Note: The job is a remote job and is open to candidates in USA. Atsali Search is partnering with a fast-growing, private equity-backed insurance company to hire a Finance Manager. The role supports budgeting, forecasting, financial reporting, strategic analysis, board materials, and the evaluation of acquisition opportunities while providing data-driven insights to senior executives and operating leaders.
Responsibilities
- Partner with senior executives and operating-company leaders on annual budgeting and monthly forecasting
- Develop and maintain detailed financial models, forecasts, business plans, and management reports
- Build a strong understanding of revenue, expenses, operating drivers, headcount, capital investments, and other factors affecting business performance
- Analyze financial and operational results and translate findings into actionable recommendations
- Prepare monthly reporting and executive-level presentations to support business decisions
- Build business cases and perform ad hoc analysis related to growth initiatives, investments, optimization opportunities, and strategic planning
- Evaluate potential acquisitions and other expansion opportunities through financial modeling, underwriting, and pro forma analysis
- Assist in preparing board-level and investor-facing materials related to company performance, M&A, and capital initiatives
- Help improve FP&A processes, reporting tools, models, and data visualization capabilities
- Collaborate with operating leaders to provide practical, data-driven insights that improve decision-making
Skills
- Bachelor's degree in finance, accounting, economics, or a related field
- Approximately 3–5+ years of relevant experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related environment
- Advanced Excel and PowerPoint skills, including significant financial modeling experience
- Strong analytical and problem-solving abilities with exceptional attention to detail
- Ability to work with speed, accuracy, and urgency in a fast-paced environment
- Excellent written and verbal communication skills
- Ability to turn complex analysis into concise, decision-oriented presentations
- Exposure to M&A, acquisition modeling, or transaction analysis is a plus
- Experience with Tableau, Power BI, or similar analytical and visualization tools is a plus
- Property and casualty insurance experience is preferred but not required
Benefits
- Performance-based bonus
- Comprehensive benefits package
- 401(k) plan with company match
- Flexible hybrid or remote work environment
- Collaborative, inclusive, and high-performing culture
Company Overview