Finance Manager — Insurance & Investments

thehivecareers.co

Charlotte Amalie (United States Virgin Islands)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

The Finance Manager role at thehivecareers.co oversees financial operations, budgeting, forecasting, and reporting within an insurance and financial services context. You will manage cash flow, controls, and management analysis to support strategic decision-making.

Ideal candidates have 7–10+ years of finance experience with strong FP&A, investment accounting exposure, advanced Excel and financial modeling skills, and relevant professional qualifications.

Qualifications

  • 7–10+ years of finance experience.
  • Experience in insurance, banking, asset management, investment management, wealth management, or financial services preferred.
  • Strong experience in FP&A, financial reporting, budgeting, forecasting, and financial analysis.
  • Exposure to investment portfolios, investment accounting, capital markets, or treasury is highly desirable.
  • Strong Excel and financial modeling capabilities.
  • Experience with ERP/accounting systems and financial reporting tools.
  • Professional qualification such as ACCA, CA, CPA, CFA, CIMA, MBA Finance, or equivalent preferred.

Responsibilities

  • Manage day-to-day finance and accounting operations.
  • Lead budgeting, forecasting, financial planning, and variance analysis.
  • Prepare monthly, quarterly, and annual financial statements and management reports.
  • Monitor cash flow, liquidity, working capital, and financial performance.
  • Support investment accounting, portfolio valuation, and investment performance reporting.
  • Analyze investment income, expenses, returns, and risk-adjusted performance.
  • Support insurance-related financial reporting, reserves, premiums, claims, and regulatory requirements.
  • Maintain strong financial controls and ensure compliance with accounting policies and regulations.
  • Prepare financial models, business cases, and scenario analyses for management decision-making.
  • Support capital planning, solvency/capital adequacy analysis, and strategic financial initiatives.
  • Liaise with auditors, banks, regulators, investment managers, and other external stakeholders.
  • Identify opportunities for cost optimization and improved financial performance.
  • Lead, supervise, and develop finance team members.
  • Present financial insights and recommendations to senior management.

Skills

FP&A
Financial reporting
Budgeting
Forecasting
Financial analysis
Investment accounting
Excel
Financial modeling

Education

ACCA, CA, CPA, CFA, CIMA, MBA Finance or equivalent

Tools

ERP systems
Accounting software
Financial reporting tools

Job description

Job Summary

The Finance Manager is responsible for managing the organization's financial operations, reporting, budgeting, forecasting, financial controls, and management analysis. In an insurance and investment environment, the role also supports investment accounting, portfolio reporting, capital management, regulatory compliance, and financial risk analysis.

Key Responsibilities

Manage day-to-day finance and accounting operations.

Lead budgeting, forecasting, financial planning, and variance analysis.

Prepare monthly, quarterly, and annual financial statements and management reports.

Monitor cash flow, liquidity, working capital, and financial performance.

Support investment accounting, portfolio valuation, and investment performance reporting.

Analyze investment income, expenses, returns, and risk-adjusted performance.

Support insurance-related financial reporting, reserves, premiums, claims, and regulatory requirements.

Maintain strong financial controls and ensure compliance with accounting policies and regulations.

Prepare financial models, business cases, and scenario analyses for management decision-making.

Support capital planning, solvency/capital adequacy analysis, and strategic financial initiatives.

Liaise with auditors, banks, regulators, investment managers, and other external stakeholders.

Identify opportunities for cost optimization and improved financial performance.

Lead, supervise, and develop finance team members.

Present financial insights and recommendations to senior management.

Ideal Candidate Profile

7–10+ years of finance/accounting experience.

Experience in insurance, banking, asset management, investment management, wealth management, or financial services preferred.

Strong experience in FP&A, financial reporting, budgeting, forecasting, and financial analysis.

Exposure to investment portfolios, investment accounting, capital markets, or treasury is highly desirable.

Strong Excel and financial modeling capabilities.

Experience with ERP/accounting systems and financial reporting tools.

Professional qualification such as ACCA, CA, CPA, CFA, CIMA, MBA Finance, or equivalent preferred.

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