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