Financial Planning and Analysis

• Oversee the organization's fiscal function and performance at all levels
• Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed
• Oversee preparation of the Firm's regular federal, state, and local tax returns
• Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business
• Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results
• Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis
• Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting
• Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs
• Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility
• Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs
• Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors
• Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication
• Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment
• Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

Chief Financial Officer

Actuary

• Develop, prepare, and complete pricing analyses
• Participate in development and update of Actuarial models
• Apply mathematical and statistical techniques to analyze profitability
• Work closely with Product Managers to support new product introduction
• Collaborate on rate and rule revision process

Senior Actuarial Analyst

Customer Support

• Takes incoming and outbound calls
• Processes and replies to Customer Service emails as assigned
• Takes payments for policies
• Makes changes and endorsements to policies
• Documents all activity in the on-line client file
• Provides prompt, efficient, high-quality service to all clients
• Resolves product or service problems by clarifying the customer’s complaint
• Attracts potential customers by answering product and service questions
• Makes suggestions about other products and services based on client needs
• Maintains a quality result by following established procedures
• Open, cancels, and updates client policy information based on requests
• Provides system and procedure training to new colleagues
• Continuously evaluates current processes for improvement and/or efficiency
• Handles complex client escalations for colleagues ensuring client satisfaction

MSI

Chief Financial Officer

Senior Actuarial Analyst

Licensed Customer Service Representative