Job Description
Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,800 employees in over 250 offices across North America and the United Kingdom. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Overview The Sr. Manager of Corporate Finance will be an experienced professional with a deep understanding of insurance or insurance brokerage finance, is a strong financial storyteller, is highly analytical, can lead through influence, and can work in a fast-paced, Private Equity-backed environment. This is a new role.
Responsibilities - Develop a trusted and transparent relationship with PE Sponsors to adequately respond to day-to-day inquiries in a timely and professional manner.
- Manage the quarterly compliance reporting requirements of the firm, ensuring all schedules are completed, reviewed, and are prepared in accordance with the requirements of our credit agreements
- Manage unrestricted cash analytics on a weekly basis. Be deeply invested in this critically important process
- Partner with CFO on all board meeting deliverables, which requires heavy PowerPoint work and financial storytelling
- Partner with FP&A and PE Sponsors to manage the long-range plan of the firm, prepare scenario and sensitivity analyses, and recommend practices to ensure we achieve our long-range plan
- Maintain share price schedules on a quarterly basis, and assist CHRO in preparing financial results for executive bonus plan
- Assist with Retail finance deliverables (budget, forecast, reporting)
- Provide analytical insights, recommendations, and solutions to drive operational efficiency across all of Finance and Accounting
- Identify gaps or inefficiencies in current processes, recommend enhancements and automation opportunities, and collaborate with Operations team on implementation
Qualifications - Bachelor's degree in accounting, finance, or business management. Master’s degree and / or CPA a plus
- Minimum of 10 years of experience in the insurance sector in a business partnership role. Experience working in a private equity-backed firm is a plus
- Excellent financial storytelling skills, using PowerPoint, Power BI, and other analytical tools. See the big picture
- Excellent communication and interpersonal skills, having the ability to communicate effectively with a diverse range of stakeholders, including senior executives, investors, Sponsors, and other colleagues
- Strong writing and presentation skills, with the ability to distill complex financial and strategic information into clear, concise messaging for various stakeholders.
- Strong ability to work in a cross-functional and matrixed environment, exhibiting leadership and influential management abilities.
- High attention to detail and organizational skills.
- Proficient in Microsoft Office Suite
- Commitment to ethical business practices, integrity, and professionalism in all interactions.
This role is primarily located in World’s Iselin, NJ office, with periodic travel as required.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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Job Tags
Full time, Local area,