Assistant Vice President – Financial Operations

Join our growing MGA client! We’re seeking a motivated professional as a Assistant Vice President – Financial Operations with precision and speed! 

What You'll Do:

• Partner with the CFO to drive financial strategy and operational performance.

• Lead operational finance initiatives across Accounting, Operations, Underwriting, Sales, and Customer Service.

• Oversee the Accounts Payable team, vendor payments, and internal controls.

• Analyze financial performance, KPIs, and operational trends to improve profitability and efficiency.

• Develop budgets, forecasts, financial models, and executive reporting.

• Lead process improvements, automation, and cross-functional strategic initiatives.

• Strengthen financial controls, support audits, and ensure regulatory compliance.

What We're Looking For:

• Bachelor's degree in Accounting, Finance, Business, or a related field.

• Experience in operational finance within a wholesale insurance, MGA, wholesale brokerage, or P&C insurance environment.

• Strong knowledge of insurance accounting, financial analysis, budgeting, and forecasting.

• Proven leadership experience managing cross-functional teams and process improvement initiatives.

• Advanced Excel, financial modeling, and KPI reporting skills.

• Excellent analytical, communication, project management, and problem-solving abilities.

• Experience with premium accounting, business intelligence tools, and operational reporting is a plus.