Alera Group
VP Finance, National Specialty Practices
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Job Description
- Req#: 6707
Lead consolidated financial reporting, forecasting, budgeting, and executive analysis across 12+ business units. Develop financial models, identify trends and opportunities, and drive accuracy, accountability, and data-driven decision-making
Partner with business and sales leaders to optimize performance through financial insights, cost controls, producer compensation management, and ROI analysis. Oversee financial aspects of acquisitions, integrations, and compliance with corporate policies
Build and develop a high-performing finance team, foster collaboration across business units, and create a strategic finance function that supports scalable growth and operational excellence
Bachelor’s degree in Finance, Accounting, or Business required; CPA or MBA preferred
10+ years of progressive finance experience, including 5+ years in senior leadership; background in insurance brokerage, financial services, or professional services strongly preferred
- Proven track record managing multi-unit P&Ls or complex business portfolios
- Deep understanding of commission structures, revenue recognition, and service business economics
- Advanced Excel and financial modeling skills; experience with financial systems and reporting tools
Bachelor’s degree in Finance, Accounting, or Business required; CPA or MBA preferred
10+ years of progressive finance experience, including 5+ years in senior leadership; background in insurance brokerage, financial services, or professional services strongly preferred
- Proven track record managing multi-unit P&Ls or complex business portfolios
- Deep understanding of commission structures, revenue recognition, and service business economics
- Advanced Excel and financial modeling skills; experience with financial systems and reporting tools
Lead consolidated financial reporting, forecasting, budgeting, and executive analysis across 12+ business units. Develop financial models, identify trends and opportunities, and drive accuracy, accountability, and data-driven decision-making
Partner with business and sales leaders to optimize performance through financial insights, cost controls, producer compensation management, and ROI analysis. Oversee financial aspects of acquisitions, integrations, and compliance with corporate policies
Build and develop a high-performing finance team, foster collaboration across business units, and create a strategic finance function that supports scalable growth and operational excellence
OVERVIEW
Alera Group is looking for a VP of Finance, National Specialty Practices.
Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
QUALIFICATIONS
ADDITIONAL INFORMATIONThis job is fully remote.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $175K to 225K per year.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
RemoteAbout the company
Alera Group is an independent national insurance brokerage and wealth management firm made up of 24 like-minded, high-performing, entrepreneurial firms across the United States. We are the nation’s 7th largest privately held employee benefits firm and ...
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