Director, Finance

Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.   Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make.

Reporting directly to Pie’s Deputy Chief Financial Officer, the Director, Financial Planning and Analysis (FP&A)  will play a critical role in driving the financial strategy, planning and analysis for Pie.  This role will be responsible for building strong relationships across the finance team and numerous key non-finance stakeholders.  The ideal candidate will have deep experience in the P&C insurance industry and a fundamental understanding of insurance accounting and financial modeling of GAAP and statutory insurance carrier financial statements.  This person will be able to critically analyze current and projected results with the ability to aid in executive decision making.  Additionally, this position includes overall management and development responsibilities for the FP&A team.

How You’ll Do It

Strategic Financial Planning:

• Develop and implement comprehensive financial strategies to support the company's long-term goals.
•  Lead and prepare the annual budgeting and quarterly forecasts, ensuring alignment with corporate objectives.
• Provide strategic recommendations based on financial analysis and projections.

Financial Analysis & Reporting:

• Oversee the preparation and review of financial reports, including variance analysis, trend analysis, and key performance indicators (KPIs) for management, the board of directors and investors.
• Conduct in-depth analysis of financial results, identifying opportunities for cost savings, revenue growth, and operational efficiencies.
• Ensure accurate and timely financial reporting in compliance with industry standards and regulatory and rating agency requirements.
•  Provide financial forecasting and analysis support for fundraising, reinsurance negotiations, and potential future acquisitions.
• Model maintenance and reporting on Pie equity including capital table and equity waterfall.
• Establish relationships with, and distribute reporting to Pie’s investors

Business Partnering:

•  Collaborate with business leaders to develop and monitor financial performance and KPI metrics.
• Act as a strategic partner to senior management, providing financial insights and guidance to support decision-making.
• Drive cross-functional initiatives to improve financial processes and enhance overall business performance.

Team Leadership & Development:

• Lead, mentor, and develop a high-performing FP&A team.
• Review team’s work for quality and accuracy. Provide feedback.
• Foster a culture of continuous improvement, accountability, and collaboration within the team.
• Ensure the team is equipped with the necessary tools and resources to succeed in their roles.

Transformative Mindset:

• Develop or enhance FP&A processes that are complete, timely, and accurate.
• Eye for efficiency and scalability of FP&A processes in a growing organization
• Strength in adopting new technology to aid in business objectives.
  
  

The Right Stuff

• A Bachelor’s Degree in Finance, Business, Economics, Accounting or related fields is required.  MBA or CPA preferred.
• 10+ years of experience in financial planning and analysis.
• 5+ years in a finance leadership role within the P&C insurance industry.
• In-depth knowledge of financial regulations, accounting principles, and insurance industry best practices.
• Proven track record of developing and implementing financial strategies that drive business growth and profitability.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Excellent communication and presentation skills, with the ability to influence and engage stakeholders at all levels of the organization.
• Demonstrated leadership and team-building skills, with a focus on developing and mentoring talent.
• Highly advanced modeling skills and advanced proficiency in Excel, PowerPoint; proficiency in Google Sheets and Google Slides is a plus.
• Demonstrated ability to multitask and meet deadlines within a fast-paced environment.
• Sage Intacct, Adaptive, and Workiva experience pref