Finance Director
Dennery - Saint Lucia
Job Summary
Position: Finance Director
About the Role
We are seeking an experienced and commercially focused Finance Director to lead the financial management and performance of the organizations insurance and investment businesses.
The Finance Director will oversee financial reporting FP&A budgeting forecasting management accounting regulatory reporting treasury financial controls investment accounting and performance analysis.
Working closely with the CFO CEO Investment Actuarial Risk and Business leadership teams the Finance Director will provide accurate financial insight and ensure strong financial governance across the organization.
Key Responsibilities
1. Financial Leadership
Lead the day-to-day finance function and ensure effective financial management.
Translate business objectives into financial plans and performance targets.
Provide financial analysis and recommendations to the CFO and senior leadership.
Establish strong financial discipline across business units.
Support strategic planning and business decision-making.
2. Financial Planning & Analysis
Lead annual budgeting forecasting and long-term financial planning.
Monitor actual performance against budgets and forecasts.
Develop financial models scenario analysis and management reports.
Identify trends variances risks and opportunities.
Provide actionable insights to improve profitability and efficiency.
3. Financial Reporting
Oversee monthly quarterly and annual financial reporting.
Ensure accurate management accounts and consolidated financial statements.
Coordinate statutory reporting and financial disclosures.
Ensure reporting is delivered accurately and within required deadlines.
Maintain appropriate accounting policies and procedures.
4. Insurance Finance
Oversee financial reporting and analysis across insurance operations.
Monitor premiums claims reserves commissions expenses and underwriting performance.
Analyze loss ratios expense ratios combined ratios and underwriting margins.
Work closely with Actuarial Underwriting Claims and Risk teams.
Support financial analysis of insurance products and portfolios.
5. Investment Finance & Accounting
Oversee accounting and financial reporting for investment portfolios.
Monitor investment income realized/unrealized gains and losses and portfolio performance.
Work with the CIO and investment teams on financial analysis and reporting.
Support investment valuation performance measurement and portfolio reporting.
Ensure investment accounting and reporting comply with applicable standards and regulations.
6. Treasury & Cash Management
Monitor cash flows liquidity banking relationships and funding requirements.
Maintain appropriate liquidity for operating and insurance obligations.
Support treasury strategies and cash optimization.
Monitor interest-rate foreign-exchange and liquidity exposures.
Ensure appropriate treasury controls and reporting.
7. Capital & Solvency Support
Support the CFO in capital planning and balance-sheet management.
Monitor capital adequacy solvency liquidity and leverage metrics.
Provide financial analysis for capital-allocation decisions.
Support stress testing and financial scenario analysis.
Work with Risk and Actuarial teams on capital and solvency assessments.
8. Regulatory Compliance
Ensure timely and accurate financial and regulatory submissions.
Maintain compliance with applicable accounting insurance tax and financial regulations.
Coordinate with regulators auditors tax advisers and external consultants.
Maintain strong financial controls and documentation.
9. Internal Controls & Risk
Maintain effective financial-control frameworks.
Identify and mitigate financial reporting and operational finance risks.
Strengthen accounting policies procedures and approval controls.
Support internal and external audit processes.
Ensure appropriate segregation of duties and financial governance.
10. Performance Management
Develop financial KPIs and performance dashboards.
Monitor business-unit profitability and cost efficiency.
Analyze revenue expenses investment returns and operating performance.
Partner with business leaders to identify opportunities for improvement.
Drive financial accountability across departments.
11. Finance Transformation
Improve finance systems processes reporting and data quality.
Support ERP and financial-system enhancements.
Drive automation of reporting and finance processes.
Improve management information and real-time financial visibility.
Promote data-driven financial decision-making.
12. Team Leadership
Lead and develop finance accounting FP&A reporting and treasury professionals.
Establish clear objectives and performance standards.
Develop finance talent and succession plans.
Promote a culture of accuracy accountability integrity and commercial partnership.
Key Performance Indicators
Budget and forecast accuracy
Financial reporting accuracy and timeliness
Profitability and expense performance
Cash flow and liquidity
Investment income and portfolio reporting
Insurance underwriting performance
Capital and solvency metrics
Regulatory compliance
Audit outcomes
Financial-control effectiveness
Finance-function efficiency
Management reporting quality
Candidate Profile
Essential Experience
1015 years of progressive finance experience including significant management responsibility.
Previous experience as Finance Director Financial Controller Head of Finance Deputy CFO Senior Finance Manager or equivalent.
Strong experience in insurance investment management asset management banking pensions financial services or another regulated financial institution.
Strong knowledge of financial reporting FP&A budgeting forecasting treasury and financial controls.
Experience working with senior executives auditors regulators actuarial teams investment professionals and external advisers.
Proven experience leading and developing finance teams.
Preferred Experience
Experience covering both insurance and investment/asset-management operations.
Exposure to life insurance general insurance reinsurance pensions or institutional investment.
Experience with investment accounting and portfolio reporting.
Knowledge of capital solvency ALM and regulatory finance requirements.
Experience managing finance across multiple subsidiaries or jurisdictions.
Experience with finance transformation ERP implementation or reporting automation.
Education & Professional Qualifications
Bachelors degree in Accounting Finance Economics Business Administration or related discipline.
CA ACCA CPA CMA CFA or equivalent professional qualification strongly preferred.
MBA or Masters degree is an advantage.
Core Competencies
Financial Management
FP&A
Financial Reporting
Management Accounting
Insurance Finance
Investment Accounting
Budgeting & Forecasting
Treasury & Liquidity
Capital & Solvency
Regulatory Reporting
Financial Controls
Risk Management
Financial Analysis
Performance Management
Finance Transformation
Team Leadership
Leadership Characteristics
The successful candidate will be:
Commercially minded and financially rigorous
Highly analytical and detail-oriented
Strong in financial reporting and performance management
Comfortable working in regulated environments
Able to communicate complex financial information clearly
Strong at partnering with senior business leaders
Proactive in identifying financial risks and opportunities
Capable of managing competing priorities and tight reporting deadlines
A strong people leader and developer of finance talent
Compensation
A competitive executive compensation package comprising base salary performance-based incentives benefits and other executive benefits commensurate with experience and market benchmarks.