Corporate Finance Manager

Finance Manager Hybrid / Remote Overview Our client is a rapidly growing, private equity-backed insurance platform expanding through organic growth, strategic acquisitions, and business development initiatives. This high-impact Finance Manager position offers direct exposure to executive leadership, board-level reporting, corporate strategy, FP&A, and M&A activities. As the organization continues to scale across multiple operating companies, the Finance Manager will play a critical role in financial planning, budgeting, forecasting, financial modeling, strategic analysis, and business performance management. This is an excellent opportunity for a finance professional seeking visibility, career growth, and the ability to influence key business decisions in a fast-paced insurance environment. The Role The Finance Manager will partner closely with executive leadership and business leaders to support corporate finance, FP&A, strategic planning, budgeting, forecasting, and transaction-related initiatives. This individual will transform complex financial and operational data into actionable business insights that support executive decision-making, board reporting, value creation, and long-term growth strategies. The position offers broad exposure to: Financial Planning & Analysis (FP&A) Corporate Finance Financial Modeling Strategic Finance Mergers & Acquisitions (M&A) Business Intelligence & Data Analytics Executive and Board-Level Reporting Key Responsibilities Lead annual budgeting, monthly forecasting, and long-range financial planning processes across multiple operating companies. Build and maintain complex financial models, scenario analyses, and forecasting tools to support strategic decision-making. Partner with executive leadership to analyze revenue growth, operating expenses, profitability, capital allocation, and workforce planning. Prepare executive dashboards, KPI reporting, management reporting packages, and board presentations. Deliver actionable financial insights that drive business performance and strategic initiatives. Support corporate development, M&A analysis, investment evaluations, and business case development. Evaluate growth opportunities, operational improvements, and value creation initiatives through data-driven financial analysis. Improve FP&A processes, reporting frameworks, forecasting methodologies, and financial planning tools. Collaborate with finance, operations, and senior leadership teams to support company-wide strategic objectives. Translate complex financial data into clear recommendations for executive stakeholders. Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5 years of experience in Finance, FP&A, Corporate Finance, Financial Analysis, Investment Banking, Consulting, Private Equity, Accounting, or a related analytical role. Advanced Excel and PowerPoint skills with strong expertise in financial modeling, forecasting, budgeting, and business analysis. Experience creating executive presentations, board materials, KPI dashboards, and management reporting packages. Strong analytical, quantitative, and problem-solving abilities with exceptional attention to detail. Ability to thrive in high-growth, fast-paced environments with competing priorities. Excellent communication skills with the ability to present financial insights to senior leadership and non-financial stakeholders. Experience with Power BI, Tableau, or other business intelligence and data visualization tools preferred. Insurance experience within P&C, specialty insurance, carriers, MGAs, brokers, or reinsurance organizations is a plus. Proven ability to work directly with executive leadership, investors, and cross-functional teams. Why Consider This Opportunity? Hybrid/remote flexibility High visibility with executive leadership and private equity stakeholders Exposure to FP&A, corporate finance, strategic planning, and M&A Opportunity to influence company-wide business decisions Join a rapidly growing insurance organization during a significant period of expansion and value creation If you have finance and insurance experience, don't hesitate to reach out!