Director, Corporate Finance

November 6

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ReSource Pro

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Insurance • Enterprise • Productivity

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

5001 - 10000 employees

🏢 Enterprise

⚡ Productivity

📋 Description

• Lead the monthly consolidation of global financial results, including the analysis of material variances to budget and forecast • Collaborate with Business Segment Finance to prepare the monthly global commentary summarizing the key themes, variances, and actional insights • Prepare and lead the Monthly Operating Review presentation to senior leadership • Oversee and manage the global budgeting process and the monthly/quarterly forecasting processes, ensuring accuracy and alignment with ReSource Pro strategy. • Direct the overall five-year planning process, collaborating with business leaders and Business Segment Finance to develop long-term plans • Build and prepare high-quality presentations for executive leadership and the Board of Directors across monthly, annual, and strategic planning cycles; Ensure accuracy, clarity, and timeliness of all reports and presentations • Identify risk, opportunities, and key action items throughout the planning cycle • Provide corporate-wide financial analysis and metrics to support global strategic initiatives; Partner with executive leadership to track performance against strategic goals • Lead and participate in ad hoc projects requiring deep financial and operational analysis; Conduct research and analysis to support strategic decision-making across ReSource Pro • Develop and maintain reporting tools and dashboards for executive use • Establish and oversee a forward-looking technology roadmap for the global FP&A Team; Foster a culture of continuous improvement and digital transformation within the Finance team • Promote the adoption of AI-driven tools, Workday, ERP Systems (Adaptive), and advanced BI platforms (eg., Power BI); • Stay current with industry and technology trends, recommending innovative solutions for finance operations; Guide the team in leveraging emerging technologies to enhance productivity and accuracy • Collaborate cross-functionally with CFO, COO, VP FP&A, and other leaders across the organization, including offshore teams • Lead, mentor, and develop global finance teams to achieve high performance and professional growth; Promote a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity

🎯 Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field • 10-15 years' experience in corporate finance, including 5-8 years' experience in financial planning and analysis (FP&A) • 5-7 years' experience leading a team and managing the work associated within the department • Availability to attend early morning and late night calls with India/China at least 2-3 days per week • Comfortable working within a multi-currency environment • Experience working within a multi-national, global business • Previous insurance or service industry background • High degree of proficiency with MS Office Suite - Excel and PowerPoint are a must • Highest standards of accuracy, precision, and organization • Strong communication and presentation skills with the ability to tailor communication according to your audience.

🏖️ Benefits

• Generous PTO plan with paid holidays + floating holidays • 100% paid Employee Healthcare on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • 401k with employer match, vested on Day 1 • Opportunity to work for a growing, global organization. • Ability to engage with clients and internal partners to make an impact. • Organization-wide focus on growth and development