What are the responsibilities and job description for the Director, Reporting & Finance position at AssuredPartners?
Overview
The Director, Reporting and Finance Data, Corporate is responsible for overseeing and managing the finance data team, ensuring the effective collection, analysis, and reporting of financial data. This role involves leading a team of data professionals, optimizing data processes, and providing actionable insights to support business decisions. The Director, Reporting and Finance Data, Corporate must demonstrate strong leadership, advanced analytical skills, and proficiency in financial data management.
Work schedules and location flexibility will be determined based on existing work schedule and needs of the new role. Any internal candidate is welcome to apply.
What You'll Do
Data Management:• Oversee the collection, validation, and integration of financial data from various sources.• Ensure data accuracy, consistency, and timeliness to support effective financial reporting and analysis.
Reporting and Analysis:• Develop and manage financial reports and dashboards to provide insights into financial performance and support decision-making.• Conduct in-depth analysis of financial data to identify trends, anomalies, and opportunities for improvement.
Process Optimization:• Identify and implement improvements to data management and reporting processes to enhance efficiency and accuracy.• Collaborate with IT and other departments to optimize data systems and ensure alignment with business needs.
Stakeholder Communication:• Present data findings and insights to senior management and other stakeholders in a clear and actionable format.• Address data-related inquiries and provide support for financial decision-making processes.
Compliance and Controls:• Ensure data management practices comply with organizational policies, accounting standards, and regulatory requirements.• Implement and monitor internal controls related to data accuracy and integrity.
Strategic Support:• Support strategic initiatives by providing data-driven insights and recommendations.• Contribute to the development of long-term financial strategies and plans through comprehensive data analysis.
Team Leadership:• Lead and mentor a team of finance data analysts and specialists, providing guidance, support, and professional development opportunities.• Manage team performance, ensuring the delivery of high-quality work and meeting of deadlines.
What's in it For You?
• 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
Education: Bachelor's degree in Finance, Data Analytics, Accounting, or a related field. Alternatively, equivalent experience. Relevant professional certifications (e.g., CPA, CFA) preferred. • 7-10 years of experience in accounting or finance, with a focus on financial data management or analysis.• At least 2 years in a lead or supervisory role. Experience in a regional or a multi-national organization preferred. • Insurance industry experience preferred, proficiency in strategic planning and goal setting.
Competencies:• Advanced analytical skills with the ability to interpret complex financial data and provide actionable insights.• Proficiency in financial data systems and tools, including advanced Excel skills and familiarity with business intelligence (BI) software (e.g., Power BI, Tableau).• Strong leadership and team management abilities, with experience in developing and guiding a team.• Excellent communication and presentation skills, with the ability to convey data insights effectively to senior management and stakeholders.• Experience with process optimization and a solid understanding of financial controls and compliance.
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!
