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Applied Epic Finance Jobs

2 jobs found

1mo ago

Director of Insurance Finance

First Mid Mattoon, IL

Mattoon, IL

1mo ago Closed

$97k - $138k/yr Full time Finance Director Applied Epic Budget Management

This position is no longer accepting applications (closed Aug 26, 2026).

Job Description

Directs the financial strategy, planning, reporting, and operational finance functions for First Mid's insurance activities. This onsite role is based in Mattoon, IL, and partners with agency leadership to drive profitable growth, improve operational efficiency, ensure regulatory compliance, and support mergers, acquisitions, and other strategic initiatives. Compensation ranges from USD 96,500 to 137,800 per year.

Responsibilities

Develop and implement the agency's financial strategy aligned with overall organizational goals.
Report to the CEO or designated executive and build financial models to inform decisions and strategic initiatives.
Deliver financial analyses and recommendations to back growth initiatives, investments, acquisitions, and operational enhancements.
Oversee long-range financial planning and scenario analysis.
Manage the annual budgeting process and ongoing forecasting cycles.
Evaluate performance, profitability, and key financial metrics of the agency.
Track variances and identify opportunities to improve financial results.
Supervise all accounting operations, including the general ledger, accounts payable, accounts receivable, payroll, and closing activities.
Ensure timely and accurate financial reporting on monthly, quarterly, and annual cycles.
Maintain GAAP compliance and adherence to relevant regulatory requirements.
Coordinate annual audits, tax filings, and external reviews.
Monitor and analyze commission revenue, contingent income, fee income, and producer compensation plans.
Track carrier receivables, agency bill operations, and premium trust accounts where applicable.
Assess profitability across departments, producers, lines of business, and office locations.
Develop and maintain dashboards and key operating metrics for agency performance.
Ensure effective internal controls and financial safeguards are in place.
Lead, mentor, and develop accounting and finance staff.
Set performance objectives and foster a culture of accountability and continuous improvement.
Encourage cross-departmental and cross-office collaboration.
Ensure compliance with financial, tax, licensing, and regulatory standards.
Develop and uphold internal controls and financial policies.
Support enterprise risk management and business continuity planning efforts.
Identify opportunities to enhance financial systems, reporting capabilities, and operational efficiency.
Lead the implementation and optimization of accounting and agency management systems.
Promote data driven decision making across the organization.
Participate in acquisition evaluations, due diligence, valuation analyses, and integration activities.

Requirements

Bachelor's degree in Accounting, Finance, Business Administration, or related field required.
Professional designation such as CPA, CMA, MBA, or equivalent preferred.
7+ years of progressive finance and accounting leadership experience.
3+ years in a senior financial leadership role.
Experience within the insurance industry, insurance agency, brokerage, or financial services environment strongly preferred.
Proven experience with budgeting, forecasting, financial modeling, and strategic planning.
Experience managing audits, tax compliance, and financial reporting.

Technologies

Applied Epic
Vertafore AMS360
Microsoft Excel

Benefits

Comprehensive health, dental, and vision coverage with an HSA match
401(k) with employer match plus Employee Stock Purchase Plan
Generous paid time off, paid holidays, and parental leave
Tuition reimbursement and performance-based bonuses

Skills

Strong understanding of GAAP and financial management principles
Knowledge of insurance agency revenue models, commission structures, and carrier relationships preferred
Advanced financial analysis and modeling capabilities
Strong leadership, communication, and interpersonal skills
High proficiency in Microsoft Excel and financial reporting tools
Experience with agency management systems such as Applied Epic, Vertafore AMS360, or similar platforms preferred
Ability to translate financial data into actionable business insights

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1mo ago

Director of Insurance Finance

First Mid Champaign, IL

Champaign, IL

1mo ago Closed

$97k - $138k/yr Full time Finance Director Applied Epic Budget Management

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

The Director of Insurance Finance at First Mid leads the agency's financial strategy, planning, reporting, and operational finance functions from an onsite leadership role in Champaign, Illinois. The position offers a salary range of USD 96,500 to 137,800 per year and requires a Bachelor’s degree with a minimum of three years of related experience in finance leadership.

Responsibilities

Develop and implement the agency's financial strategy aligned with organizational goals.
Report to the CEO or designee and build financial models to support business decisions and strategic initiatives.
Provide financial analysis and recommendations to back growth initiatives, investments, acquisitions, and operational improvements.
Lead long-range financial planning and scenario modeling to anticipate outcomes.
Direct the annual budgeting process and periodic forecasting activities.
Analyze agency performance, profitability, and key financial metrics; monitor variances and identify opportunities to improve financial performance.
Oversee all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and financial close processes; ensure timely and accurate financial reporting.
Maintain compliance with GAAP and applicable regulatory requirements; coordinate annual audits, tax filings, and external financial reviews.
Monitor and analyze commission revenue, contingent income, fee income, and producer compensation programs; track carrier receivables, agency bill operations, and premium trust accounts as applicable.
Evaluate profitability by department, producer, line of business, and office location.
Develop and maintain agency performance dashboards and key operating metrics; establish internal controls and financial safeguards.
Lead, mentor, and develop accounting and finance personnel; establish performance objectives and foster accountability and continuous improvement.
Foster collaboration across departments and offices; ensure compliance with financial, tax, licensing, and regulatory requirements.
Develop and maintain internal controls and financial policies; support enterprise risk management initiatives and business continuity planning.
Identify opportunities to enhance financial systems, reporting capabilities, and operational efficiencies; lead implementation and optimization of accounting and agency management systems.
Promote data-driven decision making across the organization.
Participate in acquisition evaluations, due diligence, valuation analyses, and integration activities.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is required.
Professional designation such as CPA, CMA, MBA, or equivalent is preferred.
Seven or more years of progressive finance and accounting leadership experience.
Three or more years in a senior financial leadership role.
Experience within the insurance industry, an insurance agency or brokerage, or financial services environment is strongly preferred.
Proven experience with budgeting, forecasting, financial modeling, and strategic planning.
Experience managing audits, tax compliance, and financial reporting.

Technologies

Microsoft Excel
Applied Epic
Vertafore AMS360

Benefits

Competitive health, dental, and vision coverage with HSA match
401(k) with employer match plus Employee Stock Purchase Plan
Generous PTO, paid holidays, and parental leave
Tuition reimbursement and performance-based bonuses
Visit our Total Rewards page to see our full list of benefits

Position Summary

The Director of Insurance Finance leads the agency's financial strategy, planning, reporting, and operational finance functions. This role provides executive leadership in budgeting, forecasting, cash flow management, financial analysis, and accounting oversight, informing strategic decisions. The position partners with agency leadership to drive profitable growth, improve operational efficiency, ensure regulatory compliance, and support mergers.

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Applied Epic Finance Jobs

Director of Insurance Finance

Director of Insurance Finance

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