Finance Director

Berkley•Jacksonville, FL

5d•Onsite

About The Position

We are seeking a Finance Director to support financial planning and analysis (FP&A) within our Property & Casualty (P&C) insurance business. This role combines core finance responsibilities—forecasting, budgeting, and general ledger oversight—with advanced data and analytics capabilities to drive actionable insights and improve financial decision-making. The ideal candidate will act as a bridge between Finance, Actuarial, and Data teams to ensure alignment across financial results, operational drivers, and analytical outputs.

Requirements

Bachelor’s degree in Finance or Accounting
10+ years of experience in FP&A, finance, or accounting
Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results)
Proven experience in forecasting, budgeting, and variance analysis
Solid understanding of general ledger structures and financial reporting

Nice To Haves

PNC experience preferred
Experience working with actuarial or insurance data sets
Advanced Excel skills
Familiarity with data tools (Power BI, Tableau, SQL, Python)
Advanced degree (MBA or Master’s) in Finance, Accounting, or Business strongly preferred
CPA, CFA, or progress toward certification

Responsibilities

Lead the annual budgeting process and periodic forecasting cycles (monthly/quarterly) for P&C lines of business
Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses
Analyze variances between actuals, forecasts, and plan; clearly communicate drivers and risks
Partner with business leaders to provide financial insights that support strategic planning
Support close processes by reconciling financial results with underlying operational and actuarial data
Perform general ledger “tie-outs” and ensure accuracy of financial reporting
Investigate discrepancies across systems (policy admin, claims, finance) and resolve issues
Collaborate with Accounting to ensure proper treatment of insurance-specific transactions (e.g., reserves, premium recognition)
Act as a key liaison between Finance and Data/Analytics teams
Translate business and finance requirements into data models, dashboards, and reporting solutions
Utilize data tools (e.g., Power BI, SQL, Excel, Python) to automate reporting and generate insights
Enhance data governance and ensure consistency across financial and operational metrics
Work closely with Actuarial, Underwriting, and Claims teams to understand business drivers
Provide insights on profitability, loss trends, and expense management
Support decision-making on pricing, product performance, and cost optimization