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Financial Planning Consultant
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Financial Planning
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Financial Planning
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Specialist, Operations Financial Planning
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Specialist, Operations Financial Planning
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Specialist, Operations Financial Planning
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Specialist, Operations Financial Planning
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Senior Director of Financial Planning - Avon, United States - Jencap
Description
Senior Director of Financial Planning & AnalysisWhy Jencap?
We are one of the largest wholesale insurance intermediaries in the United States with
expertise
in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and
work
together to find solutions. We have a passion culture – with teamwork,
collaboration
and a focus on growing individuals and giving them the tools & development opportunities to have a successful career.
The Senior Director of Financial Planning and Analysis (FP&A) is a senior leader within the Finance team that partners with the Company's business leaders by providing pro-active, high quality financial information and analysis in support of business decision-making.
This role is accountable for the annual strategic planning process as well as the forecasting process.In addition, the Director of FP&A works closely together with the CEO and CFO with the assessment and communication of financial results, M&A activity, and other special projects.
The Senior Director of Financial Planning and Analysis (FP&A) will support Jencap and Paragon divisions. This role is highly visible throughout the organization with strong interaction with the senior leadership team.Responsibilities:
Works closely with business leaders to understand market and industry trends, as well as specific dynamics impacting the Company's business.
Builds comprehensive and dynamic financial analysis and models to drive insight business operations and provide recommendations and key findings to leadership teams.
Assists in business case development, financial modeling, and financial analysis.Leads monthly management reporting of financial results, forecasts, and analysis.
Supports M&A activity including due diligence, modeling and integration of potential acquisition targets.
Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding company strategy, financial plans, new business planning, and operating forecasts.
Financial review of business case justifications for business-wide projects, including new product introductions, product enhancements, and cost reduction initiatives.Make sure all employees are highly engaged; attract, motivate, develop, and retain talent.
Assist the CEO and CFO in various special projects, long-range planning, and M&A activity.
Requirements:
Bachelor's degree in finance, accounting, investments or related field is required. Master's degree in business administration or finance, CPA or CFA designation are preferred.
10+ years finance and business industry experience with a focus in Financial Planning & Analysis
5+ years leadership experience in the insurance industry managing cross functional teams and influencing senior management; prior leadership and management experience required.
Ability to effectively partner and influence senior level cross-functional teams.Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
Strong people management skills, effective at coaching and motivating staff. Serves as a role model in building effective relationships.Excellent communication and presentation skills and the ability to lead discussions.
Effectively and creatively utilizes all resources (systems, people, etc.) to manage daily operations.
Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place.
Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together.Jencap
is
an
E
qual
O
pportunity
E
mployer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex,
age, national origin
or
citizenship status,
sexual orientation, gender identity or expression,
pregnancy, marital or familial status,
disability status,
medical condition,
genetic information,
military
or
veteran status,
political affiliation,
or any other characteristic protected by law
.
We are committed to fostering a work community where every colleague feels welcomed, valued,
respected
and heard
, as we believe that
that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
Are you legally authorized to work in the US?
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For government reporting purposes, we ask candidates to respond to the below self-identification survey.
Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in Jencap's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.
As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.
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A "disabled veteran" is one of the following: a veteran of the U.S.
military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.
military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.
military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.
Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in Jencap's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
GenderPlease select
Gender
Are you Hispanic/Latino?
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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.
As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.
Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S.
military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.
military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.
military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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Veteran Status
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