Chief Financial Officer
C. Winchell Agency, Inc.
Description : Establish and maintain strong working and reporting relationships with management and peers at parental organizations and affiliated companies. Seek and develop opportunities for investment to facilitate profitable growth in retail insurance brokering and captive reinsurance. Assist HR and the CEO with the acquisition of Brokerage Producer talent. Understand and assist with the development of Producer compensation strategies to incentivize growth. Assist the CEO with development and implementation of business strategies. Align financial goals with the business strategy. Budgeting and Forecasting. Oversee Finance and Accounting Operations. Set the Cash Flow Strategy, as well as Mergers and Acquisition Strategies. Internal Financial Controls. Work with General Counsel on Regulatory compliance matters. Business Continuity Planning (BCP) lead. Special reporting for President and CEO. Financial statement preparation. Oversee the yearly audit. Requirements : Bachelor of Art or Science degree in Business, Management, Finance or related fields from an accredited college/university. Masters Degree or CPA preferred, not required. A minimum 15 years of finance and accounting experience coming from an insurance agency/broker or carrier is required.
Vacancy posted 2 days ago
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