Head of Finance - Forrest T. Jones & Company

Oversee all financial functions and activities of the evolving organization (including agencies, L&H / P&C carriers, and captives) working closely with senior management and reporting directly to ownership/entity presidents. This role interfaces with various Boards of Directors, auditors, examiners, analysts, actuaries, as well as the business unit managers on all finance-related issues. Regular interaction with investment and audit/ERM functions.

Expectations

• Ensures timely and accurate financial reporting for all entities (including GAAP and SAP) – both internal and external, including senior management, regulators, analysts, and Boards of Directors.
• Ensures timely and accurate budget preparation and analysis for management team.
• Oversees cost allocation process across the various entities and programs.
• Recommends, develops, and implements policies and procedures to meet company objectives.
• Provides strategic financial leadership and support on the evaluation of opportunities affecting the business.
• Primary financial liaison for independent audits and state exams of the various entities.
• Recommends and leads efforts to improve ROE/ROI performance for programs and the organization.
• Optimize banking/treasury relationships and initiates needed strategies for improvement.
• Responsible for development of professional finance staff, including succession planning; assigning & directing work; appraising performance; and coaching/mentoring for performance and resolving problems.
• Stays abreast of financial trends and regulations to ensure effectiveness and compliance for the finance functions.
• Performs other related duties as assigned by ownership.
  

Competencies

• Problem analysis and resolution at both a strategic and functional level.
• Technical skills and experience in financial reporting and analysis (both GAAP and SAP).
• Strong customer service orientation – both internal and external.
• Excellent interpersonal, communication, and presentation skills.
• Ability to establish and align financial policies & procedures and reporting systems & controls with company objectives and requirements.
• Ability to organize and manage multiple priorities and responsibilities across multiple and diverse entities.
  

Requisites

• Bachelor's degree in Accounting, Business Administration or related field, with CPA.
• MBA and experience in the insurance/financial services industries preferred.
• competing priorities and timelines, and work with a broader multi-functional management team. A strong team player.
• Ability to think ahead and plan over a 2-3 year time span.
  

We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Work Physical Requirements FLSA Status: Exempt
Work is generally performed in an office environment. Incumbent must have the ability to stand and sit frequently throughout an eight-hour period, reach vertically for overhead use as well as horizontally. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.