Director of Finance

Overview

By combining strategic and operational goals, the Director of Finance manages the accounting and economic aspects of a company by enforcing a financial strategy aimed toward profitable long-term growth. Additional duties include overseeing the finance department, conducting financial assessments, generating reports, establishing company budgets and conducting risk assessments on business initiatives. 

The Ideal Candidate 

• Strongly analytical in your approach, you are a financial problem solver & able to create solutions 
• You have experience in change management and thrive in a rapid growth environment 
• You are a balance of excellence in business acumen with good interpersonal skills; you are a respected and likeable leader

If this sounds like you, we invite you to keep reading and apply!  

What You'll Do

Please note that the duties below can vary based on the workflow of your local office.  

• Oversees all correspondence and documentation with clients, carriers and staff to update and maintain all confidential and/or personnel files relative to financial/contractual matters. 
• Oversees company’s Finance department and works with staff on finance related issues and training as needed to comply with company policy. Coordinates financial procedure and policy with Corporate Finance. 
• Oversees entry and deposits of revenue in all accounts in banking and prepares all necessary filings as required. 
• Reviews all expenses/invoices and remits payments/submits timely invoices.   
• Reviews revenue related documents for accuracy; investigates discrepancies; resolves inconsistencies. 
• Position will supervise one to two finance positions.  
• Other duties as assigned. 
• Travel is expected to be 20% in this role. 

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• Bachelor's degree in finance or accounting with 7 years of progressively responsible finance and managerial experience. CTP designation preferred but not required.  
• Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. 
• To perform this job successfully, an individual should have knowledge of Accounting software; Database software; Human Resource systems; Internet software; Payroll systems; Spreadsheet software and Word Processing software. 

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!