Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself.

We’re looking for people who are continuously growing – from Good to Great, from Great to Elite.

We’re looking for YOU**.**

As VP Financial Planning & Analysis a typical day might include:

Enterprise Financial Planning & Performance Management

• Overseeing and continuously improving the annual budgeting, rolling forecasts, and long range planning, ensuring scalable FP&A processes and governance aligned with a growing national brokerage.
• Building and enhancing scalable FP&A tools, systems, and automation to deliver timely, insightful, and decision ready reporting.
• Developing and maintaining integrated, metric driven financial models covering profitability, producer compensation and incentives, and liquidity planning.
• Delivering executive, Board, and operational reporting, leading monthly and quarterly business reviews that highlight performance drivers, risks, and growth opportunities.
• Partnering with business leaders to strengthen financial literacy, accountability, and performance management across the organization.

Strategy & Growth

• Acting as a strategic partner to the CFO and executive team, supporting five year strategic planning, scenario modeling, and sensitivity analysis.
• Leading FP&A support for mergers, acquisitions, and divestitures, including financial modeling, valuation, and post close integration and synergy tracking.
• Evaluating growth opportunities and strategic initiatives, providing clear financial insight to inform executive decision making.

Bank Reporting, Capital Stewardship & Governance

• Supporting banking relationships and disciplined capital management in a leveraged brokerage environment.
• Overseeing lender reporting, covenant calculations, and variance analysis, ensuring accuracy, timeliness, and compliance with credit agreements.
• Developing forward looking covenant forecasts and stress-testing scenarios, assessing impacts from acquisitions, organic growth, seasonality, and compensation dynamics.
• Partnering with the CFO on proactive covenant risk management, refinancings, amendments, and lender communications.
• Serving as a key finance liaison with lenders, private equity sponsors, and external advisors, translating performance into clear, credible financial narratives.

Financial Discipline

• Ensuring FP&A processes align with internal controls, financial governance, and risk management standards, identifying and addressing control gaps as needed.

Leadership & Capability Building

• Leading, mentoring, and developing a high performing FP&A team, setting a strong standard for analytical rigor, business partnership, and executive credibility.
• Fostering a collaborative, high accountability culture focused on continuous improvement and value creation.
• Serving as a trusted advisor and visible finance leader, demonstrating integrity, transparency, and a values driven leadership approach.

You are passionate about:

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity and taking ownership of your work and actions

You’re outstanding at:

• Building relationships – with clients and colleagues … you are a people person!
• Staying on top of priorities … know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right the first time!
• Managing your time … with deadlines looming, keep your cool, knowing you’ve got this!
• Proactively getting stuff done … follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you!

Must haves:

• Bachelor’s degree in Finance or Accounting (required)
• CPA and/or CFA designation (required)
• Minimum of 10 years of progressive, post-designation experience in financial planning and analysis or related finance roles.
• Minimum of 5 years of experience leading and developing high-performing finance teams.
• Broad business experience across FP&A, budgeting, reporting, strategy, and mergers & acquisitions.
• Experience in the insurance and / or financial services industry considered an asset, including experience supporting bank reporting, covenant compliance, or private‑equity‑backed capital structures in a brokerage, professional services, or financial services environment.

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options.

We’re excited to meet YOU**!**

Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.