Director, Regional Insurance Accounting-West Division

About the position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. We are currently looking to add to our team with an exciting opportunity as Director, Retail Insurance Accounting Lead. This position will report to the Senior Vice President, Acrisure Business Services. The Director, Retail Insurance Accounting Lead role will have an expert understanding of insurance agency accounting, acquisition accounting, corporate accounting, and finance processes. This role will oversee all accounting services in the division ensuring deliverables to all key stakeholders are both accurate and timely, assisting with execution of strategies set by Home Office Strategic Functional Leaders cohesively and consistently with excellence.

Responsibilities

• Oversee daily transaction processing across cash application/receivables, direct bill, carrier payables, producer/broker payables, and invoicing with activity processed through an agency management system (Applied EPIC). Ensure that transactions are recorded in an accurate, timely, and efficient manner and in accordance with SOX controls and GAAP, as well as Service Level Agreements and within all required metrics.
• Support the integration of new Acrisure Partners into the accounting processes.
• Assist with year-end procedures. Act as liaison between Acrisure Partners and auditors as required. Assist with gathering information required for timely and accurate 1099 filing.
• Partner with Operational Excellence team to ensure all accounting functions are executed with excellence and issues are resolved with long term sustainable resolutions, providing operational support as needed.
• Ensure open and transparent lines of communication with all key stakeholders including Division Directors in the field, Heads of Finance in FP&A, as well as all other departments, including Corporate Accounting, ensuring transactional processes remain in accordance with GAAP and SOX/internal controls.
• Strive to ensure all accounting functions within the region/division are operating with excellence for Acrisure Partners by continually monitoring and improving operational processes and achieving high levels of performance.
• Strong collaboration with leaders of Divisions and their leadership teams, as well as Mergers & Acquisitions, Financial Planning & Analysis, Treasury, Acquisition Accounting, and Corporate Accounting.
• Review and approve process changes/continuous improvement in conjunction with operational excellence, prior to communication to the Acrisure Partners.
• Keep performance on track by accurately scoping out projects, identifying priorities, and anticipating problems.
• Understand and approve staffing needs aligned with the budget, metric targets, and future growth within the region.
• Promote service excellence within a collaborative high performing team environment while motivating themselves, their peers, and their teams for strong results and quality work.
• Work and collaborate with team to solve problems brought to their attention by the region/division and/or team.
• Take responsibility for assigned division Acrisure Partner needs and hold self & team accountable for internal deadlines, outcomes, and results as well as sharing and aligning best practices across divisions.
• Understand the strengths and weaknesses of your team, providing guidance for balancing the needs for development and efficiency. Is an integral part of the ABS leadership team and, as such, has responsibility of the overall engagement and success of ABS.
• Provide prompt, accurate, courteous, 'best in class' service excellence to partners, insurance companies, leadership team and all staff.
• Ability to lead teams through transition and change, ensuring smooth integration of processes.
• Mentorship and professional development of team members to strengthen talent within the organization.

Requirements

• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives.
• Self-motivated and driven.
• Demonstrates ability to collaboratively and independently problem solve, improve processes and thrive in a fast-paced, dynamic, informal, non-hierarchical organization where decisions get made quickly.
• Demonstrates high sense of urgency balanced with focus/prioritization.
• Demonstrates ability to set and communicate a vision in a rapidly changing culture that engages people and teams, and where they can see how their work will directly contribute to it.
• Attention to detail and commitment to a high level of accuracy.
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information in a time critical, fast-paced environment.
• Proven ability to think strategically and make the complex simpler, as well as roll-up sleeves to get things done.
• Maintains a service excellence/client focused, professional demeanor and positive attitude.

Nice-to-haves

• MBA or CPA preferred.
• Experience managing leaders preferred.
• Workday (or equivalent ERP) experience is preferred.

Benefits

• Competitive compensation
• Industry leading healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering Hybrid Work Options
• Opportunities for Growth
• Parental Leave
• Generous Time Away