Senior Manager of Corporate Finance
Senior Manager of Corporate Finance
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers combined with attentive service from local agents. Founded in 2011 World is one of fastestgrowing insurance brokers in the U.S. with over 2800 employees in over 250 offices across North America and the United Kingdom. We specialize in personal and commercial insurance lines surety and bonding employee benefits financial and retirement services and human capital management solutions.
Overview
The Sr. Manager of Corporate Finance will be an experienced professional with a deep understanding of insurance or insurance brokerage finance is a strong financial storyteller is highly analytical can lead through influence and can work in a fastpaced Private Equitybacked environment. This is a new role.
Responsibilities
- Develop a trusted and transparent relationship with PE Sponsors to adequately respond to daytoday inquiries in a timely and professional manner.
- Manage the quarterly compliance reporting requirements of the firm ensuring all schedules are completed reviewed and are prepared in accordance with the requirements of our credit agreements
- Manage unrestricted cash analytics on a weekly basis. Be deeply invested in this critically important process
- Partner with CFO on all board meeting deliverables which requires heavy PowerPoint work and financial storytelling
- Partner with FP&A and PE Sponsors to manage the longrange plan of the firm prepare scenario and sensitivity analyses and recommend practices to ensure we achieve our longrange plan
- Maintain share price schedules on a quarterly basis and assist CHRO in preparing financial results for executive bonus plan
- Assist with Retail finance deliverables (budget forecast reporting)
- Provide analytical insights recommendations and solutions to drive operational efficiency across all of Finance and Accounting
- Identify gaps or inefficiencies in current processes recommend enhancements and automation opportunities and collaborate with Operations team on implementation
Qualifications
- Bachelors degree in accounting finance or business management. Masters degree and / or CPA a plus
- Minimum of 10 years of experience in the insurance sector in a business partnership role. Experience working in a private equitybacked firm is a plus
- Excellent financial storytelling skills using PowerPoint Power BI and other analytical tools. See the big picture
- Excellent communication and interpersonal skills having the ability to communicate effectively with a diverse range of stakeholders including senior executives investors Sponsors and other colleagues
- Strong writing and presentation skills with the ability to distill complex financial and strategic information into clear concise messaging for various stakeholders.
- Strong ability to work in a crossfunctional and matrixed environment exhibiting leadership and influential management abilities.
- High attention to detail and organizational skills.
- Proficient in Microsoft Office Suite
- Commitment to ethical business practices integrity and professionalism in all interactions.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Required Experience:
Senior Manager
Employment Type
Full-Time
