Group Head of Finance / Finance Director

Vencora Business Unit:

Job Summary:

Job Description:

ROLE DESCRIPTION

Portfolio Finance Director/Group Head of Finance

As a pivotal leader within the North American Insurance Portfolio's finance team, this role encompasses a broad spectrum of responsibilities supporting financial oversight and the seamless integration of newly acquired businesses. You will play a crucial role in ensuring the integrity of all consolidated financial information and reporting, while collaborating closely with senior leaders across the organization to deliver top-notch financial support.

Our portfolio of software businesses focuses on providing software and related professional services to the Insurance Industry.

Responsible to:         CFO, Insurance Portfolio

Responsible for:       Providing leadership and support to Insurance Portfolio Business Units in addition to Corporate while ensuring integrity of the consolidated financial results, management reporting and monitoring of the Internal Control Environment.

Position held by:       Vacant

Location:                    Remote / Hybrid

Key Responsibilities

• Provide dynamic leadership and support for financial functions across the Insurance Portfolio.
• Collaborate with Business Unit Financial Controllers to uphold the accuracy, integrity, and completeness of accounting records and financial statements in accordance with IFRS and corporate policies.
• Continuously review month-end processes, documentation, and controls to ensure smooth operations at the Portfolio Level.
• Support business units in implementing effective accounting systems and processes.
• Foster financial understanding at all levels across Business Units by collaborating with internal teams.
• Oversee all financial audits, including internal audit, corporate audit, and standalone audits.
• Act as a liaison with Corporate Finance & Tax departments as necessary.
• Assist in the financial integration of newly acquired businesses into the Group, including reporting on financial results against investment memorandums.
• Provide oversight of financial planning and analysis, including consolidated management reporting to support decision-making.
• Generate ad-hoc finance-related reports and projects as required by Portfolio CFO, Portfolio Manager, and corporate.
• Drive a culture of change management by challenging and enhancing established processes and procedures.
• Perform any other duties as reasonably required by Management.

Specialized Skills and Knowledge

• CPA or similar designation required. Experience with software revenue recognition preferred.
• 8-10 years of progressive accounting experience, including previous experience in a managerial accounting position.
• Ability to thrive under pressure and meet tight deadlines with keen attention to detail.
• Self-motivated with a demonstrated ability to initiate and manage change effectively.
• Strategic thinker with strong technical skills, analytical ability, good judgment, and operational focus.
• Proficiency in accounting and management software, Microsoft Office products (especially Excel and PowerPoint); experience with Great Plains is a plus.
• Excellent communication (verbal and written), interpersonal, and team-building skills, with the ability to interact comfortably and motivate personnel at all levels of the organization.

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