Finance Director

Responsibilities

• Lead the annual budgeting process and periodic forecasting cycles (monthly/quarterly) for P&C lines of business.
• Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses.
• Analyze variances between actuals, forecasts, and plan; clearly communicate drivers and risks.
• Partner with business leaders to provide financial insights that support strategic planning.
• Support close processes by reconciling financial results with underlying operational and actuarial data.
• Perform general ledger “tie-outs” and ensure accuracy of financial reporting.
• Investigate discrepancies across systems (policy admin, claims, finance) and resolve issues.
• Collaborate with Accounting to ensure proper treatment of insurance-specific transactions (e.g., reserves, premium recognition).
• Act as a key liaison between Finance and Data/Analytics teams.
• Translate business and finance requirements into data models, dashboards, and reporting solutions.
• Utilize data tools (e.g., Power BI, SQL, Excel, Python) to automate reporting and generate insights.
• Enhance data governance and ensure consistency across financial and operational metrics.
• Work closely with Actuarial, Underwriting, and Claims teams to understand business drivers.
• Provide insights on profitability, loss trends, and expense management.
• Support decision-making on pricing, product performance, and cost optimization.

Qualifications

• Education Requirement: Bachelor’s degree in Finance or Accounting.
• Qualifications: 10+ years of experience in FP&A, finance, or accounting.
• Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with PNC experience preferred.
• Proven experience in forecasting, budgeting, and variance analysis.
• Solid understanding of general ledger structures and financial reporting.
• Preferred Experience: working with actuarial or insurance data sets.
• Advanced Excel skills; familiarity with data tools (Power BI, Tableau, SQL, Python).
• Advanced degree (MBA or Master’s) in Finance, Accounting, or Business strongly preferred.
• CPA, CFA, or progress toward certification.

Benefits

• Base Salary Range: $110,000 - $170,000.
• Eligible to participate in annual discretionary bonus.
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans.