

Identify and ensure implementation of financial improvements to achieve revenue and profit targets

Recommend proper allocation of assets and resources to maximize productivity and profitability, and provide valuable analysis and insight to guide decision-making that supports the Company’s key objectives

Directly oversee the development and issuance of rating factors and policies for the achievement of underwriting profitability to support overall financial stability.

Communicate directly with Executive-level contacts at existing and prospective clients, brokers, and strategic partners to aid in the negotiation of proper rating as well as providing clarification for rating methodology, factors, and impacts used.

Assist the Product team in developing new and innovative products and offerings that will aid in the attainment of the company’s profitability targets.

Research, develop, and write underwriting policies and procedures; Interpret and communicate established department policies.

Collaborate with business leaders on evaluating existing financial systems and current processes, and recommending modifications and implementation of systems and processes more advantageous to the Company’s strategic financial goals

Assures compliance with federal, state, local, and corporate policies, regulations, and laws

Design, establish, and maintain an organizational structure and staffing to effectively accomplish the department’s goals and objectives

Establish good working relationships across Company functions and business units

Develop, mentor, and grow personnel within the organization

Monitor performance of direct reports; provide prompt and objective coaching and counseling; conduct performance reviews and recommend salary increases

Participate in the hiring and interviewing process for open positions within the unit ensuring that the most qualified candidates are selected. 

Assure effective communications are maintained within the unit and externally.  Where appropriate, inform employees as to plans and progress; conduct employee discussion sessions at regular intervals

Participate in a wide variety of special projects at the Corporate or LOB level, as needed

Coordinate with other units/departments to facilitate special requests, resolve workflow or production issues

Perform all other duties as assigned

Job Specifications

Typically has the following skills or abilities:

Bachelor’s degree in a related field or equivalent experience; Minimum of 3 additional years of experience related to functional area

Minimum of 6 years of management experience with responsibilities for hiring, training, assigning work, and managing the performance of direct reports

Extensive experience developing and analyzing underwriting strategies or equivalent financial or statistical analysis experience

Mergers and Acquisition analysis and integration experience
 

Proven leadership and negotiating skills

Ability to delegate work responsibility with strong interpersonal skills
 

Problem-solving and strategizing capabilities
 

Progressive experience leading teams and managing projects
 

Demonstrated ability to build relationships and communicate with peers, subordinates and executive management

Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principl