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Open nowPosted 8 hours ago

Divisional Finance Leader

Amwins89 open roles

Where
4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210
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Your applicationOpen nowDivisional Finance LeaderAmwins · 4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210
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The clock on this job

Early applications get read.

12.7% of postings close within 7 days. Measured by our own scanner across the market. Amwins postings stay open a median of 40 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.7%7 days
  4. 20.4%14 days
  5. 35.6%30 days
  6. 58.7%60 days
This job: posted 8 hours ago

Amwins median: 40 days open

The posting

Divisional Finance Leader

Lead and manage the Accounting and Finance functions for the Division. Support the Division’s leaders and play an active role in driving growth-oriented initiatives that are profitable and enable the business to reach/exceed its goals

Your Role with the Company:

  • Direct contact to Division President and Company Leaders regarding all financial matters
  • Responsible for financial analysis, compensation models and financial reporting
  • Provide monthly Financial Reports, with commentary, to the Business Leaders
  • Oversee compensation structures, sales team profitability analytics and bonus pay outs
  • Prepare narrative on monthly basis addressing significant fluctuations from plan and prior year
  • Communicate with Management and prepare analytics regarding upcoming plan missed targets
  • Work with management to evaluate operations and make recommendations for improvements
  • Ensure completion and review of annual budgets; oversee budget process
  • Perform month-end revenue analytics and determine key reasons for variances from plan and prior year
  • Assist with M&A due diligence

Detailed Responsibilities

  • Oversight of month-end close
  • Completion of compensation calculations
  • Manage and track all profit-sharing income contracts and opportunities
  • Completion of month-end analytics and reports
  • Responsible for coordination and review of revenue-based analytics
  • Send financial reports to each Operating Company leader monthly and manage incoming requests from Operating Company leaders and producers in the field
  • Complete/Coordinate information for quarterly business reviews with executive team
  • Indirect oversight of Premium accounting group through attendance at meetings, review of processes, review of write offs and review of AR and AP age trends
  • Work with HR on all compensation, team, personnel and team matters (where applicable)
  • Manage structural changes (i.e. offices closing, merging etc.…) and employee transfers ‘
  • Completion of budget process
  • Approve Concur invoices over certain threshold
  • Opening Balance Sheet reviews and transition management for any newly acquired companies
  • Coordinate all audit information requests
  • Preparation of division-wide consolidated financial packet, with operating company break-out
  • Preparation of division-wide financial analytics
  • Complete reports for Amwins Board review
  • Deep dives into financial and operational needs of Division operations
  • Coordination of system needs for Division operations
  • Thought partner embedded in how the division thinks about the business and what levers are driving value
  • Learn and develop deep understanding of revenue models and the economic levers across the different businesses
  • At the division level, monitor trend development and build and maintain metrics for management
  • Develop key metrics to normalize each business (cost per policy, seasonality trends, personnel expense, ROI for certain types of spend, pricing by line of business, profit contingency modeling, retention, etc….)
  • Liaison closely with operations that have their own internal finance function

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

  • Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
  • Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
  • Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
  • Health Savings Account with company contributions
  • Health Care FSA, Dependent Care FSA, and Commuter Benefits
  • Parental Leave and Adoption Assistance
  • Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
  • Retiree medical benefits available for Medicare-eligible retirees
  • 401(k) with company match
  • Generous Paid Time Off and Company Holiday Schedule
  • Collaborative, continuing education focused work environment
  • Career advancement opportunities
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