- Manage client portfolio and develop business opportunities.
- Deliver professional, compliant insurance solutions.
- Meet licensing and compliance requirements.
- – Review budgets and financial reports to ensure accuracy and accountability.
- – Advise on cost controls, forecasting, and financial risk management strategies.
- – Provide insights on revenue strategy and participate in quarterly advisory meetings.
- – Directs financial strategy, overseeing budgeting, forecasting, and analytics.
- – Ensures compliance with GAAP, managing multi-entity financial reporting and audits.
- – Leads and develops finance team, optimizing ERP systems and financial practices.