Director of Finance and Operations

Company Overview:

Benchmark Insurance and Rise Group Investments are diversified organizations with operations spanning insurance, construction, and real estate portfolio management. We are seeking a highly experienced and strategic Director of Finance to oversee the financial operations of these interconnected businesses. This role is critical in driving financial strategy, ensuring compliance, and optimizing performance across all entities.

Job Summary:

As the Director of Finance, you will be responsible for leading financial planning, analysis, and reporting across our insurance brokerage, construction company, and real estate portfolio. This position requires a visionary leader who can streamline financial operations, provide actionable insights, and collaborate across teams to support organizational growth. The ideal candidate will bring expertise in multi-entity financial management, an understanding of industry-specific challenges, and a proven ability to drive efficiencies and profitability.

Key Responsibilities:Financial Strategy and Planning

• Develop and implement financial strategies to support the overall goals of the organization.
• Conduct in-depth financial forecasting, budgeting, and risk analysis for each business unit.
• Identify growth opportunities and provide data-driven recommendations to executive leadership.

Accounting and Reporting

• Oversee consolidated financial reporting for all entities, ensuring accuracy and compliance with applicable regulations.
• Establish and maintain accounting standards, policies, and procedures across the organization.
• Manage intercompany transactions and ensure proper reconciliation.

Operational Oversight

• Lead financial operations for the insurance brokerage, including premium accounting, carrier payables, and commission tracking.
• Supervise financial management in the construction company, including job costing, cash flow management, and project accounting.
• Oversee real estate portfolio finances, including property budgeting, asset valuation, and performance analysis.

Compliance and Risk Management

• Ensure adherence to financial regulations, tax laws, and industry standards.
• Identify potential financial risks and implement mitigation strategies.
• Partner with legal and compliance teams to address regulatory requirements specific to each industry.

Team Leadership and Collaboration

• Manage and mentor a team of finance professionals across business units.
• Collaborate with department heads to align financial goals with operational strategies.
• Drive a culture of accountability, innovation, and excellence within the finance function.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, or a related field; CPA, CMA, or MBA preferred.
• Experience:
• 8 years in a senior finance role, ideally managing multi-entity organizations.
• Industry experience in insurance, construction, or real estate is highly desirable.
• Technical Skills:
• Expertise in financial software and ERP systems.
• Proficiency in Excel, financial modeling, and data analysis tools.
• Knowledge of industry-specific accounting practices and regulations.
• Leadership Skills:
• Proven ability to lead and develop high-performing teams.
• Strong communication and interpersonal skills to collaborate across diverse teams.
• Strategic thinker with a results-driven mindset.

What We Offer:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.
• A dynamic and entrepreneurial work environment.

Job Type: Full-time

Pay: $90,000.00 - $130,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Houston, TX 77008: Relocate before starting work (Required)

Work Location: In person

Salary : $90,000 - $130,000