Director, Financial Systems Projects

Core Specialty Insurance Services, Inc.; Cincinnati (OH); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401(k) with company match

Job summary

Core Specialty Insurance Services, Inc. seeks a Director, Financial Systems Projects to lead planning and delivery of finance technology initiatives, including Workday, across finance operations.

This role acts as the primary liaison between business and technical teams, drives testing and validation, and ensures internal controls. CPA and at least 5 years in insurance accounting are expected, with hybrid work options.

Qualifications

• CPA required; Bachelor’s degree in accounting.
• Experience in insurance accounting or reporting (P&C preferred).
• Strong collaboration across business and technical teams.

Responsibilities

• Lead planning, prioritization, and delivery of complex, time-sensitive finance technology initiatives.
• Oversee Workday initiatives and cross-functional stakeholder alignment.
• Establish milestones, manage risks, and adjust plans for timely delivery.
• Direct project testing, validation, and internal controls for finance systems.

Skills

Workday

Financial systems leadership

Project management

Stakeholder communication

Financial accounting

Education

CPA

Bachelor’s degree in accounting

Master’s degree in accounting

Tools

Workday

ERP systems

Job description

- The Director, Financial Systems Projects leads the planning, prioritization, and delivery of finance technology initiatives and operational activities. Acting as the primary liaison between business and technical teams, the Director oversees and contributes to complex, time-sensitive projects involving Workday and other systems that support financial accounting and reporting. The role also directs project testing and validation and oversees internal controls for ongoing operations.

Key Accountabilities/Deliverables:

• Leads the planning, prioritization, and delivery of complex, time-sensitive finance technology initiatives.
• Oversees and contributes to Workday initiatives that support Finance and cross-functional stakeholders.
• Establishes and monitors project milestones, dependencies, risks, and issues; adjusts plans and stakeholder expectations as needed to maintain delivery.
• Directs project testing and validation and oversees the design and effectiveness of internal controls supporting ongoing financial system operations.

Technical Knowledge and Understanding:

• Advanced knowledge of financial system operations and finance technology platforms, with Workday experience preferred.
• Strong understanding of financial accounting and reporting processes, preferably within the property and casualty insurance industry.
• Knowledge of financial systems implementation, transformation, and integration Ability to translate business needs into system requirements Knowledge of testing and validation practices, including planning, execution, and issue resolution.
• Strong analytical and problem-solving skills Ability to collaborate across business and technical teams, influence stakeholders, and communicate complex information clearly.

Experience:

• CPA required Bachelor’s degree in accounting required; alternatively, a master’s degree in accounting is acceptable when paired with a bachelor’s degree in a related field.
• At least 5 years of insurance accounting or reporting experience required, preferably within P&C Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over work authorization sponsorship now or in the future for this position.

#LI-Hybrid - At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement.

• We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program.

Core Specialty offers a diversified range of property and casualty insurance products for small to mid-sized businesses.

From underwriting offices spanning the U.S., the Company focuses on niche markets, local distribution, and superior underwriting knowledge, offering traditional as well as innovative insurance solutions to meet the needs of its customers and brokers.

For further information about Core Specialty, please visit www.corespecialtyinsurance.com.

In compliance with the Transparency in Coverage rule, issued in 2020 by US Departments of Health, Human Services, Labor and Treasury our health plan’s machine-readable files (MRFs) can be accessed via www.Cigna.com.