Divisional Finance Leader

Amwins•Charlotte, NC

12d

About The Position

Lead and manage the Accounting and Finance functions for the Division. Support the Division’s leaders and play an active role in driving profitable, growth-oriented initiatives that help the business reach or exceed its goals. Serve as a direct financial contact for the Division President and Company leaders, providing financial analysis, reporting, recommendations, and insight into business performance. Develop a deep understanding of the Division’s revenue models and economic levers, and act as a thought partner in identifying the factors that drive value.

Responsibilities

Provide financial analysis, compensation models, and financial reporting to the Division President, Company leaders, and business leaders.
Deliver monthly financial reports with commentary and explain significant fluctuations from plan and the prior year.
Analyze upcoming missed targets with management and help evaluate operations and identify improvements.
Oversee compensation structures, sales-team profitability analytics, compensation calculations, and bonus payouts.
Oversee the month-end close and complete month-end revenue analytics, reports, and variance analysis.
Manage and track profit-sharing income contracts and opportunities.
Coordinate and review revenue-based analytics; send monthly financial reports to Operating Company leaders and manage incoming requests from leaders and field producers.
Coordinate and review annual budgets and oversee completion of the budget process.
Prepare information for quarterly business reviews with the executive team.
Provide indirect oversight of the Premium accounting group by attending meetings and reviewing processes, write-offs, and accounts receivable and payable aging trends.
Work with HR on compensation, team, personnel, and related matters, where applicable.
Manage structural changes, such as office closures or mergers, and employee transfers.
Approve Concur invoices above a specified threshold.
Review opening balance sheets and manage transitions for newly acquired companies; assist with M&A due diligence.
Coordinate audit information requests.
Prepare the Division-wide consolidated financial packet, including operating-company breakouts, and Division-wide financial analytics.
Complete reports for Amwins Board review and conduct in-depth reviews of the Division’s financial and operational needs.
Coordinate system needs for Division operations.
Monitor trends and develop and maintain management metrics at the Division level, including metrics related to cost per policy, seasonality, personnel expense, return on investment, pricing, profit contingency modeling, and retention.
Work closely with operations that have their own internal finance function.

Benefits

Medical, dental, and vision insurance available on the first day of employment
Choice of medical plans through Blue Cross Blue Shield; Kaiser available for California employees
Mental health support, including virtual therapy, digital coaching, and 24/7 EAP counseling
Company-paid basic life and AD&D insurance, short-term disability, and Employee Assistance Program
Health Savings Account with company contributions
Health Care FSA, Dependent Care FSA, and commuter benefits
Parental leave and adoption assistance
Voluntary life insurance, critical illness, accident, and identity theft protection coverage
Retiree medical benefits for Medicare-eligible retirees
401(k) with company match
Generous paid time off and company holiday schedule
Continuing-education-focused work environment
Career advancement opportunities