AVP, Financial Reporting & Process Lead

The Financial Reporting and Process Lead will be responsible for enhancing operational efficiencies, documenting and standardizing processes, and ensuring quality control for financial reporting within the group. This role manages the financial planning and reporting process in collaboration with finance, operations, and data analytics teams to drive continuous improvement, process automation, and compliance with internal controls and policies. The AVP will contribute to the success of the organization by implementing best practices and improving the accuracy and timeliness of financial reporting.

Key Responsibilities:

Financial Planning & Analysis:

• Works closely with senior management to develop financial plans, budgets, and forecasts for three legal entities with GWP totaling over $5B.
• Analyze and communicate financial results, key performance indicators, and industry trends for strategic decision-making.

Financial Reporting:

• Manage monthly, quarterly, yearly reporting submissions including oversight of Internal Reinsurance Reporting, Intercompany Eliminations, Capital Models, and Cashflow Reconciliations
• Identify efficiency gaps and implement automation tools and best practices to ensure accurate and timely reporting.
• Monitor operational statistics, report variances, communicate issues and take appropriate action with relevant parties.
• Deliver insight, provide consistent and accurate data including effective visualization to senior and executive management for strategic and tactical decision-making.

Controls and Compliance:

• Establish and maintain internal controls to ensure compliance with regulatory requirements.
• Ensure integrity of financial reporting and internal controls.
• Collaborate with various teams to define and manage Blackline reconciliations process.
• Identify and develop solutions for potential risk exposure.

Team Leadership:

• Mentor, lead, and guide team to develop professional acumen and growth.
• Foster collaboration, innovation and strategic decision-making ensuring a high-performance culture.

Business Partnering & Reporting Enhancement:

• Partner with GT finance leaders, including FP&A, Controllership, and Operations, to enhance financial reporting accuracy and consistency.
• Develop and refine key performance indicators (KPIs) to improve financial visibility and decision-making.
• Collaborate with Business Intelligence (BI) teams to design and implement data visualization tools for streamlined reporting and analysis.
• Ensure timely and insightful communication of financial performance to stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (Master’s preferred).
• 7+ years of experience in finance, operations, or process optimization within the insurance or financial services industry.
• Strong understanding of financial controls, compliance, and governance standards.
• Expertise in financial systems and reporting tools (e.g., TM1, QlikSense, Power BI).
• Excellent analytical, problem-solving, and project management skills.
• Strong written and verbal communication skills, with the ability to present insights effectively to leadership.
• Experience in managing cross-functional projects and influencing change in a matrixed environment.
• Proven experience in financial process improvement, automation, and reporting enhancements.

This role is ideal for a strategic thinker with a passion for driving operational excellence, improving reporting quality, and enhancing business processes to support financial decision-making. Applicant must have a strong knowledge of financial modeling, and expertise with GAAP accounting guidelines.