Chief Financial Officer

1 week ago

Iselin, New Jersey, United States World Insurance Associates LLC Full time


As the CFO for the Retail division, you will play a pivotal role in driving financial performance, providing strategic insight, and facilitating decision-making processes. You will collaborate closely with various stakeholders across the organization to ensure financial objectives are aligned with business goals, while also offering proactive analysis and recommendations to optimize profitability and mitigate risk.

Primary Responsibilities
  • Strategic Partnership Partner with senior leadership and business leaders to understand their objectives, challenges, and opportunities. Serve as a trusted advisor by providing financial insights, analysis, and recommendations to drive business growth and profitability.
  • Business Stewardship Maintains and fosters a growth mindset while also being an astute financial steward for the organization. Demonstrates a focus delivering results and driving profitable revenue growth with a partnership focused approach.
  • Financial Planning and Analysis - Understands, analyzes, and evaluates relevant financial information and data. Draws logical conclusions and makes recommendations based on objective evidence. Strong understanding of company performance including how to budget, plan, forecast and report performance and analyze variance. Spearheads teams to run financial plans, budgets, and forecasts while providing review and challenge, driving insight, and defining corrective actions when required so that the business leadership can meet their financial objectives.
  • Hands-On / Roll Up Sleeves Mentality This is a senior level role but still requires a hands-on mentality. Candidate must be comfortable in the tactics as well as in the strategy
  • Risk Management Assesses financial risk and exposures within the division. Develop strategies to safeguard financial assets. Stay abreast of industry trends and regulatory changes impacting the insurance industry.
  • Leadership Leads by example while communicating a convincing and compelling vision that motivates others to action taking. Provides financial expertise and insights to facilitate data-driven decisions making.
  • Cost Management Analyze cost structures and identify opportunities for cost optimization efficiency improvements. Implement cost control measures and monitor spending to ensure alignment with budgetary constraints.
  • Continuous Improvement Drive process improvements and initiatives within the finance group. Leverage technology and data analytics to enhance reporting, analysis, and decision support capabilities.
Work Experience
  • Bachelor's Degree in Business Administration, Finance, or a related field; MBA or other advanced degree preferred
  • Professional certification (CFA, CPA) preferred.
  • 15+ years of experience in a relevant role in the insurance industry, with a strong understanding of traditional FP&A to include budgeting, forecasting, and reporting and understanding performance
  • Strong Business Partnering skills, is able to effectively communicate accounting principles to business leaders while executing on goals and initiatives with a focus on risk management and profitability
  • Strong leadership and management skills, with the ability to lead cross-functional teams and drive results.
  • Excellent communication and interpersonal skills, with the ability to build effective relationships and influence decision-making at all levels.
  • Strategic mindset with a focus on delivering actionable insights and driving business results
  • Must be able to manage multiple priorities and projects in a fast-paced, deadline-driven environment.
  • Willingness to travel as needed to meet with partners and stakeholders.
  • Knowledge of NetSuite and Epic is a plus.
Essential Skills/Competencies
  • Possess strong financial analytical skills, leadership skills, and communication skills. Must be organized, detail oriented, and efficient with excellent verbal and written communications skills.
  • Must have a high level of problem-solving skills
  • Strong literacy in MS-Office tools, as well as comfort in learning and mastering proprietary tools
  • Able to work independently and enjoy a high degree of interaction with team members
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • The ability to multi- task, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude
Physical Demands

Office work . Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business

  • Chief Information Security Officer

    4 weeks ago

    Iselin, New Jersey, United States Provident Bank Full time

    POSITION SUMMARYThis position is responsible for providing vision, leadership, oversight, and management of the overall information and cyber security policies, procedures, and practices. The Chief Information Security Officer (CISO) also directs the Bank's corporate incident response and data governance programs, ensuring these programs are compliant with...

  • Chief Information Security Officer

    4 weeks ago

    Iselin, New Jersey, United States Provident Bank Full time

    POSITION SUMMARYThis position is responsible for providing vision, leadership, oversight, and management of the overall information and cyber security policies, procedures, and practices. The Chief Information Security Officer (CISO) also directs the Bank's corporate incident response and data governance programs, ensuring these programs are compliant with...

  • Senior .Net Developer--Financial Products Experience is a MUST

    1 week ago

    Iselin, New Jersey, United States NSD International, Inc Full time

    Work Schedule: Hybrid (2 days a week onsite in Metropark office)10-15 years of backend development experienceExcellent communication and analytical skillsDesign, develop, and implement financial products and custom web applications using .Net Core/ ASP.Net Core/C#/EF Core/SQL Server technologies.Exposure to Azure development would be a plusDesign and...

  • Senior Accountant

    1 week ago

    Iselin, New Jersey, United States Tandym Group Full time

    An insurance organization in New Jersey is actively seeking an experienced Accountant for a promising Senior-level opportunity with their team. In this role, the Senior Accountant will be responsible for support the preparation of the monthly, quarterly, and annual financial statements on the GAAP basis of accounting. Responsibilities The Senior Accountant...

  • Portfolio Manager II

    1 week ago

    Iselin, New Jersey, United States Provident Bank Full time

    POSITION SUMMARY This CRE position's responsibilities include all aspects of Portfolio Management as relates to assigned portfolio loans. The primary focus will be assisting multiple Lenders with the monitoring and management of their portfolio, maintaining a small portfolio of their own and assisting with other department related assigned functions....

  • Fund Accountant Manager

    1 week ago

    Iselin, New Jersey, United States Strategic Employment Partners (SEP) Full time

    Join Our Growing Team in New JerseyBoutique Fund Administrator located in Woodbridge Township, New Jersey is seeking a talented and motivated Fund Accountants (Supervisor and Manager) to join a newly created, growing team. You will play a vital role in servicing a growing and lucrative clientele working on an exclusive portfolio of esteemed companies....

  • Manager - Independence Department

    1 month ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Manager - Independence Department

    4 weeks ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Manager - Independence Department

    1 week ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Marketing Director

    1 week ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Admin Assistant

    1 week ago

    Iselin, New Jersey, United States Dorfman Mizrach & Thaler LLP Full time

    Admin Assistant (Part Time)Dorfman Mizrach & Thaler LLP is currently in search of an Admin Assistant to join our expanding team in Iselin, NJ 08830.About Us:Dorfman Mizrach & Thaler, LLP traces its roots back to 1937. Both our industry and our firm are far different today, but commitment to our clients remains our core value.The significant growth of the...

  • Administrative Assistant

    1 month ago

    Iselin, New Jersey, United States Citizens Full time

    Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. As an Administrative Assistant, you will be responsible for providing general administrative and clerical support for Citizens Wealth Management Divisional and Regional Sales Managers.Responsibilities may include, but are not limited to: coordination of meetings,...

  • Marketing Technology Specialist

    1 week ago

    Iselin, New Jersey, United States World Insurance Associates LLC Full time

    Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or City and state must be separated by a comma followed by a space (e.g., Houston, TX )World Insurance Associates, LLC. Marketing Technology Specialist in Iselin , New Jersey SummaryWorld Insurance Associates is a unique insurance organization offering top...

  • SAP Finance

    1 month ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • SAP Finance

    4 weeks ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Commercial Lines Account Manager

    1 week ago

    Iselin, New Jersey, United States World Insurance Associates LLC Full time

    Candidates with previous Small Business Unit experience encouraged to applySummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees...

  • Home Care and Hospice Sales Specialist

    1 week ago

    Iselin, New Jersey, United States Hackensack Meridian Health Full time

    Overview:Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one...

  • Automation & Operations Function Lead

    4 weeks ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Automation & Operations Function Lead

    1 month ago

    Iselin, New Jersey, United States EisnerAmper Full time

    Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • BMFO Accountant

    1 week ago

    Iselin, New Jersey, United States Citrin Cooperman Full time

    BMFO Accountant Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to...