Corporate Finance Manager

Smith & Wilkinson; United States; On-site; USD 110,000 - 170,000; Full time

Job summary

Smith & Wilkinson is seeking a Corporate Finance Manager to work closely with the CEO and MGA leaders across budgeting, forecasting, management reporting, strategic analysis, and M&A. You will build robust financial models and business cases to support senior leadership decisions.

Candidates should have 5+ years in property & casualty insurance or private equity, with advanced Excel, PowerPoint, Power BI, and strong communication skills, enabling clear Board-ready presentations and actionable

Qualifications

• At least 5 years of experience in property & casualty insurance or private equity.

Responsibilities

• Budgeting, forecasting, and management reporting across the organization.
• Strategic analysis, including evaluation of acquisitions and de novo team lift-outs.
• Build financial models and business cases; translate data into actionable recommendations and Board-level presentations.

Skills

Financial modeling

Excel

PowerPoint

Power BI

Communication

Tools

Excel

PowerPoint

Power BI

Job description

Our client, a fast-growing, private equity-backed specialty insurance MGA platform, is seeking a Corporate Finance Manager to work closely with the C-suite and MGA leaders across budgeting, forecasting, management reporting, strategic analysis, and M&A. The role will build financial models and business cases, analyze performance and key revenue and expense drivers, evaluate acquisitions and de novo team lift-outs, and translate complex data into actionable recommendations and Board-level presentations.

Candidates must have at least 5 years of experience within the property & casualty insurance industry or private equity, along with exceptional financial modeling, Excel, PowerPoint, Power BI, and communication skills. This is an excellent opportunity for an up-and-coming entrepreneurial finance professional to gain direct exposure to senior leadership and play an important role in the continued growth of a highly acquisitive MGA platform.