Special note for all potential applicants:
- This is a retained, exclusive search being conducted by our Founder. Please take all application processes seriously to be considered promptly, as we expect a large volume of inquiries.
- The role is a player-coach position and requires strong supervisory experience and a hands-on style coupled with executive presence.
- There is a strong preference for candidates with insurance industry experience.
- The role requires candidates residing in CT, MA, or NY, and your application must include your home address. Resumes should be edited to include a home address.
- Inclusion of a cover letter will greatly influence the process. It should include direct, specific compensation expectations, information on your supervisory style and success, and details of motivations prompting your interest in this role. This should be sent to tbyrne@thomasbyrne.com as an addendum to your application here on LinkedIn. Applications without this data may experience a delay in reply.
The Role:
Reporting to the VP of Finance, this position is the Head of the FP&A function. It oversees a team of 5. The role is a player-coach position requiring an individual who will be involved in the day-to- day production of deliverables as well as the supervision and development of the team and their production requirements.
The overarching business is a 1B entity owned by private equity. The open role is responsible for a $300M MGA as well as a recently acquired direct-to-consumer segment, needing integration support and FP&A support. The rapidly growing business needs a strategic-minded finance leader with robust experience and a hands-on management style. This candidate will drive certain strategies and provide direction and leadership to the finance team as well as other senior business partners to achieve business targets and objectives.
Job Description:
- Responsible for setting the annual budget and quarterly forecasts for the full P&L of the insurance MGA, including: premium and commission modeling, retention analysis, expense management, productivity analysis, cost of acquisition rationalization, IT capital deployment, and operational staffing.
- Strong partnership with the business and ability to influence and provide effective challenge to senior business leaders to drive strategy across the business, drive business results, and hold leaders accountable for their financial commitments.
- Strategic leader focused on talent development and upskilling the analytical capabilities for Directors and their teams; leverage existing system enhancements as well as identify and implement new solutions.
- Continuous improvement mindset as the business continues to grow and integrate efficiently through scale across multiple financial systems and processes.
- Execute and lead financial review and approval for new business opportunities, which balance growth, partnerships, and financial return across multiple brands & channels
- Lead with financial oversight and rigor of Marketing activities, including profitable spending within DTC, partnership arrangements, and other B2C and B2B channels.
- Own the IT budget, capital allocation, and investment process for new and ongoing initiatives.
Requirements:
- 12+ years of experience in financial roles, including FP&A and expense management; demonstrated leadership and people management within the insurance industry or related field
- Expert in financial budgeting, forecasting processes, and business analytics
- Strong emphasis on effective communication, both verbally and through financial exhibits and presentations. Experience communicating with C-suite.
- Robust track record of driving strategy, process improvements, and challenging the status quo
- Financial system implementation and enhancement experience
