Senior Risk Consulting Associate – Financial Services Risk & Controls
RSM US LLP
VP, Financial Planning and Analysis
CFC
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $200,000 per year
Job Level
Lead
About the role
- Main finance contact for 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
- Report directly to local Executive management and collaborate with global Finance team
- Explore opportunities for top-line growth, margin, and cash flow optimisation
- Timely reporting and delivery of financial data requests for North American senior management
- Ensure P&L and cash flows are optimized and provide input into local growth strategies with robust business cases
- Provide KPI insights to the CFC Group and collaborate with Group Revenue and Actuarial teams
- Contribute to annual budget, 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 ICFR framework, update process documentation, identify key risks and mitigating controls
- 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
- Act as main 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 savings on 3rd party costs
Requirements
- Qualified Accountant (CPA or equivalent)
- Experience in the Insurance/Insurtech/Fintech sector
- Experience in private equity backed business (beneficial)
- Advanced financial-modelling experience (P&L, balance sheet and cash flow statement modelling)
- Strong analytical skills
- Comfortable working with large datasets
- Motivated by meeting tight deadlines with high standards
- Excellent communication and presentation skills
- Self-direction and autonomy; ability to work as first Finance hire in North America
- Team player
- Familiarity with NetSuite accounting software (advantageous)
- Expertise in Power BI (highly welcomed)
Benefits
- Love what you do: We show up each day ready to take on the world. Our passion and intensity set us apart and makes the difference to our colleagues, customers, brokers and carriers.
- Challenge everything: We’re never afraid to question the way that things are done and we constantly challenge ourselves and others to makes things better.
- Have fun, be good: Insurance is a serious business, but we don’t take ourselves too seriously. We make it fun to work at CFC, we welcome all viewpoints, and we treat everyone how we would expect to be treated.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modellingP&L modellingbalance sheet modellingcash flow statement modellingdata analysisKPI insightsbudgetingforecastingrisk identificationprocess documentation
Soft skills
analytical skillscommunication skillspresentation skillsself-directionautonomyteam playermotivationdeadline managementcollaborationcommercial insight
Certifications
CPAqualified accountant
