Want to know if you’re a fit? Upload your resume and let our AI show you.
Skills
Accountingunmatched
Analysis Skillsunmatched
Banking Servicesunmatched
Budgetingunmatched
Capital Expenditure (CAPEX)unmatched
Cash Flowunmatched
Cash Managementunmatched
Channel Marketingunmatched
Channel Strategiesunmatched
Communication Skillsunmatched
Consultingunmatched
Cross-Functionalunmatched
Data Collectionunmatched
Detail Orientedunmatched
Executive Assistant Skills unmatched
Expense Managementunmatched
External Auditunmatched
Financeunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Financial Complianceunmatched
Financial Disclosureunmatched
Financial Managementunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Statementsunmatched
Financial Systemsunmatched
Forecastingunmatched
Generally Accepted Accounting Principles (GAAP)unmatched
Insuranceunmatched
Internal Auditunmatched
Interpersonal Skillsunmatched
Leadershipunmatched
Maintain Complianceunmatched
Multitaskingunmatched
Partner Salesunmatched
Problem Solving Skillsunmatched
Reconciliationunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Set Goalsunmatched
Strategic Planningunmatched
Team Playerunmatched
Technical Accountingunmatched
Technical Supportunmatched
Time Managementunmatched
Trend Analysisunmatched
Description
Job Summary:
As the Director of FP&A, you will oversee all aspects of financial reporting and ensure accurate and timely reporting of financial information. You will collaborate closely with the finance and accounting team as well as senior leadership in other Safe-Guard departments, to ensure alignment on corporate goals, cash flow management, capital deployment and expense management. We are seeking a leader for the FP&A team to support the broader organization in financial analysis, forecasting and strategic initiatives. This role requires a background demonstrating the ability to own the full suite of financial reporting and analysis within a fast growing, dynamic organization. It is ideal for someone looking to utilize their finance, accounting and analytical skillsets to contribute to our organization's growth.
The ideal candidate possesses leadership capabilities, a solid operational and technical accounting background, and proactively drives results. This person is a self-starter, flexible, has a high level of integrity and is goal-oriented in a fast-paced, team-oriented, collaborative environment. This position will manage a small number of direct reports.
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 accurate and timely financial statements, including quarterly and annual reports, in compliance with regulatory requirements.
Lead efforts to enhance technology application in 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
Stay updated on emerging accounting and reporting standards, assess their impact on the organization, and provide recommendations for implementing necessary changes.
Collaborate with cross-functional teams to gather financial data, perform analysis, and prepare financial reports, ensuring consistency and accuracy.
Provide technical accounting guidance and support to various departments, ensuring proper accounting treatment for complex transactions.
Collaborate with legal and compliance teams to ensure accurate and timely disclosure of financial information in compliance with relevant laws and regulations.
Assist with internal and external audit requests.
Key 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 is a plus. Prior experience with an insurance company and/or service of insurance industry clients
Proficiency in financial reporting systems and tools. advanced Excel skills are required
Excellent analytical, problem-solving, and decision-making skills, with keen attention to detail.
Strong communication and interpersonal skills, with the ability to effectively collaborate and communicate complex financial matters to various stakeholders.
Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and meeting deadlines.