Director of Finance
Director of Finance
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Job Description
Who We Are.
At We Insure Group we are passionate driven and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each clients unique needs ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states we support our agency owners customers and carrier partners by enabling faster service greater efficiency better choices and improved results.
What sets us apart Were data-driven for better value and people led for better service. Our purpose is rooted in clarity guidance and long-term trust helping individuals and business owners make informed choices about their insurance coverage. Were building something meaningful and looking for purpose-driven individuals to help lead the way.
Key Responsibilities
Financial Management & Reporting (40% of time)
- Oversee all accounting operations and ensure the integrity of financial records.
- Direct the monthly and annual close process producing financial statements in accordance with GAAP
- Manage general ledger revenue recognition accounts payable/receivable payroll accounting and tax compliance.
- Implement and monitor internal controls to safeguard assets and support clean audits.
- Prepare timely management reports and variance analyses explaining financial results.
Process Improvement & Operations (20%)
- Evaluate and optimize all finance processes with an initial focus on accelerating the monthly close and enhancing commission reconciliation accuracy.
- Identify opportunities to automate manual tasks (e.g. account reconciliations data entry).
- Standardize workflows and documentation create/update SOPs for key activities (close checklists commission processing expense approvals).
- Ensure back-office processes (billing collections payables) are efficient well-documented and scalable for growth.
- Partner with IT as needed to implement new systems or upgrades (e.g. evaluate if a new commission management system is warranted).
- Drive cost savings and efficiencies without sacrificing accuracy.
Financial Planning and Business Partnership (20%)
- Serve as partner to EVP of Strategy and the leadership team translating financial results into actionable recommendations for business improvements.
- Coordinate the annual budget process financial forecasts and long-term plans.
- Provide insightful analysis of financial trends segment unit economics and profitability drivers to support decision making
- Participate in strategic projects (such as evaluating new business lines geographic expansion or M&A opportunities) by supplying financial due diligence.
- Advise on optimizing revenue streams and expense management; help drive initiatives to improve operating leverage.
- Act as a finance liaison to Sales Marketing Customer Experience and Technology Carrier Relations and Human Resources - translating financial impacts into operational language.
Leadership & People Development (20%)
- Lead and mentor a finance team that includes accounting FP&A and commission operations staff
- Provide clear direction set goals and foster a culture of accountability and continuous improvement.
- Develop team members through coaching training and performance evaluations. Coordinate work across on-site and virtual team members ensuring effective communication and quality control.
Qualifications
- Education: Bachelors degree in Accounting Finance or related field.
- Experience:8 years of progressive experience in accounting and finance roles including at least 3 years in a supervisory/managerial capacity.
- Strong background in corporate accounting (month-end close financial reporting) is required.
- Experience in a mid-sized company environment (e.g. $20M$100M revenue range) or in a division of a larger company is preferred.
Technical Skills:
- Deep knowledge of GAAP and financial reporting standards; able to prepare and review financial statements.
- Hands-on experience with general ledger systems and financial reporting tools.
- Advanced Excel skills for financial analysis and modeling.
- Exposure to budgeting/forecasting processes and use of FP&A tools or software.
- Must be comfortable working with transactional data and performing detailed reconciliations when needed.
Leadership Skills:
- Proven ability to lead and develop a team set priorities and drive results.
- Excellent communication skills with an ability to explain financial concepts to non-financial colleagues clearly and to present to executive leadership.
- Experience managing or coordinating work with outsourced or off-shore teams is a plus (the role involves overseeing remote support staff).
Process Orientation:
- A track record of process improvement in finance for example implemented a new system or improved a workflow that resulted in faster close or increased accuracy.
- Ability to design and enforce internal controls and maintain high ethical standards.
- Exceptionally organized with strong project management skills to handle multiple priorities and deadlines.
Preferred
- Certification: CPA strongly preferred. Active license or significant public accounting/audit experience
- Industry: Experience in the insurance industry of financial services is highly advantageous. Understanding of insurance agency operations commission structures.
- Systems: proficiency with ERP accounting software (NetSuite) and financial planning software (Adaptive Insights) or business intelligence tools is a plus. Familiarity with close management tools (FloQast) is a plus. Comfort with using agency management systems (Applied Epic) related to commission tracking will be useful.
Our Values. The We Way.
At We Insure Group our values shape how we work how we lead and how we growtogether. Theyre more than just wordsthey guide every interaction every decision and every customer experience.
We Way Reflects Our Commitment to.
We personalize protection at a price you can trust
We hustle to find opportunity
We care authentically
We thrive in ambiguity
We own our results
We have fun along the way
Andwere just getting started
Our Total Rewards.
Medical Dental Vision Life Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days PTO Days 12 Paid Holidays Two Paid Days for Volunteer Service Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
This position is not able to be performed in California Colorado New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please contact our HR department at We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Base Salary Range:
$122000-$152500Required Experience:
Director
Employment Type
Full-Time
