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Regional CFO - Remote

Tulsa, OK


The Regional Chief Financial Officer serves as the primary financial leader providing a proactive and strategic role to the overall management of the region by supporting the Regional Leadership Team. The Regional Chief Financial Officer will have primary day-to-day responsibility for overseeing and directing all financial and accounting related activities within the Region, including financial planning and accounting practices to ensure timely and accurate financial reporting and budgeting practices by performing the following duties personally or through subordinate managers.

What You'll Do:
  • Key member of the Leadership Team.
  • Proactive and strategic role to provide overall management of the region and support the Leadership Team.
  • Oversee and direct all financial and accounting related activities within the Region.
  • Assist with the review and the preparation of the monthly reporting package (Monthly, Quarterly, Annually).
  • Integral part of the Budgeting, FP&A, Reporting, and Internal Control processes.
  • Assumes overall responsibility for the timely and accurate reporting of financial results, including the completion of the monthly REVNET report with variance explanations in compliance with Corporate Accounting standards.
  • Responsible for the timely completion and submission of Quarterly Board of Directors schedules as required.
  • Ensures effective internal controls are implemented and the credibility of the accounting team and the monthly reported consolidated financial results are supported through the timely and accurate completion of tasks.
  • Organizes the accounting department in a manner to ensure the completion, review and approval of assigned tasks during the month end close process to minimize potential financial reporting errors.
  • Serves as the detail reviewer or general reviewer of certain tasks in assigned region as appropriate.
  • Ensures consolidated financial statements are properly reported in compliance with generally accepted accounting principles and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.
  • Ensures non-income tax returns related to property taxes, sales and use tax, abandoned property and surplus lines are properly completed and filed on a timely basis.
  • Coordinates the annual third-party external audit of the Agency’s regional financial statements and third party external and / or internal control audits as appropriate.
  • Partners with the various corporate and other departments within the region as appropriate to understand issues identified during due diligence and integration to ensure a smooth transition of agency acquisitions into existing operations.
  • Ensures post acquisition integration plan is properly implemented and partners with the local accounting representative to respond to questions and ensure policies and procedures are properly implemented.
  • Evaluates subsequent financial performance against the pro forma and follows up on significant variances to ensure agreed upon pro forma adjustments have been properly implemented.
  • Identifies potential opportunities to eliminate non-value-added activities or reduce costs to improve operations.
  • Ensures the working capital adjustment and earn out computation is completed within agreed upon deadlines per the asset purchase agreement.
  • Lead liaison in any treasury integrations for new agencies or conversions of existing agency or regional bank accounts to Corporate approved banking partners.
  • Works closely with Corporate Treasury in managing certain tasks or individuals in assigned region and gathering of information to successfully complete conversions.
  • Leads the annual budgeting process in conjunction with each Regional President. Evaluates the reasonableness of each profit center budget based upon forecasted new and lost business, rate and exposure changes, contingent revenue changes, the elimination of non-recurring revenue, and forecasted changes in people related costs and expenses based on past, present, and expected operations.
  • Prepares updated forecasts for profit centers throughout the year as required.
  • Establish and maintain strong relationships with the regional and agency leadership teams to identify their needs to improve the growth and profitability of the Agency.
  • Performs agency on-site reviews to mentor and train accounting staff and gain a deeper understanding of existing issues.
  • Provide the leadership team with advice on financial implications of business activities and provide recommendations to strategically enhance financial performance and business opportunities.
  • Serves as the liaison between regional and agency leadership, corporate AP and the accounting department.
  • Assumes overall responsibility for the training and development of existing accounting staff.
  • Responds to information requests in a timely manner to ensure customer satisfaction.
  • Ensure favorable and unfavorable financial results are communicated in a timely manner to the appropriate leaders.
Supervisory Responsibilities
  • Carries out supervisory responsibilities in accordance with the Agency’s policies and applicable laws.
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
What You'll Need:
  • BS in Accounting or Finance, MBA and / or CPA highly desirable.
  • 10 or more years in progressively responsible financial leadership roles, preferably in the agency brokerage insurance industry.
  • To perform this job successfully, they will have working knowledge of Microsoft Word and Excel is essential.
  • Proficiency with MS PowerPoint and Outlook a plus.
  • Experience with a G/L or Accounting package is required.


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