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Alera Group, is seeking a Director of Finance to join our team! Looking for candidates who reside in Pennsylvania.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
If that is what youre looking for, this is your chance to be part of an amazing organization!
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
The Director of Finance is a key part of the finance team responsible for the timely and accurate reporting of the financial performance of seven offices located in the Commonwealth of Pennsylvania providing Employee Benefits and Property and Casualty Brokerage Services. The position will direct and oversee all financial activities of these offices including direct responsibility for accounting, sales commission management and reporting, financial reporting, budgeting, forecasting, and strategic planning. This position includes weekly interactions with local offices, regional, and the Alera Shared Services accounting teams. Success in the position is defined as leveraging procedures and communications with internal teams to generate and provide timely financial information so offices and regional teams can make informed business decisions to achieve financial targets as well as making the close and reporting processes more efficient and accurate.
The position reports to the Mid-Atlantic Regional Financial Lead with a dotted line reporting relationship to the local offce management teams and Regional Management team with operational oversight. The Director of Finance will be supported through a team of direct and/or indirect reports servicing the Pennsylvania offices.
Responsibilities:Financial Initiatives
Education
Candidates will be required to have a bachelors degree or equivalent in business or related disciplines such as finance, accounting, or operations. A CPA or MBA or equivalent is preferred. Proficient in MS Office Suite, with strong Excel skills.
Functional Experience
Alera Group is looking for a strong business and operationally oriented professional with experience in insurance or financial services industry with a carrier, broker, or consulting firm. Successful candidates will have likely progressed through a variety of finance roles.
Industry Experience
Strong knowledge of insurance and financial services regulatory requirements is preferred. Experience in the insurance, financial services, and/or professional services industries is preferred. Familiarity with agency management systems (AMS) or commission systems used in the insurance or financial services industry a plus.
Scope
Candidates will bring a strong background in finance management. U.S. Domestic travel of 25% will be expected.
Position Core Competencies
Other Requirements
Candidates should also possess the following personal attributes:
COMPENSATION
The successful candidate will earn a base salary along with an attractive annual performance bonus opportunity.
Equal Opportunity Employment:Full Time
$184k-245k (estimate)
06/27/2024
07/14/2024
aleragroup.com
DEERFIELD, IL
1,000 - 3,000
2017
Private
ALAN LEVITZ
$200M - $500M
Insurance
Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.
The following is the career advancement route for Director of Finance positions, which can be used as a reference in future career path planning. As a Director of Finance, it can be promoted into senior positions as a Top Division Financial Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Finance. You can explore the career advancement for a Director of Finance below and select your interested title to get hiring information.
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Quotes from people on Director Finance job description and responsibilities
They create and maintain an organisation's financial strategy for generating revenue and oversee the accounting and finance operations.
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Develop the corporate fundraising strategy and manage relationships with partners and investors.
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preparing reports for management on the company’s financial status to make important decisions about future investments or budgets accordingly..
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Set targets for and supervise all accounting and finance personnel (management accountants, internal auditors etc.).
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FinaRetain constant awareness of the company’s financial position and act to prevent problems.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Director Finance jobs
Strategic and analytical skills.
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02/22/2022: Rock Hill, SC
Expand critical thinking skills.
04/27/2022: Cincinnati, OH
Step 3: View the best colleges and universities for Director Finance.