Finance Manager - Insurance

Finance Manager

Hybrid/Remote

Overview

Our client is a rapidly growing, private equity-backed insurance platform experiencing significant organic growth, strategic acquisitions, and business expansion across multiple operating companies. This high-visibility organization partners closely with executive leadership to drive financial performance, strategic planning, and value creation initiatives. With direct exposure to the C-suite and PE stakeholders, this position offers the opportunity to influence key business decisions while helping scale a dynamic and entrepreneurial organization. The role has been created to support continued growth across FP&A, corporate development, budgeting, forecasting, and M&A activities.

The Role

The Finance Manager will partner closely with executive leadership and operating company leaders to drive budgeting, forecasting, financial planning, strategic analysis, and transaction support. This individual will play a critical role in transforming financial data into actionable insights, board-level presentations, and decision-support materials that influence business strategy. The position offers broad exposure across FP&A, corporate finance, corporate development, and M&A.

Key Responsibilities:

• Lead annual budgeting, monthly forecasting, and long-range business planning processes across multiple operating companies.
• Develop and maintain sophisticated financial models, scenario analyses, and business cases to support strategic decision-making.
• Partner with C-suite executives and business leaders to analyze revenue drivers, operating expenses, capital deployment, headcount planning, and profitability trends.
• Produce executive-level management reporting, KPI dashboards, and board presentations that provide actionable business insights.
• Support strategic business initiatives through financial analysis, investment evaluations, and scenario planning.
• Evaluate strategic growth initiatives, investments, divestitures, and optimization opportunities through rigorous financial analysis.
• Deliver data-driven recommendations that improve business performance and support long-term value creation.
• Enhance FP&A processes, reporting frameworks, analytics, and financial planning tools to improve efficiency and scalability.
• Collaborate cross-functionally with finance, operations, and executive leadership teams to drive strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-5+ years of experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related analytical role.
• Advanced Excel and PowerPoint skills with demonstrated expertise in financial modeling, forecasting, budgeting, and business analysis.
• Experience building executive presentations, board materials, and data visualizations for senior leadership audiences.
• Strong analytical, problem-solving, and quantitative skills with exceptional attention to detail.
• Proven ability to work effectively in fast-paced, high-growth environments with shifting priorities and ambiguity.
• Excellent written and verbal communication skills with the ability to translate complex financial information into clear business insights.
• Experience with business intelligence and visualization tools such as Tableau or Power BI is preferred.
• Property & Casualty insurance, specialty insurance, carrier, MGA, or reinsurance experience is a plus.
• Demonstrated ability to interact confidently with senior executives, investors, and cross-functional stakeholders.

If you have finance and insurance experience, don't hesitate to reach out!