Director of Finance - Remote

Independent Insurance Agents and Brokers of America, Inc.; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Independent Insurance Agents and Brokers of America, Inc. is seeking a Director of Finance to safeguard the association’s financial integrity and oversee day-to-day accounting, including supervision of outsourced staff.

The role reports to the CFO and supports executive leadership with timely, accurate financial information. The ideal candidate has a strong background in accounting principles, financial reporting, and internal controls, with leadership experience.

Qualifications

• Minimum four-year degree in Finance/Accounting.
• CPA preferred.
• 8–10 years accounting experience including supervision of small staff.
• Experience using accounting systems.
• Proficiency in Microsoft Office Products.

Responsibilities

• Support the CFO in providing financial data to the Executive Committee, Board of Directors and senior leaders.
• Manage accounting operations performed by outsourced accountants including AR, AP and monthly close.
• Liaise with for-profit accounting team.
• Prepare and publish accurate and timely monthly financial statements for IIABA and multiple subsidiaries.
• Research and collaborate with outsourced accountants on technical accounting issues for compliance.
• Analyze and communicate results of operations to internal and external stakeholders.
• Lead and/or collaborate on financial system projects.
• Manage year-end audits, working closely with external accounting firm.
• Oversight of tax filings of the Association and its subsidiaries.
• Manage and comply with local, state and federal government reporting requirements.
• Manage cash balances between related entities and disburse funds related to operations.
• Administrator of financial systems - Accounting, Reporting, Planning, Procurement.
• Design and maintain internal control over financial activities.
• Continually improve and document business processes and accounting policies to maintain and strengthen internal controls.
• Enforce expense policies for staff discretionary spend and travel.
• Assist in coordination and direction of budget and planning.
• Timely and successful resolution to staff inquiries and needs.
• Maintain vigilance over all financial transactions and communications to avoid cyber-attack or compromise.
• Report investment activities and review compliance to investment policy.

Skills

Accounting principals

Financial reporting

Leadership

Budgeting

Process improvement

Financial systems

Cross-functional collaboration

Communication

Education

Bachelor's degree in Finance/Accounting

CPA preferred

8-10 years accounting experience

Experience with accounting systems

Microsoft Office proficiency

Job description

We are looking for a Director of Finance to join our team!

At the Big "I" we are passionate about the independent insurance agency channel and the work that we do to assist agents, spread awareness, and advance it. We are customer-focused and always strive for excellence.

The Director of Finance maintains the financial integrity of the Association and its subsidiaries.This position also includes the oversight of all day-to-day accounting operations, as well as the supervision of outsourced accounting team.

Success Factors:

• Thorough knowledge of accounting principles and procedures
• Effective communication of financial information
• Effective leadership and management of finance positions and financial resources
• Maintain accurate and complete processes and procedures
• Effective use and deployment of software and tools to improve efficiency, accuracy and consistency of financial controls and reporting
• Team building within and across all programs
• Ability to prioritize
• Timely and accurate production and communication of financial activity and status

Essential Duties and Responsibilities:

• Support the CFO in providing financial data to the Executive Committee, Board of Directors and senior leaders of the Association
• Manage accounting operations performed by outsourced accountants including AR, AP and monthly close
• Liaise with for-profit accounting team
• Prepare and publish accurate and timely monthly financial statements for IIABA and multiple subsidiaries
• Research and collaborate with outsourced accountants on technical accounting issues for compliance
• Analyze and communicate results of operations to internal and external stakeholders
• Lead and/or collaborate on financial system projects
• Manage year-end audits, working closely with external accounting firm
• Oversight of tax filings of the Association and its subsidiaries
• Manage and comply with local, state and federal government reporting requirements
• Manage cash balances between related entities and disburse funds related to operations
• Administrator of financial systems - Accounting, Reporting, Planning, Procurement
• Design and maintain internal control over financial activities
• Continually improve and document business processes and accounting policies to maintain and strengthen internal controls
• Enforce expense policies for staff discretionary spend and travel
• Assist in coordination and direction of budget and planning
• Timely and successful resolution to staff inquiries and needs
• Maintain vigilance over all financial transactions and communications to avoid cyber-attack or compromise
• Report investment activities and review compliance to investment policy

Additional Duties and Responsibilities:

• Updated knowledge of Generally Accepted Accounting Principles
• Maintain relationships with bank, investments, outside accounting professionals, and regulatory agencies/bodies

Education and professional Requirements:

• Minimum four-year Degree in Finance/Accounting
• CPA preferred
• Minimum 8-10 years accounting experience, including supervision of small staff
• Experience using accounting systems
• Proficiency in Microsoft Office Products
• Highly organized, with experience in handling multiple projects simultaneously