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The Director of Finance oversees budgeting, forecasting, financial operations, and regulatory reporting while serving as the lead for financial data governance. They are responsible for developing key performance metrics, conducting trend analysis, and providing strategic financial insights to executive leadership and the board.
POSITION SUMMARY
The Director of Finance is responsible for budgeting, forecasting, financial operations and reporting.
PRINCIPAL DUTIES & RESPONSIBILITIES
• Research, maintain and implement financial accounting systems, software, and business processes.
• Manage financial reporting, state and regulatory compliance filings.
• Direct the preparation of accurate and timely financial reports in accordance with statutory accounting practices.
• Monitor and analyze department work to develop efficient procedures and use of resources to enhance the workflows of the department.
• Manage hiring, training, counseling, termination and performance appraisals of Accounting personnel.
• Advise Accounting department staff regarding the handling of non-routine reporting transactions.
• Support the Vice President - Finance with special projects, workflow process improvements, and various operations matters
SPECIFIC DUTIES & RESPONSIBILITIES (DIRECTOR) – FINANCIAL ANALYTICS
• Serve as Data Governance lead for financial data.
• Manage the budgeting and forecasting process.
• Develop and maintain key performance metrics.
• Conduct financial analysis to identify trends, variances, and opportunities for improvement.
• Develop and deliver reporting for Executive leadership team, Board, and other stakeholders.
• Develop strategies for analyzing metrics to identify trends, processes, and system opportunities and recommend action.
• Work with business units and IT to address specific financial data and reporting issues and requirements.
EDUCATION & EXPERIENCE
The individual in this position must meet the following general requirements:
• Bachelor’s degree or equivalent in Accounting.
• MBA, CPA, CFA or other advanced financial credential preferred.
• 7 to 10 years of experience in a senior level finance or accounting position.
• Knowledge of financial reporting standards and regulations.
• Microsoft Suite experience required. Advanced Excel and Word skills required, including power query
• Advanced proficiency in SQL and business intelligence (BI) dashboard tools, including experience with refactoring existing queries. (Director – Financial Analytics)
• Duck Creek Insurance suite system (including Clarity, Snowflake) experience preferred.
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
• Excellent oral and written communication skills.
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