I. COMPANY OVERVIEW Our client is a leading U.S. insurance distribution company primarily focused on personal lines and small commercial insurance. Our client has been recognized as the 1 personal lines leader in the nation for the past five years, and consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Today, our client has over 700 retail locations throughout the United States and generates annual revenues of over $500 MM USD including a Contact Center employing over 1,300 associates dedicated to providing best in class customer service and support to many insurance brands. I. POSITION SUMMARY Due to the company's growth and expansion, our client is looking for a bilingual VP of Finance responsible for processing the financial activities and strategy that maximize EBITDA and profit within the Mexico organization. Responsible for leading budget and forecast processes, technical accounting, mergers and acquisition diligence, long-term financial models, pro forma and post-mortem investment analytics, and providing financial thought leadership and analytical business decision support toward the company's EBITDA growth targets. II. PRIMARY TASKS & RESPONSIBILITIES Financial Planning & Analysis Lead the development of the annual budget and five-year strategic plan, including the P&L, capital expenditures, balance sheet, and cash flow planning. Deliver business value by providing analytical rigor and KPI reporting & analysis to ensure achieving EBITDA, Free Cash Flow, and other financial performance targets (e.g., debt covenant requirements). Prepare and present business update presentations to Executive Management summarizing financial performance, raising key business issues & opportunities, and framing proposed recommendations, providing pro forma and hindsight analytics for major business initiatives, including mergers and acquisitions, new store organic growth, and IT capital investments. Lead the development of the quarterly financial forecast and annual budget to include the P&L, capital spending, balance sheet, and cash flow. Integrate KPI's into the forecast/budget, diagnose issues/opportunities, review run-rate trends, and identify financial trade-outs to achieve targeted financial performance goals & objectives (e.g., EBIDTA, Free Cash Flow, etc.). Engage functional Executive leaders in developing core forecast assumptions and identifying risks & opportunities to promote an environment of accountability for delivering on budget/forecast commitments. Prepare and present monthly forecast review updates to Executive Management and frame up contingency planning options to ensure financial performance aligns with targeted commitments. Accounting Hold primary responsibility for managing the implementation of accounting and financial control policies and practices based on both USGAAP and MXGAAP . Oversee the activities of the accounting department for the accurate and timely dissemination of financial management reports, including internal and external monthly financial statements, annual audits, and other regulatory requests. Support daily operational activities about the general ledger, tax, accounts receivable, customer collections, cash management, accounts payable, and insurance policy reconciliations. Analyze financial data on merger and acquisition initiatives. Provide feedback and guidance throughout the due diligence and implementation process. Support timely reconciliations and accounts receivable activities of the company's business process outsourcing (BPO) business. Oversee the collections team's daily operations and business analytics, including developing ongoing business KPIs and metrics to reduce bad debt expenses. Provide thoughtful leadership on technical accounting and local tax matters. Performance Management Support senior leadership in effectively framing and communicating Company strategies, goals, business objectives, key financial performance metrics, and financial results to shareholders, employees, investment and banking communities, external rating agencies, and other external audiences, as required. Develop and analyze dashboards of crucial business indicators across all functional areas which drive financial value and conduct "deep dives" to unlock optimal performance. Provide a "best in class" financial focus to decision-making by ensuring that Executive Management is presented with fact-based analytics measured against targeted ROI hurdles for all major initiatives. Serve as the lead business partner in the accounting and finance team's development in support of the BPO business. Develop labor planning analytics that aligns with key workload drivers of the business. Partner in educating company leaders on key financial drivers related to their areas of responsibility and provide a roadmap on how they can directly influence improved performance. Develop a comprehensive manpower /cost management model to ensure that investments in the business align with top-line & EBITDA growth assumptions. Develop benchmarking metrics to measure business performance against a relevant set of competitors & frame up potential implications to inform strategic direction and decision-making. III. JOB QUALIFICATIONS/REQUIREMENTS Bachelor of Science degree in Finance or Accounting required. Master's degree desirable. Bilingual English and Spanish with advanced fluency to communicate in both languages is required. 15 years of progressively responsible experience inclusive of performing at a Finance/Accounting Vice President level , with the majority of that experience in accounting and financial planning and analysis role for companies with revenues >$500M. Multi-unit retail and/or insurance industry experience required. Prior experience with a shared services company and leading large teams that support cross-functional business partners is preferred. Knowledge of federal and state financial regulations. Ability to analyze financial data and prepare financial reports, statements, and projections. Experience, and comfort, working in a fast-paced business environment with the ability to consistently meet tight deadlines. Proven ability to build strong business relationships at all organizational levels. Experience as a strategic thinker and the ability to effectively translate strategies into financial plans. A self-directed individual able to adapt quickly to changes in priorities and business conditions. Superior analytical skills and intellectual curiosity with the ability to develop and maintain complex financial models. Well-developed presentation skills. Integrity and ethics that are beyond reproach. Advanced Microsoft Windows Office Suite: Word, Excel, PowerPoint. Knowledge of ERP systems like Accumatica, Oracle, or SAP required Travel required. Valid US Visa. IV. KEY LEADERSHIP SKILLS FOR SUCCESS Resilience, adaptability, and comfort with ambiguity. Fast-paced, proactive, high sense of urgency, ability to handle stress. Demonstrated commitment to diversity, equity, and inclusion. Demonstrated ability to show discretion and confidentiality in the role. The successful VP of Finance Mexico candidate will be based in Tijuana, Baja California, Mexico , five minutes from the international border with San Diego, California. Our client will offer full relocation assistance to the successful candidate who does not live within commuting distance of this location. Thank you. J-18808-Ljbffr J-18808-Ljbffr
