Finance Director

Carolina Casualty (a Berkley Company); Jacksonville (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health, Dental, Vision

Life, Disability

Wellness

Paid Time Off

401(k) and Profit‑Sharing

Job summary

Carolina Casualty, a Berkley Company, in Jacksonville, FL, seeks a Finance Director to lead FP&A for its Property & Casualty insurance lines, combining forecasting, budgeting, GL oversight, and analytics to improve financial decision-making.

The role partners with Actuarial, Underwriting, and Data teams to build driver-based models and dashboards using Power BI, SQL, Python, and Excel, while driving profitability and cost management.

Qualifications

• 10+ years of FP&A, finance, or accounting experience.
• Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with P&C experience preferred.
• Proven experience in forecasting, budgeting, and variance analysis.
• Solid understanding of general ledger structures and financial reporting.

Responsibilities

• Lead the annual budgeting process and periodic forecasting cycles for P&C lines of business.
• Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses.
• Analyze variances between actuals, forecasts, and plan; communicate drivers and risks.
• Partner with business leaders to provide financial insights that support strategic planning.

Skills

FP&A

Forecasting

Budgeting

Finance

Accounting

Data Analytics

Power BI

SQL

Python

Excel

Education

Bachelor’s degree in Finance or Accounting

MBA preferred

CPA/CFA preferred or in progress

Tools

Power BI

SQL

Excel

Python

Job description

Company Details

Carolina Casualty is a member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo and other insurance solutions for the commercial auto markets including trucking, public transportation and others.

Responsibilities

The company is an equal opportunity employer.

We are seeking a Finance Director to support financial planning and analysis (FP&A) within our Property & Casualty (P&C) insurance business. This role combines core finance responsibilities—forecasting, budgeting, and general ledger oversight—with advanced data and analytics capabilities to drive actionable insights and improve financial decision‑making. The ideal candidate will act as a bridge between Finance, Actuarial, and Data teams to ensure alignment across financial results, operational drivers, and analytical outputs.

Key Functions / Duties Of Position

Financial Planning & Analysis (FP&A)

• Lead the annual budgeting process and periodic forecasting cycles (monthly/quarterly) for P&C lines of business
• Develop driver‑based financial models incorporating premiums, claims, loss ratios, and expenses
• Analyze variances between actuals, forecasts, and plan; clearly communicate drivers and risks
• Partner with business leaders to provide financial insights that support strategic planning

General Ledger & Financial Close Support

• Support close processes by reconciling financial results with underlying operational and actuarial data
• Perform general ledger “tie‑outs” and ensure accuracy of financial reporting
• Investigate discrepancies across systems (policy admin, claims, finance) and resolve issues
• Collaborate with Accounting to ensure proper treatment of insurance‑specific transactions (e.g., reserves, premium recognition)

Data & Analytics Integration

• Act as a key liaison between Finance and Data/Analytics teams
• Translate business and finance requirements into data models, dashboards, and reporting solutions
• Utilize data tools (e.g., Power BI, SQL, Excel, Python) to automate reporting and generate insights
• Enhance data governance and ensure consistency across financial and operational metrics

Business Partnering

• Work closely with Actuarial, Underwriting, and Claims teams to understand business drivers
• Provide insights on profitability, loss trends, and expense management
• Support decision‑making on pricing, product performance, and cost optimization

Education Requirement

• Bachelor’s degree in Finance or Accounting

Qualifications

• 10+ years of experience in FP&A, finance, or accounting
• Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with PNC experience preferred
• Proven experience in forecasting, budgeting, and variance analysis
• Solid understanding of general ledger structures and financial reporting

Preferred

• Experience working with actuarial or insurance data sets
• Advanced Excel skills; familiarity with data tools (Power BI, Tableau, SQL, Python)
• Advanced degree (MBA or Master’s) in Finance, Accounting, or Business strongly preferred
• CPA, CFA, preferred or in progress toward certification

Working Conditions and Physical Requirements

Normal office conditions

Additional Company Details

The company offers a competitive compensation plan and robust benefits package for full‑time regular employees, which for this role include:

• Base Salary Range: $110,000 - $170,000
• Eligible to participate in annual discretionary bonus.
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit‑Sharing plans.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role