Job Title: VP of Financial Planning & Analysis, Strategy and M&A
Location: Miami, Hybrid Office/Remote
The VP of Financial Planning & Analysis, Strategy and M&A reports to the CFO and works closely with the entire Bishop Street C-Suite to support the Finance, Budgeting, Forecasting, Strategy and M&A functions at Bishop Street. She / He is responsible for coordinating budgeting, business planning, analysis and reporting of revenue and expenses for Bishop Street and Bishop Street Operating Companies, helping them implement world class budgeting and forecasting capabilities. This individual is passionate about running and presenting complex analyses and developing and implementing strategies to meet company goals. This individual will assist with acquisition analyses, due diligence processes and, use critical thinking skills to evaluate acquisition targets.
The VP of Financial Planning & Analysis, Strategy and M&A is a critical role at Bishop Street and an extraordinary opportunity to provide strategic financial guidance, drive business performance, and support decision-making to fuel our company’s growth trajectory. This individual will leverage best practices for aggregating, translating, and presenting information, including budgets, KPIs, financial reports, business activity and forecasts, and other data, while helping develop new processes and tools to improve the FP&A function as well.
Key requirements of the position – exceptional financial modeling and data visualization skills, strong communication skills, attention to detail, speed, accuracy, and sense of urgency. The ability to thrive in a fast-paced environment and turn analytics into meaningful insights that drive decision making and create board level presentations supporting M&A and capital raising activities.
Key Responsibilities:
- Play a leadership role in the planning cycle by partnering with the C-Suite and Operating Company leaders to assist in the implementation of the annual budgeting and monthly forecasting process.
- Maintain granular knowledge of business results and revenue and expense drivers, including capacity and reinsurance terms, capital spending initiatives, headcount changes, and the inputs and outputs required to meet business targets.
- Lead analysis to generate strategic recommendations and answer specific strategic questions from business leaders concerning the profitability and direction of the business and specific products, services and markets
- Develop action‐oriented management reporting for use by senior business managers in decision making
- Construct business cases and prepare financial modeling and ad-hoc analytics to identify opportunities, support strategic growth initiatives and evaluate lines of business for investment, divestment, and optimization.
- Analyze opportunities for Bishop Street to expand through the acquisition of MGAs and de-novo team lift outs globally. Collaborate with the executive team and our partners to underwrite and build robust pro-forma financial models along with internal and external presentations for potential acquisitions.
- Apply learnings from budgeting, forecasting, operational, and strategic analyses to improve the underwriting & analysis of acquisition targets and lift out opportunities.
- Leverage analytical skills to support Bishop Street team to supply operating executives with actionable data-driven analysis to drive decision-making
This is an incredible opportunity for a highly motivated, entrepreneurial-minded individual to take on a pivotal role in a fast-growing, PE backed company.
Qualifications:
The ideal candidate is intellectually curious, analytical, technically savvy, operationally astute, and highly collaborative. We seek an engaging team player who takes ownership of responsibilities with minimal supervision and consistently demonstrates integrity, enthusiasm, and resilience.
- Minimum bachelor's degree in finance, accounting or relevant field. MBA, CFA, or CPA preferred.
- 5+ years of experience in consulting, banking, private equity, or operating companies
- Mastery of Excel & PowerPoint and proficiency in analytical & visualization tools a plus (e.g. Tableau, Power BI); exceptional analytics and data visualization skills
- Excellent written and verbal communication skills
- Property & Casualty insurance experience at a carrier or MGA is a plus
- Strong analytical and problem-solving abilities, with attention to detail
What we offer:
- Competitive salary and performance-based bonuses
- Excellent benefits
- 401k program with company match
- Flexible/Hybrid work environment
- A collaborative and inclusive work environment
About Bishop Street: Bishop Street Underwriters, a RedBird Capital portfolio company, partners with Managing General Agents (“MGAs”) as well as niche underwriting teams, driving rapid inorganic (acquisitions) and organic (de novo startups) growth across the platform. Bishop Street marries individual business unit’s brand equity with turnkey centralized infrastructure and best-in-class capabilities.