Director of Insurance Finance

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