Sr Finance

3 weeks ago


Boston, United States Aspen HR Full time
Job DescriptionJob Description

Our Opportunity:

The Sr. Finance and Risk Manager is responsible for the overall development and delivery of decision-useful information on a timely basis to relevant departments and managers and manages the company's major Risk areas. The Sr. Finance and Risk Manager understands the objectives of the Company, the key operations, and is able to develop accurate and clear reports to assist with the operational needs relevant for those objectives.

What You'll Do:

  • Lead annual budget process including coordination across departments and with management team to understand key initiatives and priorities. Develop forecasting tool for review each quarter to identify any lagging indicators.
  • Responsible for clearly and accurately presenting monthly KPIs to management by collecting information from key team members or relevant systems. KPIs to include analysis related to revenue, pricing, key vendors, competitors, industry metrics, operating expenses, risk (risk management), team capacity, and client profitability.
  • PEO Compliance tracking, reporting, and filings including ESAC, PEO Licensing, CPEO assistance, annual reports, notices, etc.
  • On a quarterly basis, responsible for pulling together Board slides with KPIs and other financial information.
  • Design, develop and deliver appropriate reports and templates for departments to review each month to assist with operational decision-making process.
  • Review and report on client profitability (including billing set ups, monthly billing, annual audits, price increases, pricing reviews, and reporting on individual client profitability)
  • Oversee the Zurich Master WC plan and reporting on the plan performance.
  • Develop and manage new client underwriting procedures with SLAs and KPI monitoring.

What You'll Bring:

  • You have a passion for service and relentless drive to exceed expectations
  • You can manage multiple priorities and projects without sacrificing quality and service delivery.
  • You thrive in a high volume, fast-paced and dynamic environment.
  • You're diligent and focused on details, particularly with communication, follow-up and documentation.
  • You are tech-savvy and able to learn new programs quickly but you already have strong proficiency in Microsoft programs and a variety of accounting and budgeting platforms.

Other Requirements:

  • Bachelor's degree in business, accounting or finance; or equivalent combination of education and experience
  • Minimum 5 years of accounting or finance experience required
  • PEO/ASO experience preferred.

What Aspen Brings:

  • Committed and supportive team members with a passion for client service
  • Fast-growing company with opportunity to make your mark
  • Fully remote environment
  • Generous benefits to address mental, physical and financial health
  • Flexible and generous time off

NOTE: This position is a remote/work-from-home role.


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