Director of Finance & Administration

The Director of Finance & Administration reports to the President and CEO and is responsible for overseeing all Financial Operations, Strategic Planning and Administrative duties as well as providing Financial Leadership to the Executive Team.

Salary Range: $125,000 – $135,000 per year

Responsibilities

Finance

Manage a team of 2 Accountants.
Responsible for all Financial Operations including Financial Statement Preparation and Analysis, Budgeting, Forecasting, Cash Flow, Debt Management, Taxes, Payroll, 401k, Accounts Receivable, Accounts Payable, Fixed Assets, Account Reconciliations, Bank Reconciliations and Year-End Audit.
Prepare financial reports monthly, quarterly and annually for both internal and external purposes.
Manage relationships with CPA firm, Bank, Vendors and Department Heads.
Involved with Strategic Planning for the company’s business objectives and growth plans.
Participate on the Executive Leadership Team.
Ensure compliance with GAAP accounting standards and regulatory requirements.
Optimize the allocation of resources to maximize efficiency and profitability.
Stay informed about industry regulations and ensure the firm’s compliance with all relevant financial and insurance regulations. Establish and maintain relationships with regulators as needed.
Foster a culture of accountability, transparency, excellence, collaboration and continuous improvement.

Administration

Responsible for Human Resource issues relating to administrating the company’s 401k plan, Employee Benefits for Health, Dental, Vision, Life, PFML, LTD, FSA and PTO records and Employee Personnel Files.

Skills

Knowledge of insurance accounting standards and regulatory requirements.
Excellent analytical, strategic planning, decision making and problem-solving skills.
Strong leadership and team management skills.
Exceptional communication and interpersonal abilities.
Organizational and time management skills.
Ability to work well as part of a team.
Attention to detail and commitment to excellence.
Honesty and solid Business Ethics.
Ability to Multi-task and meet a constant stream of deadlines.

Education & Experience

Bachelor’s degree in Accounting or Finance (MBA and/or CPA preferred).
Minimum 7-10 years’ experience in financial management and general accounting.
Proven experience in financial leadership roles.
Understanding of financial and accounting standards and regulations.
Strong financial analysis with the ability to communicate with executives.
Advanced knowledge of Microsoft Excel.

IMA offers a competitive salary & benefit package. Qualified candidates are encouraged to email their resume to careers@imaagency.com

We are a well established insurance agency with offices in Worcester and Burlington. We are an Equal Employment Opportunity Employer.