Senior Vice President of Finance
2 weeks ago
We are seeking an experienced Senior Vice President of Finance to join our team at AssuredPartners. This leadership role will oversee the Payroll, Accounts Payable, and Accounts Receivable functions within the Accounting Department, while holding ultimate responsibility for managing the company's general ledger and financial statements.
Key Responsibilities- Assumes responsibility for the month end close process and the timely and accurate reporting of financial results to the Leadership Team.
- Preparation of requested information/analyses for Leadership and Upper Management on an as needed basis.
- Provide the leadership team with advice on financial implications of business activities and provide recommendations to strategically enhance financial performance and business opportunities.
- Ensure favorable and unfavorable financial results are communicated in a timely manner.
- Establish and maintain strong relationships with the platform leadership team by department and/or functional area as appropriate to understand their needs and to support their initiatives.
- Be responsible for the operation of A/R, A/P, Payroll Department, Setech, Client Svcs Accounting, and PCA Departments.
- Demonstrate detailed understanding of the company structure and relevant operations.
- Understand and provide signoffs for all pricing company-wide.
- Chief signer – (Agreements/Bank Accounts/Checks/Wires).
- Integral participation within the Compensation Committee.
- Familiarity with all company products and the underlying client and exposure detail of each.
- Review and supervise preparation of the monthly, quarterly, and annual reporting package prior to submission for CEO, COO Agency President, and Regional CFO Review.
- Significant involvement in the preparation of the Annual Budget by functional department/office.
- Monthly forecasting and ongoing monitoring and revision of all numbers and communication to various levels of management.
- Manage the annual external audit and internal audit as required.
- Ensures effective internal controls are implemented through the timely and accurate reporting of monthly consolidated financial results and supported through an effective well-coordinated Internal Control structure that is in line with goals for IPO Readiness and appropriate for internal control testing by either the Audit firm or a representative (Internal Audit / Protiviti).
- Manage all State and local tax forms and submissions independently or in coordination with Corporate Tax as required.
- Monitor and review all Captive (Meritage) transactions – (Reserves/Claim payments/expenses/Investments/Investment Reporting) – Reporting and Audit (Calendar/Fiscal).
- Develop a detailed understanding of the Production Process and the rules specific to each business type. Review and provide approval for Production bonuses, and other employee bonuses throughout the year.
- Coordination of information requests of the Accounting Department from other departments within the company and Corporate as necessary.
- Bachelor's degree in Finance or Accounting required; Master's degree preferred.
- CPA is required.
- Minimum of five (5) years of accounting, FP&A and/or corporate finance experience, including supervisory experience is required.
- Working knowledge of Microsoft Office Suite is essential. Experience with a G/L or Accounting package is required. Workday experience is a plus.
- Competitive base salary.
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
- Company match 401(k) plan – 50% up to 6%.
- Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
- Pet benefits & discounts.
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners.
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