Senior Vice President of Finance - AssuredPartners

Keenan is seeking an experienced Senior Vice President of Finance to join our team at the Torrance, CA office. This leadership role will oversee the Payroll, Accounts Payable, and Accounts Receivable functions within the Accounting Department, while holding ultimate responsibility for managing the company's general ledger and financial statements.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

• Assumes responsibility for the month end close process and the timely and accurate reporting of Keenan financial results to the Keenan Leadership Team.
• Preparation of requested information/analyses for Leadership and Upper Management on an as needed basis.
• Provide the leadership team with advice on financial implications of business activities and provide recommendations to strategically enhance financial performance and business opportunities.
• Ensure favorable and unfavorable financial results are communicated in a timely manner.
• Establish and maintain strong relationships with the platform leadership team by department and/or functional area as appropriate to understand their needs and to support their initiatives. Demonstrate understanding of the structure and mechanics of each of Keenan’s P&L, WC, and Benefits.
• Be responsible for the operation of A/R, A/P, Payroll Department, Setech, Client Svcs Accounting, and PCA Departments.
• Demonstrate detailed understanding of the Keenan Company Structure and relevant operations.
• Understand and Provide signoffs for all pricing company-wide.
• Chief signer – (Agreements/Bank Accounts/Checks/Wires).
• Integral participation within the Keenan Compensation Committee.
• Familiarity with all Keenan products and the underlying client and exposure detail of each.
• Review and supervise preparation of the monthly, quarterly, and annual reporting package prior to submission for CEO, COO Agency President, and Regional CFO Review.
• Significant involvement in the preparation of the Annual Budget by functional department/office.
• Monthly forecasting and ongoing monitoring and revision of all numbers and communication to various levels of management.
• Manage the annual external audit and internal audit as required.
• Ensures effective internal controls are implemented through the timely and accurate reporting of monthly consolidated financial results and supported through an effective well coordinated Internal Control structure that is in line with goals for IPO Readiness and appropriate for internal control testing by either the Audit firm or a representative (Internal Audit / Protiviti).
• Manage all State and local tax forms and submissions independently or in coordination with Corporate Tax as required.
• Monitor and review all Captive (Meritage) transactions – (Reserves/Claim payments/expenses/Investments/Investment Reporting) – Reporting and Audit (Calendar/Fiscal).
• Develop a detailed understanding of the Production Process and the rules specific to each business type. Review and provide approval for Production bonuses, and other employee bonuses throughout the year.
• Coordination of information requests of the Accounting Department from other departments within the company and Corporate as necessary.
• Other duties as assigned.

• Bachelor’s degree in Finance or Accounting required; Master's degree preferred.
• CPA is required.
• Minimum of five (5) years of accounting, FP&A and/or corporate finance experience, including supervisory experience is required.
• Working knowledge of Microsoft Office Suite is essential. Experience with a G/L or Accounting package is required. Workday experience is a plus. 

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

Compensation:

The target salary range for this position is up to $225,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Remote work environment flexibility.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!