Job Description
Our client is a growing publicly traded insurance/ financial services company.
- Conduct the company’s monthly forecasting and annual planning process
- Prepare analysis of monthly forecasted financial results and participate in monthly forecasting meetings with Regional CEO’s and senior management
- Update and maintain detailed long-term financial model
- Prepare internal and external presentations including, among other items, quarterly Board of Directors presentation, ad hoc shareholder reporting, and monthly financial performance review
- Develop and analyze a monthly cash flow forecasting tool to be used by senior management for decision-making
- Prepare and analyze historical and projected quarterly cash flow statements
- Coordinate earnings call, co-investor call and assist in investor relations
- Work closely with Regional CFO’s and Controller organization to coordinate forecasting, budgeting and analysis of financial results
Job Requirements
- A minimum of 7 - 10 years of experience, preferably in planning and forecasting
- BA Accounting / Finance required; CPA / MBA a plus
- Insurance Brokerage experience is strongly preferred
- Financial modeling experience and demonstrated accounting knowledge
- Financial statement analysis experience (cash flow statements, in particular)
- Budgeting and forecasting experience required
- Exceptional computer skills, specifically with Excel and PowerPoint
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