World Insurance Associates LLC · 2 hours ago
Director of Finance, Financial Services
United States
Full-time
Remote
Lead/Staff
$170K/yr - $180K/yrWorld Investment Advisors is a nationally recognized financial services firm dedicated to providing premier wealth management and retirement plan investment advisory services. The Director of Finance will provide strategic financial leadership and oversight, managing budgeting and forecasting processes while ensuring compliance with regulatory standards to drive the financial health of the organization.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Creating forecasts that get updated on a regular basis (e.g., each month or maybe 1x/quarter)
Running point on creating the budget each year
Building the templates and/or implementing the tools to obtain input from unit leaders, department heads, etc
Loading the data into NetSuite once the budget is complete
Meeting with unit leaders and/or department heads to review their budgets
Provide detailed analysis/write-up on budget vs. actual each month
Review reported results vs. budget to identify variances
Meet with unit leaders and/or department heads to review variances (both positive and negative)
Identify opportunities to either grow revenue or improve margins
Prepare board materials to support Renae/Troy when they meet with the board
Work with accounting to identify ways to improve analytical reporting capabilities
E.g., review results with Controller to identify any data anomalies
Work with colleagues to transition new acquisitions into “standard FPA process” for forecasting and reviewing budget vs. actual
Identify data sources that we can leverage to improve analytical capabilities
Support Accounting team with miscellaneous projects
Participate in the M&A process to help evaluate acquisition targets
Qualification
Required
A Bachelor's degree in accounting, or a Bachelor's degree in business with emphasis in accounting, is required
Degree(s) must be from a credible college or university
Excellent technology and communication skills
Ability to work independently to manage time and prioritize tasks efficiently
Be a motivated self-starter who can make thoughtful, deliberate decisions with minimal assistance
The desire to be an enthusiastic, cooperative team player who is always seeking ways to improve processes
Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
Remote Work Opportunity
Company
World Insurance Associates LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
Founded in 2012
1001-5000 employees
H1B Sponsorship
World Insurance Associates LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Chris Badger
Principal, Gulf States Division Leader
John Cicchelli
Head of Employee Benefits: North America
Recent News
2025-12-16
2025-12-15
2025-11-20
Company data provided by crunchbase