Full-Time

Financial Director

Confirmed live in the last 24 hours

TIH

TIH

201-500 employees

Consulting
Financial Services

Senior

Dallas, TX, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Data Analysis
Requirements
  • Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
  • Eight years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to work independently with minimal guidance.
  • Proactive in completing tasks and producing deliverables.
  • Sound and comprehensive understanding of business and organizational strategies and processes.
  • Ability to build consensus through communication and presentation of factual and relevant information.
  • Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
  • Strong analytical and problem-solving skills.
  • Sound and logical decision-making abilities.
  • Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
  • Familiarity with GAAP.
  • High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
Responsibilities
  • Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
  • Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Financial Manager role that coordinates financial analysis and reporting process workflow within team.
  • Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members.
  • Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
  • Compiles, reviews, analyzes, interprets, summarizes, and submits timely and accurate monthly reporting related to the Bank’s financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results.
  • Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
  • Interpret and summarize results and trends for Senior Leadership.
  • Applies knowledge of best practices derived from experience to identify and solve problems of higher technical or operational complexity by leading analysis of possible solutions using data analysis, experience, judgement and precedents.
  • Takes a new perspective on existing solutions to propose innovative solutions. Initiates and assists in implementing long-term solutions.
  • Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
  • Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes.
  • Work with Senior Financial Officer (SFO) and line of business (LOB) partners to integrate business initiatives into forecast and Plan, and provide continuous communication to Corporate Financial Planning and LOB partners to ensure alignment on directives.
  • Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
  • Develops and performs testing of economic models.
  • Maintains necessary documentation of source data, ensuring adequate support of data integrity.
  • Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
  • Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
  • Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, FSA 91, vendor contracts, Stress Testing and CCAR.
  • Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
  • Monitors financial performance for specified LOBs to detect unusual or significant changes in transactions or business trends and opportunities for improvement.
  • Independently prepares presentations regarding new business or product initiatives, strategic plans, and other materials as required by Executive Management.
  • Leverages working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Initiates process improvements across broad organizational processes to address internal/external challenges.
  • Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
  • Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.
  • Coordinate development of new accounting processes and procedures, as needed.
  • Assist in risk management governance and business continuity planning processes as necessary.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • The $15.5 billion valuation and acquisition by prominent investors like Stone Point Capital and CD&R highlight TIH's strong market position and potential for growth.
  • The new ownership structure provides TIH with additional resources to invest in cutting-edge technology and develop innovative products and services.
  • TIH's ability to operate under its current brand names ensures continuity and stability for employees and clients.

What critics are saying

  • The transition to new ownership could lead to strategic shifts that may not align with the current operational strategy.
  • The insurance industry is highly competitive, and maintaining market share will require continuous innovation and adaptation.

What makes TIH unique

  • TIH is the fifth largest insurance brokerage in the U.S., providing it with significant market presence and influence.
  • The acquisition by Stone Point Capital and CD&R provides TIH with substantial financial backing, enabling it to explore new growth avenues and strengthen its operations.
  • TIH's diversified portfolio of top-performing businesses allows it to maintain a competitive edge in the insurance industry.

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