Director, Finance
2 weeks ago
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company
HOW YOU WILL SOAR:
As a leader, the Finance Director will bring exceptional intellectual curiosity and horsepower to the Finance leadership team, and be proactive, analytical, and highly organized. This person will be agile, humble and capable of solving rapid growth environment challenges that unlock long-term value creation for the company. From a stylistic perspective, in addition to being technically proficient and operationally oriented, the Finance Director will be engaging and articulate, as well as a low-ego, collaborative, and a "no-nonsense" leader focused on driving results and serving as a true business partner to the Head of Finance.
The Director, Finance will report to the Managing Director in the Finance Department. This role is responsible for leading, managing, and enhancing Inspira Financials' reporting efforts in order to support key decision making across the Organization. In this position, the Finance Director will play a key role in identifying, measuring, and analyzing key drivers of the Business's financial performance while implementing processes and systems to aid in the production of timely financial reports and analyses to key stakeholders. This role will also lead the budgeting and forecasting process which involves close collaboration with Senior Executives.
- Define financial reporting strategy to align with overall Company and department initiatives
- Identify best practices and determine opportunities to improve current processes
- Produce and analyze monthly reports and distill information into key takeaways
- Evaluate the financial impact of proposed strategic initiatives or potential new business opportunities including but not limited to new product offerings and partnerships
- Formulate recommendations and prepare presentations based on financial results and analysis
- Build robust, dynamic financial operating models
- Work with the Business to analyze department budgets in order to align to companywide financial metrics
- Collaborate with Senior Executives to produce the annual budget and rolling forecasts
- Analyze variances between actual performance and the budget while providing explanations for historical discrepancies and anticipated implications
- Lead implementation of new financial software and monthly reporting processes
- Model and educate the team on the Inspira Trust Values
- Prepare the performance management reviews and provide employee coaching
- Provide support for ad-hoc projects as requested by the Business
- Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
- 10+ years of experience in Accounting, Finance or related field, 1-3 years of leadership experience
- Bachelor's Degree in Business, Accounting, Finance, or related field
- Possess an optimistic attitude and intellectual curiosity
- Proactive, analytical and highly organized
- Creative thinking, driven, and self-motivated
- Ability to problem-solve and draw conclusions from data
- Highest standards of accuracy and precision
- Excellent verbal and written communication skills
- Ability to prioritize, multi-task, and complete tasks within specified timelines
- Familiarity with financial software and experience with software implementations
- Proficiency with Microsoft Excel, Outlook, PowerPoint, Word, and financial software
- Cost accounting experience preferred
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
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