Responsibilities:
- Prepare and review management reports, operations reports, and annual budgets.
- Develop departmental and company-wide budgets and forecasts.
- Conduct monthly reporting on departmental revenue and expenses.
- Analyze financial data to identify business trends and performance drivers.
- Support mergers and acquisitions through due diligence and integration activities.
- Perform ad hoc financial modeling and analysis.
- Lead by example, promote a positive team environment, and mentor direct reports.
- Stay informed about relevant legislation and engage in continuous learning.
- Adhere to company policies, regulatory requirements, and maintain confidentiality.
- Bachelor's degree in Accounting, Finance, or a related field. CPA, CA, CGA, or CMA preferred.
- At least 4 years of experience in a corporate finance/accounting environment.
- Proficient in accounting and finance with a keen eye for detail; committed to continuous improvement, urgency, and accountability.
- Focused on delivering excellent customer service and recognizing business opportunities.
- Experience in the insurance industry is advantageous.
- Effective communication skills.
- Adept at problem-solving and managing large volumes of data.
- Curious, investigative, and capable of working both collaboratively and