Director, Corporate Finance

Are you motivated by the challenge of aligning finance with long-term business vision? Do you love the process of turning financial complexity into clarity for stakeholders?

Come Join ReSource Pro!

Your role...
As the Director, Corporate Finance at ReSource Pro, you will be responsible for leading the global financial planning and reporting processes including month end reporting and variance analysis, monthly/quarterly forecasts, and the annual budgeting process. You will provide high-level financial insights to executive leadership and private equity stakeholders, drive corporate-wide analytics to support strategy, and ensure the finance team is leveraging technology and advanced tools to improve efficiency and accuracy. The Director partners cross-functionally, manages global teams, and contributes to the overall financial and strategic success of ReSource Pro.

We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 6 months you will...

• Lead the monthly consolidation of global financial results, including the analysis of material variances to budget and forecast; Collaborate with Business Segment Finance to prepare the monthly global commentary summarizing the key themes, variances, and actional insights; Prepare and lead the Monthly Operating Review presentation to senior leadership
• Oversee and manage the global budgeting process and the monthly/quarterly forecasting processes, ensuring accuracy and alignment with ReSource Pro strategy.
• Direct the overall five-year planning process, collaborating with business leaders and Business Segment Finance to develop long-term plans
• Build and prepare high-quality presentations for executive leadership and the Board of Directors across monthly, annual, and strategic planning cycles; Ensure accuracy, clarity, and timeliness of all reports and presentations; Identify risk, opportunities, and key action items throughout the planning cycle
• Provide corporate-wide financial analysis and metrics to support global strategic initiatives; Partner with executive leadership to track performance against strategic goals
• Lead and participate in ad hoc projects requiring deep financial and operational analysis; Conduct research and analysis to support strategic decision-making across ReSource Pro
• Develop and maintain reporting tools and dashboards for executive use
• Establish and oversee a forward-looking technology roadmap for the global FP&A Team; Foster a culture of continuous improvement and digital transformation within the Finance team
• Promote the adoption of AI-driven tool, Workday, ERP Systems (Adaptive), and advanced BI platforms (eg., Power BI); Stay current with industry and technology trends, recommending innovative solutions for finance operations; Guide the team in leveraging emerging technologies to enhance productivity and accuracy
• Collaborate cross-functionally with CFO, COO, VP FP&A, and other leaders across the organization, including offshore teams
• Lead, mentor, and develop global finance teams to achieve high performance and professional growth; Promote a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity

What you need to be successful…

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field
• 10-15 years' experience in corporate finance, including 5-8 years' experience in financial planning and analysis (FP&A)
• 5-7 years' experience leading a team and managing the work associated within the department
• Availability to attend early morning and late night calls with India/China at least 2-3 days per week
• Comfortable working within a multi-currency environment
• Experience working within a multi-national, global business ; Previous insurance or service industry background
• High degree of proficiency with MS Office Suite - Excel and PowerPoint are a must
• Highest standards of accuracy, precision, and organization ; Strong communication and presentation skills with the ability to tailor communication according to your audience

Your Benefits & Perks...

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Opportunity to work for a growing, global organization.
• Ability to engage with clients and internal partners to make an impact.
• Organization-wide focus on growth and development

Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $116,520 - $197,520 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Interview Process:
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:

1. Behavioral Interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager Interview with VP, FP&A
4. Interview with CFO
5. Business Case

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.