Director FP&A/Financial Reporting (FP&A, Reporting System, Private Equity, Insurance Company)

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  • Finance
  • FullTime
  • Applications have closed

Job Overview:

  • As the Director of FP&A, you will be responsible for overseeing all aspects of financial reporting and ensuring accurate and timely reporting of financial information.
  • You will collaborate closely within the finance and accounting team as well as senior leadership to ensure corporate goals, cash flow management, capital deployment and expense management.
  • We are seeking a leader for the FP&A team in supporting the broader organization in financial analysis, forecasting and strategic initiatives.
  • This role requires a background that demonstrates the ability to own the full suite of financial reporting and analysis within a fast growing, dynamic organization and is ideal for someone who is looking to utilize their finance, accounting and analytical skill sets to contribute to our organization’s growth.

Responsibilities:

  • Lead and manage the financial reporting function, ensuring compliance with Special-Purpose and Generally Accepted Accounting Principles (GAAP)
  • Strategic partner to internal executives and leadership to help set departmental goals and analyze budget and trend variances
  • Support the CFO in owning the production of Board financial packages and ad hoc presentations / forecasts
  • Oversee the preparation and filing of timely financial statements, including quarterly and annual reports, in compliance with regulatory requirements.
  • Lead efforts to enhance the application of technology to the financial reporting function. Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and explore other technologies that can further streamline the compilation and analysis of financial results
  • Lead efforts to implement new partners and sales channels
  • Provide technical accounting guidance and support to various departments, ensuring proper accounting treatment for complex transactions.
  • Assist with audit requests (internal and external)

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • FP&A management experience within a fast-paced environment, preferably Private Equity owned; Background in Big 4 accounting, consulting or banking a plus
  • Developed understanding of insurance related accounting concepts a plus.
  • Prior experience with an insurance company or service of insurance clients
  • Proficiency in reporting systems and tools; advanced Excel skills are required
  • Must be authorized to work in the U.S
  • Must be able to successfully pass a background check