Corporate Finance Manager

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Collaborate with C-Suite and Operating Company leaders to execute the annual budgeting and monthly forecasting processes.

• Maintain in-depth knowledge of business outcomes and the drivers of revenue and expenses, including capacity, reinsurance terms, capital expenditure initiatives, changes in headcount, and business objectives.

• Conduct analyses to produce strategic recommendations regarding business profitability, direction, products, services, and market opportunities.

• Lead the preparation of monthly, action-oriented management reports for senior business leaders.

• Develop business cases, financial models, and ad-hoc analyses to identify opportunities and support strategic growth initiatives.

• Assess lines of business for potential investment, divestment, and optimization opportunities.

• Manage the analysis and evaluation of M&A and de-novo team lift-out possibilities.

• Underwrite and create pro-forma financial models along with internal and external presentations for prospective acquisitions.

• Utilize insights from budgeting, forecasting, operational, and strategic analyses to enhance acquisition-target and lift-out evaluations.

• Deliver actionable, data-driven analyses to operating executives to facilitate informed decision-making.

⛳️ Requirements

• At least a bachelor's degree in finance, accounting, or a related field.

• 3–5+ years of experience in accounting, consulting, banking, private equity, or within operating companies.

• Proficient in Excel and PowerPoint.

• Familiarity with analytical and visualization tools is advantageous (e.g., Tableau, Power BI).

• Outstanding written and verbal communication skills.

• Experience in Property & Casualty or Specialty insurance at a carrier or MGA is a plus.

• Strong analytical and problem-solving skills, with a keen eye for detail.

• Ability to excel in a fast-paced environment and manage ambiguity effectively.

• Capacity to take ownership of duties with minimal supervision.

🏝️ Benefits

• Competitive salary along with performance-based bonuses.

• Comprehensive benefits package.

• 401(k) plan with company matching.

• Flexible/Hybrid work arrangement.

• A collaborative and inclusive workplace culture.