Director of Enterprise Finance

Job Description: A leading workers’ compensation insurer is seeking a Director of Enterprise Finance. This is a unique opportunity to step into a highly visible, build-and-shape leadership role, and this leader will transform finance into a true strategic engine for the business. The Director of Enterprise Finance will architect and lead a newly centralized function, partnering closely with executive leadership to connect day-to-day operations with long-term enterprise strategy across both the insurance carrier and MGA subsidiaries. In addition, they will own the end-to-end forecasting and modeling landscape, guiding decisions through scenario analysis, capital modeling, and M&A support, while still staying close enough to the work to drive real execution. This is a role for someone who enjoys building teams, modernizing tools and insights (including AI-driven capabilities), and influencing high-stakes decisions, all while creating clarity, alignment, and measurable impact across a complex and evolving organization. This is a retained search. Responsibilities: Enterprise Forecasting and Strategic Financial Modeling - Own the annual planning process and multi-year forecasts across the income statement, balance sheet, and cash flow. Develop and maintain strategic models, including ROI, capital deployment, and stress testing, while leading scenario analysis and competitor benchmarking to inform executive and Board decisions. Capital Modeling and Insurance Financial Strategy - Lead complex insurance-specific financial modeling, including AM Best BCAR and statutory-based proformas, ensuring capital strategy is aligned with enterprise risk, growth, and regulatory requirements. Performance Management, KPIs, and Reporting Innovation - Define and track enterprise KPIs, oversee executive incentive programs, and build ROI-driven analyses for key investments. Modernize reporting through AI-enabled tools and self-service capabilities to enhance insight and decision-making. M&A and Corporate Development - Partner with Corporate Strategy to support acquisitions and growth initiatives, building on the successful completion of two transactions in recent years while maintaining an active, acquisitive posture. Lead financial diligence, valuation modeling, and integration planning, and evaluate new opportunities aligned to long-term strategy. Leadership, Communication, and Cross-Functional Partnership - Lead and develop a high-performing team while serving as a key liaison across finance, strategy, accounting, and business units. Deliver high-impact insights and presentations to executive leadership and the Board, fostering alignment, accountability, and collaboration. Requirements: Bachelor’s degree in finance, accounting, economics, or business; MBA, CPA, or CFA (strongly preferred) 10+ years of progressive experience in finance or accounting, ideally within the insurance industry, particularly property and casualty or workers’ compensation Advanced financial modeling expertise with strong Excel skills; experience with ERP systems and insurance-specific reporting tools Demonstrated experience leveraging AI or automation to improve processes and drive operational efficiency Proven ability to manage complex financial models, capital planning, and multi-entity consolidations Strong proficiency with modern financial planning systems and business intelligence tools Solid understanding of Statutory and GAAP accounting, including regulatory distinctions between carriers and MGAs Experience leading change initiatives and guiding cross-functional teams through transformation Ability to translate complex financial data into clear, actionable insights for executive leadership and the Board Salary Range: The anticipated salary range for this position is $201,800 - $212,000. This position is also eligible for an annual performance bonus of up to 25% of base salary, determined by individual goals and company performance metrics. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs. #J-18808-Ljbffr The Jacobson Group