Director of Finance
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Job Location:
Spring, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
About the job
Director of Finance - NavSav Insurance
Location: Houston TX (Must be willing to relocate)
Reports To: Chief Financial Officer
Company Overview:
NavSav Insurance is a rapidly growing family-founded retail insurance agency platform headquartered in Beaumont Texas. Since its founding in 2012 NavSav has completed more than 85 acquisitions and now operates across 16 states with approximately 300 employees and 95000 customers. Ranked among the 50 largest property & casualty agencies in the U.S. NavSav offers a full suite of personal commercial life and health insurance products. The companys entrepreneurial culture technology investments and strong financial foundation have positioned it for continued expansion through both organic growth and strategic M&A.
Position Summary:
The Director of Finance will serve as a strategic partner to the CFO and executive team leading financial planning budgeting forecasting and performance analysis across the organization. This individual will play a pivotal role in scaling the finance function to support NavSavs rapid growth and acquisition activity. The ideal candidate combines strong analytical and technical skills with strategic insight operational discipline and a passion for building scalable processes in a dynamic high-growth environment.
Key Responsibilities:
Lead financial planning and analysis activities including annual budgeting monthly and quarterly forecasting and long-term strategic planning across all business units.
Manage the monthly and quarterly financial review processes providing timely and actionable analysis to senior leadership.
Deliver accurate and insightful variance analysis trend reporting and recommendations to improve financial performance and operational efficiency.
Partner with the CFO and business leaders to assess acquisition opportunities perform financial modeling and due diligence and support post-acquisition integration and tracking.
Prepare and present financial reports and dashboards for executive management investors and banking partners including monthly results quarterly reviews and annual strategic plans.
Develop a deep understanding of business drivers identifying risks and opportunities while translating financial data into business insights.
Drive automation and standardization across financial processes enhancing system utilization (NetSuite Datarails Power BI etc.) to improve accuracy and efficiency.
Collaborate with cross-functional teams (Accounting Operations M&A HR and Technology) to ensure alignment between financial plans and strategic objectives.
Support the CFO with presentations bank reporting packages and board-level materials.
Build and mentor a growing finance team while fostering a culture of accountability accuracy and collaboration.
Qualifications:
Bachelors degree in Finance Accounting Economics or a related field; MBA or CPA preferred.
7-10 years of progressive experience in finance strategic planning or corporate development.
Experience in insurance financial services or multi-entity operations strongly preferred.
Proven ability to design and scale finance processes in a fast-paced acquisitive organization.
Strong technical expertise with ERP and FP&A tools (e.g. NetSuite Datarails Power BI) and advanced Excel skills (PowerPivot VBA).
Excellent communication and presentation skills with the ability to convey complex financial insights to non-financial stakeholders.
Highly analytical and business-minded capable of balancing strategic vision with hands-on execution.
Self-starter with exceptional organizational skills and a track record of managing multiple priorities under tight deadlines.
Personal Characteristics:
Strategic and analytical - Understands both the details and the bigger financial picture that drives business growth.
Entrepreneurial mindset - Thrives in a fast-moving high-change environment and brings creative solutions to complex problems.
Collaborative leader - Builds trust and strong partnerships across functions; mentors with empathy and clarity.
Results-driven - Focused on outcomes continuous improvement and value creation.
Hands-on and proactive - Willing to roll up sleeves to implement and optimize processes.
Benefits
Medical Insurance
Dental and Vision Insurance
Supplemental Insurance
Paid Time Off (starts accruing immediately)
401k up to 4% employer match
Paid Holiday
Required Experience:
Director
Key Skills
- Crisis Management
- Marketing
- Public Relations
- Fundraising
- Media Relations
- Constant Contact
- Strategic Planning
- Social Media Management
- Team Management
- Public Speaking
- Wordpress
- Writing Skills
About Company
NavSav - Annandale Formally known as LAM is a full-service insurance agency located in Annandale, VA, providing home, auto, life, health and commercial insurance services. Get a free quote today!
