Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
About the role
- Director of FP&A at GEICO shaping financial strategy and insights for Auto business. Leading a high-performing finance team to deliver actionable insights and robust financial planning.
Responsibilities
- Lead the FP&A function for the Auto business, ensuring accuracy, integrity, and insight in financial planning, forecasting, and reporting.
- Partner with senior business leaders to translate strategy into financial outcomes and provide data-driven decision support.
- Deliver actionable insights on trends, risks, and opportunities, including scenario planning and investment trade-offs.
- Drive performance management through variance analysis, drill-down, and data mining to identify underlying business drivers.
- Serve as a trusted advisor to senior leadership, elevating the role of finance as a strategic partner.
- Establish efficient financial processes, operating cadence, and reporting structures that enable transparency and accountability.
- Champion continuous improvement in financial analysis, reporting automation, and business intelligence tools.
- Oversee projects requiring data extraction and manipulation, ensuring the team effectively leverages SQL and related tools.
- Build, lead, and inspire a high-performing team of analysts and managers; set clear priorities, foster collaboration, and support professional growth.
Requirements
- 10+ years of progressive finance experience, including leadership of FP&A teams.
- Strong business acumen with experience in the insurance industry (preferred).
- Expertise in financial modeling, forecasting, and delivering executive-ready insights.
- Exceptional communication, presentation, and influencing skills with senior leaders.
- Proven ability to lead through change, prioritize effectively, and drive results in a fast-paced environment.
- Comfort with tools and processes supporting data extraction, reporting automation, and analytics.
Benefits
- Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family’s overall well-being.
- Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
- Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
- In office and remote opportunities, as well as our signature GEICO Flex program, offering the ability to work remotely for up to four weeks per year.
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