Finance Manager - Millennial Specialty Insurance

Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs.

We have a passion for crafting solutions for the important risks facing individuals and businesses. We offer an expanding suite of products – from fully-digital embedded renters coverage to high-value homeowners insurance to sophisticated commercial coverages, such as cyber liability and habitational property – delivered through agents, brokers, wholesalers and other brand partners.

Our partners and customers count on us to deliver exceptional service through a dedicated team that makes rapid resolutions a priority. We simplify the insurance experience through our advanced technology platform that supports every phase of the policy lifecycle. Bring on your challenges and let us show you how we build insurance better.

The Finance Manager will work closely with Executive Leadership, Finance, & Strategy/Corporate Development teams in support of MSI’s rapid growth. This role provides the opportunity to work directly with (and learn from) senior leaders across BRP and MSI (including MSI’s co-founder and Executive Leadership team).

What You’ll Be Doing:

• Support business segment leaders by working with the Accounting team to help generate monthly and quarterly reports & synthesize insights for discussion with respective teams and partners
• Support the executive leadership team’s efforts by conducting scenario modeling for new initiatives, offering professional insight, and performing any ad hoc requests
• Perform data mining, analytics, and concept development to support executive decision making
• Support oversight of MSI’s budgeting and forecasting process – liaison between Executive Team, Operational Leadership, Accounting, and Finance in developing assumptions, building, reviewing, and presenting budget and ongoing forecast scenarios
• Support MSI’s 5-year strategic model and scenario planning
• Conduct advanced metric reporting to help track strategic initiatives for multiple business segments and provide insights to leadership on initiative progress
• Help lead financial projects and initiatives, such as system implementations, process improvements, and cost optimization efforts
• Foster a collaborative and supportive work environment, encouraging teamwork and knowledge sharing

Education, Experience, Skills and Abilities Requirements:

The ideal candidate will have a demonstrated track record in one of the following: Private Equity, Investment Banking, Corporate FP&A, Management Consulting, or business development for a mature organization. Additional key characteristics include:

• Experience with collaboration across multiple functions (Operations, Accounting, IT, etc.)
• Bachelor's degree in finance, accounting, business administration, or a related field. An advanced degree (e.g., MBA) and/or professional certification (e.g., CFA, CPA) is desirable.
• Insurance Industry background/experience is preferred.
• Experience with financial statement analysis, modeling, and reporting
• Experience with budgeting and forecasting processes, building of new processes, presentation of financial results, and storyboarding
• Proficiency with Microsoft Word, Excel, Access, PowerPoint, and system databases required
• Experience with NetSuite and Adaptive Insights is preferred
• Experience with report development using PowerBI or other visualization tools a plus
• Strong analytical skills, including analysis, data collection, process mapping and troubleshooting for root cause
• Must be detail-oriented and achieve timely results
• Able to interact with various levels of leadership both inside and outside the organization
• Desire to be hands-on and proactive with making organizational improvements where possible
• Travel up to 10% may be required
• Preference to being located in Tampa, FL.

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