Financial & Investment Services Supervisor

Published July 23rd, 2025

HYBRID nd 37.5 hour work week!

RESPONSIBILITIES

  • Provide supervision and leadership within the department for assigned accounting, financial and treasury functions and projects.
  • Act as project leader on strategic initiative teams established within the department and across the organization. Represents F&IS in cross functional company initiatives. 
  • Monitor, research and define new or amended GAAP/NAIC regulations and develop and coordinate system changes as required as well as provide any necessary training.
  • Establish, modify, document, and coordinate the implementation of accounting procedures and controls. Review and maintain existing processes and procedures to ensure content and accuracy.
  • Represent F&IS at meetings related to area of expertise. Prepare, gather and present material; develop meeting agendas, clearly document decisions, and communicate with staff.
  • Provide supervision and oversight for the preparation, coordination, and documentation of more complex financial analysis projects such as the general ledger upgrades, new software review, and coordinating insurance operation systems (policy administration and claims) with the general ledger. Includes researching, analyzing and resolving issues.
  • Provide leadership for analysts performing financial and business-related projects.

REQUIREMENTS

  • Bachelor’s degree from a four-year university majoring in Accounting or Finance is preferred.
  • Advanced degree or CPA preferred.
  • 6 or more years of accounting, financial, and operational experience required. 
  • Supervisory experience required.
  • Insurance industry experience
  • Proficient in the use of Microsoft Office productivity tools (e.g. Outlook, Word, Excel) and automated accounting systems.
  • Ability to coordinate system upgrades/conversions; and understand interfaces between accounting software and external sources.
  • Effective problem-solving skills, including ability to analyze complex issues, find the root
  • cause of the problem and consider a wide range of alternatives before acting.
  • Demonstrate strong verbal and written communication skills, including the ability to
  • effectively present information and respond to questions from groups or individuals.
  • Ability to multi-task and demonstrate flexibility while maintaining attention to detail.
  • Ability to work independently and interact professionally and effectively within a team.
  • Provide leadership by example through feedback and input in group meetings and discussions.
  • Demonstrate excellent organizational and customer service skills.

 

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