The CFO, West region will have oversight and responsibility for all financial and operational functions within the West region. This position requires the West Regional CFO to participate in the development of financial and accounting strategies, objectives and operating plans to meet business growth and profitability goals. Additionally, the West Regional CFO will be required to manage the financial forecast and budgets to support the attainment of those goals and objectives in a way that is consistent with all legal and regulatory requirements.
The West Regional CFO will liaise with various departments within NFP (accounting, legal, operations, finance, M&A, technology) to ensure proper implementation and integration of regional initiatives, strategy and systems and will work consultatively with NFP West Regional Leadership in providing financial guidance and analytics.
The West Regional CFO will report directly to the CFO of NFP with dotted line reporting to the President of the West Region. The West Regional CFO will have direct oversight and supervisory responsibility of all West region Finance and Operations personnel and will utilize NFP Corporate resources to supportfinance and accounting processes.
Essential Duties and Responsibilities
Bachelors or better in Accounting or related field.
Must be able to accommodate up-to 25% overnight travel.
Must possess personal and business integrity with an energetic style demonstrated by a positive attitude and a strong work ethic.
Must be a well-organized, self-starter who can effectively articulate business plans and deliver results.
Strong interpersonal, employee development, performance management and leadership skills.
Must be able to develop and create excellent planning, budgeting and forecasting tools to drive the profitable growth agenda while leveraging internal and external resources.
Demonstrated ability to identify and evaluate complex business problems and provide well thought out solutions.
Ability to collaborate and develop strong relationships with all levels of personnel within the organization.
Demonstrated ability to learn the business and have a business and customer centric approach to finance and accounting leadership.
Ability to effectively and professionally present financial information to senior management and corporate executives.
Must be able to develop, document and execute detailed budgets and forecasts and to provide financialsupport in the development of business plans.
Strong understanding of the financial management, forecasting, budgeting process and business performance measurement systems.
Must have experience with financial services, business services, professional services, or consulting type firms, insurance industry preferred.
Experience in a continuous improvement, highly collaborative and matrixed organization with the ability to lead process improvement and affect change.
10 years finance and accounting experience in a rapidly growing organization with at least 5 years in a senior managerial position.
Prior experience at the VP or Director Level, with corporate or business unit financial leadership, P&L, and balance sheet responsibility.
Bachelor’s degree in Finance or Accountingrequired
Experience in overseeing the financial aspects of corporate acquisitions is a plus but not required.
Insurance industry, and specifically insurance brokerage with both property and casualty as well as employee benefits financial accounting experiencepreferred.
MBA or CPA a plus.