Finance Director

Carolina Casualty is a member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo and other insurance solutions for the commercial auto markets including trucking, public transportation and others. 

The company is an equal opportunity employer.

We are seeking a Finance Director to support financial planning and analysis (FP&A) within our Property & Casualty (P&C) insurance business. This role combines core finance responsibilities—forecasting, budgeting, and general ledger oversight—with advanced data and analytics capabilities to drive actionable insights and improve financial decision-making. The ideal candidate will act as a bridge between Finance, Actuarial, and Data teams to ensure alignment across financial results, operational drivers, and analytical outputs.

Key Functions/Duties of Position:

Financial Planning & Analysis (FP&A)
•    Lead the annual budgeting process and periodic forecasting cycles (monthly/quarterly) for P&C lines of business
•    Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses
•    Analyze variances between actuals, forecasts, and plan; clearly communicate drivers and risks
•    Partner with business leaders to provide financial insights that support strategic planning
General Ledger & Financial Close Support
•    Support close processes by reconciling financial results with underlying operational and actuarial data
•    Perform general ledger “tie-outs” and ensure accuracy of financial reporting
•    Investigate discrepancies across systems (policy admin, claims, finance) and resolve issues
•    Collaborate with Accounting to ensure proper treatment of insurance-specific transactions (e.g., reserves, premium recognition)
Data & Analytics Integration
•    Act as a key liaison between Finance and Data/Analytics teams
•    Translate business and finance requirements into data models, dashboards, and reporting solutions
•    Utilize data tools (e.g., Power BI, SQL, Excel, Python) to automate reporting and generate insights
•    Enhance data governance and ensure consistency across financial and operational metrics
Business Partnering
•    Work closely with Actuarial, Underwriting, and Claims teams to understand business drivers
•    Provide insights on profitability, loss trends, and expense management
•    Support decision-making on pricing, product performance, and cost optimization 

Education Requirement

•    Bachelor’s degree in Finance or Accounting

Qualifications:  

•    10+ years of experience in FP&A, finance, or accounting
•    Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with PNC experience preferred  
•    Proven experience in forecasting, budgeting, and variance analysis 
•    Solid understanding of general ledger structures and financial reporting
Preferred
•    Experience working with actuarial or insurance data sets
•    Advanced Excel skills; familiarity with data tools (Power BI, Tableau, SQL, Python)
•    Advanced degree (MBA or Master’s) in Finance, Accounting, or Business strongly preferred
•    CPA, CFA, or progress toward certification
Working Conditions and Physical Requirements 
 Normal office conditions