What are the responsibilities and job description for the Director, Financial Planning & Analysis position at Fortegra?
The Director, Financial Planning & Analysis will lead the financial operations for their respective business line and contribute to the development of the business segment strategic goals.
Minimum Qualifications:
- Master’s degree or equivalent work experience.
- Minimum of 5 years’ experience in Financial Operations with an insurance background.
- Strong leadership, financial analysis and technical accounting skills required.
- Advanced Microsoft Excel, PowerPoint and Oracle skills.
- SOX Compliance and audit experience a plus highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills.
- Ability to think creatively, highly-driven and self-motivated.
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Primary Job Functions:
- Oversee and manage the continued development of strategic planning, annual budgeting, and rolling forecast preparation and analysis.
- Prepare monthly business segment/unit operations analysis.
- Provide business segment/unit finance and M&A support.
- Business segment/unit general ledger maintenance & control.
- Oversee Quarterly and Monthly Financial reports including Statutory and GAAP Insurance reporting.
- Supporting Senior Executive Team with in-depth analysis.
- Prepare presentations to Senior Management Team/Board of Directors and key Investors
- Enhance rating agency capital modeling.
- Operational and pricing analysis and modeling.
- Ad-Hoc Reporting and Analysis.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Periodic Job Functions:
- Conducts due diligence on proposed acquisitions.
- Investigate capital market alternatives.
- Other duties as assigned.
Skills & Competencies Required:
- Proven track record of idea creation and execution to benefit customers.
- Consistently out performs annual plan.
- Connects customer with Fortegra and our services.
- Proven track record of idea creation and execution to benefit customers.
- Consistently out performs annual plan.
- Connects customer with Fortegra and our services.
- Articulate with excellent verbal and written communication skills.
- Ability to think creatively, highly-driven and self-motivated.
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
