This role is responsible for delivery of all aspects of financial planning, budgeting, & forecasting. The role with also provide support & analysis on key external relationships with investors, rating agencies, and banks.
Lead all aspects of financial planning process (budgeting, forecasting, and other strategic analysis) which includes clear communication of timelines and guidance to business partners.
Create and maintain the financial planning and forecasting model for all revenue and expense drivers as well as company key performance indicators.
Take charge of the P&L to drive understanding, transparency and improvement in reporting and projections.
Analyze, forecast, and track headcount activity, capital expenditures, and operating expenditures.
Prepare monthly G&A expense reports which include detailed analytics and dashboards providing ongoing results analysis vs. current and prior years as well as future outlooks.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Prepare risk-based capital models for AM Best BCAR, RBC, and NAIC to support capital projections.
Prepare monthly and/or quarterly presentations to the Board of Directors and Senior Management Team.
Ensures compliance with quarterly and annual regulatory filings; ex: Management Discussion & Analysis (MD&A).
Ensure financial covenant compliance reporting as required on debt terms.
Ensure financial integrity of results through the understanding of financial processes and controls; recommending areas for improvement and implementing process standardization.
Provide support on key external relationships, e.g. investors, rating agencies and banks.
Conduct ad-hoc planning and analysis to support the department and senior management.
Bachelor’s Degree in Accounting or Finance; MBA highly preferred
10+ years’ experience in an FP&A role
P&C insurance experience required
Advanced Microsoft Excel and Power Point skills
Excellent verbal and written communication skills
Ability to think creatively, highly-driven and self-motivated