Finance Manager @ Gifford Carr Insurance

Learn more about this exciting opportunity

Significant Opportunity

You will serve as the primary engine of the firm’s financial operations, overseeing the daily execution of the premium financial lifecycle, including billing, complex collections, and the management of financing contracts.

Critical Role

A critical early priority of this role is to clear existing reporting bottlenecks, and establish a consistent, predictable month-end close process to properly serve the leadership and external stakeholders.

Key Position

Beyond managing the general ledger, you will act as a key analytical partner, providing daily cash flow visibility and leading high-level initiatives such as the transition of financial institutions and supporting the operational launch of a new financing business unit.

Finance Manager @ Gifford Carr Insurance

Company: Gifford Carr Insurance

Position: Finance Manager

Gifford Carr is a premier insurance brokerage and a prominent leader in the risk management space, dedicated to providing tailored insurance solutions for both commercial and personal clients. Founded on a commitment to service excellence, the firm has built a reputation for identifying high-value opportunities and delivering expert guidance within the insurance industry.

The organization is currently entering a significant new phase of growth and portfolio expansion. Operating as a vertically integrated partner to its clients, Gifford Carr is actively investing in innovation and operational excellence to strengthen its footprint across North America. To assist with the growing needs within the finance department, Gifford Carr is looking for a Finance Manager to oversee the various aspects of their complex financial reporting and accounting needs.

Compensation: $100,000 – $120,000

We use AI-powered tools (such as Fathom, Gemini, and Monica) to support certain administrative aspects of our recruitment process, such as interview note-taking, transcription, and summarization. These tools are used to improve efficiency and consistency. All AI-generated outputs are reviewed by a qualified recruiting professional, and all hiring decisions are made by humans. We do not use AI for selection purposes but do utilize AI powered search functions (Microsoft/Google) to help identify candidates on behalf of our clients.

Skills & Experience

CPA Candidate

This opportunity is best suited for a CPA- candidate or recently CPA-designated professional who thrives in a high-energy, entrepreneurial environment.

Leader

You are a pragmatic, hands-on leader who is equally comfortable performing deep-dive general ledger analysis as you are navigating the rhythms of the insurance industry.

Professional

Cultural fit is paramount; as a vital member of the Business Operations business unit, you view Gifford Carr as your primary client and take pride in delivering a high degree of integrity and professionalism.

Experience

As the ideal candidate, you bring 1–3 years of experience in financial analysis, revenue operations, or billing, with a proven ability to manage multiple moving pieces within a fast-paced business.

Assertive

You lead with an assertive personality and a polished demeanor, ensuring that every interaction reflects a sincere dedication to excellence.

Trust-Worthy

You are someone who builds trust naturally but is not afraid to seek clarity from stakeholders to ensure total data accuracy.

Summary of the Role

Reporting directly to the VP of Business Operations, the Finance Manager is a high-impact position with a dual mandate of technical oversight and operational execution. You will serve as the primary engine of the firm’s financial operations, overseeing the daily execution of the premium financial lifecycle, including billing, complex collections, and the management of financing contracts. A critical early priority of this role is to clear existing reporting bottlenecks, and establish a consistent, predictable month-end close process to properly serve the leadership and external stakeholders.

This role is designed for a system-builder who can bridge the gap between technical financial reporting and business strategy. Beyond managing the general ledger, you will act as a key analytical partner, providing daily cash flow visibility and leading high-level initiatives such as the transition of financial institutions and supporting the operational launch of a new financing business unit.

 

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Thank you for your application for this opportunity. Due to the high number of applications we receive, we will only be contacting those that are under consideration for the role.