Divisional Finance Leader

Divisional Finance Leader

Lead and manage the Accounting and Finance functions for the Division. Support the Division’s leaders and play an active role in driving growth-oriented initiatives that are profitable and enable the business to reach/exceed its goals

Your Role with the Company:

• Direct contact to Division President and Company Leaders regarding all financial matters
• Responsible for financial analysis, compensation models and financial reporting
• Provide monthly Financial Reports, with commentary, to the Business Leaders
• Oversee compensation structures, sales team profitability analytics and bonus pay outs
• Prepare narrative on monthly basis addressing significant fluctuations from plan and prior year
• Communicate with Management and prepare analytics regarding upcoming plan missed targets
• Work with management to evaluate operations and make recommendations for improvements
• Ensure completion and review of annual budgets; oversee budget process
• Perform month-end revenue analytics and determine key reasons for variances from plan and prior year
• Assist with M&A due diligence

Detailed Responsibilities

• Oversight of month-end close
• Completion of compensation calculations
• Manage and track all profit-sharing income contracts and opportunities
• Completion of month-end analytics and reports
• Responsible for coordination and review of revenue-based analytics
• Send financial reports to each Operating Company leader monthly and manage incoming requests from Operating Company leaders and producers in the field
• Complete/Coordinate information for quarterly business reviews with executive team
• Indirect oversight of Premium accounting group through attendance at meetings, review of processes, review of write offs and review of AR and AP age trends
• Work with HR on all compensation, team, personnel and team matters (where applicable)
• Manage structural changes (i.e. offices closing, merging etc.…) and employee transfers ‘
• Completion of budget process
• Approve Concur invoices over certain threshold
• Opening Balance Sheet reviews and transition management for any newly acquired companies
• Coordinate all audit information requests
• Preparation of division-wide consolidated financial packet, with operating company break-out
• Preparation of division-wide financial analytics
• Complete reports for Amwins Board review
• Deep dives into financial and operational needs of Division operations
• Coordination of system needs for Division operations
• Thought partner embedded in how the division thinks about the business and what levers are driving value
• Learn and develop deep understanding of revenue models and the economic levers across the different businesses
• At the division level, monitor trend development and build and maintain metrics for management
• Develop key metrics to normalize each business (cost per policy, seasonality trends, personnel expense, ROI for certain types of spend, pricing by line of business, profit contingency modeling, retention, etc….)
• Liaison closely with operations that have their own internal finance function