Manager, Agency Finance & Comparion Insurance Agency CFO

About the Role

The Agency Finance leader is responsible for driving financial planning, long-term forecasting, reporting, controls, and operational excellence across Comparion Insurance Agency (CIA), the Liberty Mutual Insurance Agency (LMIA), and the broader Agency Distribution Services (ADS) organization. This individual serves as a critical thought partner to business leaders, providing strategic financial insights that inform channel economics, compensation design, and growth initiatives. The role leads a team that ensures revenue is accurately captured and allocated, expenses are managed with discipline, and financial operations — including accounts receivable, accounts payable, and compensation administration — run with precision and efficiency.

Responsibilities

• Lead annual and ongoing planning/forecasting processes for CIA, LMIA and ADS.
• Own P&L development, Monthly Operating Reviews (MORs), and budget-versus-actual reporting for CIA and LMIA Choice channels.
• Partner with USRM (US Retail Market) Finance to ensure CIA and LMIA financial plans and results are accurately reported in consolidated USRM financials.
• Facilitate the stakeholder expense roadmap process, connecting investment decisions to business outcomes and productivity metrics.
• Implement and maintain financial reporting and controls that support accurate, timely, and compliant financial results.
• Oversee revenue allocation, booking, and reconciliation processes; ensure adherence to accounting standards and policy.
• Manage contract set-up, mapping, invoicing, and ongoing financial support in partnership with internal stakeholders.
• Oversee accounts receivable (carrier and vendor receivables) and accounts payable (agent and vendor disbursements) functions, ensuring on-time and accurate payments.
• Build and continuously improve best-in-class compensation operations processes that enable compensation design, stewardship, implementation, and recognition program delivery.
• Serve as the source of truth for financial results, drivers, and operational metrics.
• Act as a critical thought partner to senior business leaders, supporting business strategy, channel economics, and agency growth initiatives.
• Partner across ADS to support and understand ongoing agency initiatives, ensuring financial implications are surfaced and incorporated into decision-making.
• Lead, develop, and mentor a team of finance professionals, fostering a culture of accountability, continuous improvement, and operational excellence.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• 7–10+ years of progressive experience in financial planning & analysis, accounting, or financial operations, with at least 3–5 years in a leadership/management capacity
• Deep expertise in FP&A processes including budgeting, forecasting, variance analysis, and P&L management
• Strong understanding of revenue recognition, financial controls, and accounting standards
• Proven ability to serve as a strategic finance partner to senior business leaders
• Excellent communication and stakeholder management skills, with the ability to translate financial data into actionable business insights
• Experience in insurance, financial services, or agency/distribution environments
• Familiarity with agent compensation structures and channel economics
• Background supporting multi-channel or multi-site distribution organizations