Finance Manager
Hybrid / Remote
Overview
Our client is a rapidly growing, private equity-backed insurance platform expanding through organic growth, strategic acquisitions, and business development initiatives. This high-impact Finance Manager position offers direct exposure to executive leadership, board-level reporting, corporate strategy, FP&A, and M&A activities.
As the organization continues to scale across multiple operating companies, the Finance Manager will play a critical role in financial planning, budgeting, forecasting, financial modeling, strategic analysis, and business performance management. This is an excellent opportunity for a finance professional seeking visibility, career growth, and the ability to influence key business decisions in a fast-paced insurance environment.
The Role
The Finance Manager will partner closely with executive leadership and business leaders to support corporate finance, FP&A, strategic planning, budgeting, forecasting, and transaction-related initiatives. This individual will transform complex financial and operational data into actionable business insights that support executive decision-making, board reporting, value creation, and long-term growth strategies.
The position offers broad exposure to:
- Financial Planning & Analysis (FP&A)
- Corporate Finance
- Financial Modeling
- Strategic Finance
- Mergers & Acquisitions (M&A)
- Business Intelligence & Data Analytics
- Executive and Board-Level Reporting
Key Responsibilities
- Lead annual budgeting, monthly forecasting, and long-range financial planning processes across multiple operating companies.
- Build and maintain complex financial models, scenario analyses, and forecasting tools to support strategic decision-making.
- Partner with executive leadership to analyze revenue growth, operating expenses, profitability, capital allocation, and workforce planning.
- Prepare executive dashboards, KPI reporting, management reporting packages, and board presentations.
- Deliver actionable financial insights that drive business performance and strategic initiatives.
- Support corporate development, M&A analysis, investment evaluations, and business case development.
- Evaluate growth opportunities, operational improvements, and value creation initiatives through data-driven financial analysis.
- Improve FP&A processes, reporting frameworks, forecasting methodologies, and financial planning tools.
- Collaborate with finance, operations, and senior leadership teams to support company-wide strategic objectives.
- Translate complex financial data into clear recommendations for executive stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 3-5+ years of experience in Finance, FP&A, Corporate Finance, Financial Analysis, Investment Banking, Consulting, Private Equity, Accounting, or a related analytical role.
- Advanced Excel and PowerPoint skills with strong expertise in financial modeling, forecasting, budgeting, and business analysis.
- Experience creating executive presentations, board materials, KPI dashboards, and management reporting packages.
- Strong analytical, quantitative, and problem-solving abilities with exceptional attention to detail.
- Ability to thrive in high-growth, fast-paced environments with competing priorities.
- Excellent communication skills with the ability to present financial insights to senior leadership and non-financial stakeholders.
- Experience with Power BI, Tableau, or other business intelligence and data visualization tools preferred.
- Insurance experience within P&C, specialty insurance, carriers, MGAs, brokers, or reinsurance organizations is a plus.
- Proven ability to work directly with executive leadership, investors, and cross-functional teams.
Why Consider This Opportunity?
- Hybrid/remote flexibility
- High visibility with executive leadership and private equity stakeholders
- Exposure to FP&A, corporate finance, strategic planning, and M&A
- Opportunity to influence company-wide business decisions
- Join a rapidly growing insurance organization during a significant period of expansion and value creation
If you have finance and insurance experience, don't hesitate to reach out!