CFC

VP, Financial Planning and Analysis

CFC

full-time

Posted on:

Location: New York • 🇺🇸 United States

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Salary

💰 $160,000 - $200,000 per year

Job Level

Lead

About the role

  • Main finance contact for the central accounting and controls team onshore and trusted expert to local Executive Management
  • Provide financial support, commercial insight and healthy challenge to assist growth plans
  • Explore opportunities for top-line growth, margin, and cash flow optimisation
  • Responsible for timely reporting and delivery of financial data requests for North American senior management
  • Ensure P&L and cash flows are optimized, including margin enhancement and input into local growth strategies across brokers/States/clients
  • Provide KPI insights to the CFC Group and collaborate with Group Revenue and Actuarial teams
  • Contribute to annual budget exercise and forecasting (monthly re-forecasting and long-term plan tracking)
  • Support central accounts to close CFC USA and CFC Canada accounting records accurately and timely each month
  • Support central controls to establish an Internal Controls over Financial Reporting (ICFR) framework; update process documentation; identify key risks and mitigating controls; support monthly internal control reporting
  • Ensure adherence to Group finance policies and report to central accounts team as required
  • Act as main contact for Group Finance on financial matters including IBA and Tax related matters
  • Act as main finance contact for all North America staff for financial queries and act as point of contact for Group Finance on the ground
  • Work with Group Procurement on supplier optimization and maximizing expense saving opportunities on 3rd party costs

Requirements

  • Qualified Accountant (CPA or equivalent)
  • Experience in the Insurance/Insurtech/Fintech sector
  • Experience working in a private equity backed business (beneficial)
  • Advanced financial-modelling experience (P&L, balance sheet and cash flow statement modelling)
  • Strong analytical skills and comfortable working with large datasets
  • Motivated by meeting tight deadlines with high standards; enjoys change and challenge
  • Excellent communication and presentation skills; experience interacting with executive-level management and non-financial managers
  • Self-direction and autonomy, and ability to be a team player
  • Familiarity with NetSuite accounting software and planning tools (advantageous)
  • Expertise in Power BI (highly welcomed)
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