AVP, Finance

Responsibilities

• Manage premium intake processes, ensuring data submissions comply with reporting requirements.
• Lead reconciliation of policy, billing, bordereau, commission, claims, and cash activity across systems, carrier statements, broker records, and bank accounts.
• Oversee financial reporting functions for the PECO Organization, preparing management reporting packages.
• Establish, maintain, and monitor internal controls over carrier settlements, producer payments, delegated authority activity, and financial reporting processes.
• Partner with underwriting, IT, operations, claims, compliance, and carrier relationship teams to validate financial information, resolve discrepancies, support bordereau reporting, and improve data quality.
• Support regulatory and audit requirements by preparing schedules, responding to information requests, maintaining supporting documentation, and ensuring accounting practices align with applicable agreements and regulatory expectations.
• Develop and maintain budgets, forecasts, cash flow projections, key performance indicators, and profitability reporting for ANV programs and business units.
• Maintain oversight of financial terms of MGA and producer agreements, including commission structures, fee arrangements, payment timing, and settlement obligations.
• Identify opportunities to improve finance processes, automate reporting, strengthen reconciliations, and enhance scalability as premium volume, program complexity, and carrier relationships grow.
• Perform other functionally related duties as assigned.

Qualifications

• Bachelor’s Degree preferably in Business, Economics or Risk Management.
• Understanding of GAAP and Statutory accounting.
• 10 years of experience in the property/casualty industry.
• Demonstrated proficiency with Microsoft Office Suite.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational, analytical, and interpretive skills.
• Ability to effectively multi-task and work in a fast-paced, team-oriented environment.