Berkley

Finance Director

Berkley$110K — $170K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance or Accounting
  • 10+ years of experience in FP&A, finance, or accounting
  • Strong understanding of insurance concepts, with P&C experience preferred
  • Proven experience in forecasting, budgeting, and variance analysis
  • Solid understanding of general ledger structures and financial reporting

Responsibilities

  • Lead annual budgeting process and periodic forecasting cycles for P&C lines of business
  • Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses
  • Analyze variances between actuals and forecasts; communicate drivers and risks
  • Support close processes by reconciling financial results with operational and actuarial data
  • Act as a liaison between Finance and Data/Analytics teams to translate finance requirements into reporting solutions
  • Utilize data tools to automate reporting and generate insights
  • Work closely with Actuarial, Underwriting, and Claims teams to provide insights on profitability and loss trends

Benefits

  • Health, Dental, Vision, Life, and Disability insurance
  • Wellness programs
  • Paid Time Off
  • 401(k) and Profit-Sharing plans
  • Eligibility for an annual discretionary bonus
Full Job Description
Responsibilities

We are seeking a Finance Director to support financial planning and analysis (FP&A) within our Property & Casualty (P&C) insurance business. This role combines core finance responsibilities—forecasting, budgeting, and general ledger oversight—with advanced data and analytics capabilities to drive actionable insights and improve financial decision-making. The ideal candidate will act as a bridge between Finance, Actuarial, and Data teams to ensure alignment across financial results, operational drivers, and analytical outputs.

 

 

Key Functions/Duties of Position:

 

Financial Planning & Analysis (FP&A)•    Lead the annual budgeting process and periodic forecasting cycles (monthly/quarterly) for P&C lines of business•    Develop driver-based financial models incorporating premiums, claims, loss ratios, and expenses•    Analyze variances between actuals, forecasts, and plan; clearly communicate drivers and risks•    Partner with business leaders to provide financial insights that support strategic planningGeneral Ledger & Financial Close Support•    Support close processes by reconciling financial results with underlying operational and actuarial data•    Perform general ledger “tie-outs” and ensure accuracy of financial reporting•    Investigate discrepancies across systems (policy admin, claims, finance) and resolve issues•    Collaborate with Accounting to ensure proper treatment of insurance-specific transactions (e.g., reserves, premium recognition)Data & Analytics Integration•    Act as a key liaison between Finance and Data/Analytics teams•    Translate business and finance requirements into data models, dashboards, and reporting solutions•    Utilize data tools (e.g., Power BI, SQL, Excel, Python) to automate reporting and generate insights•    Enhance data governance and ensure consistency across financial and operational metricsBusiness Partnering•    Work closely with Actuarial, Underwriting, and Claims teams to understand business drivers•    Provide insights on profitability, loss trends, and expense management•    Support decision-making on pricing, product performance, and cost optimization 

Qualifications

Education Requirement

•    Bachelor’s degree in Finance or Accounting

Qualifications:  

•    10+ years of experience in FP&A, finance, or accounting•    Strong understanding of insurance concepts (loss ratios, reserves, premiums, underwriting results), with PNC experience preferred  •    Proven experience in forecasting, budgeting, and variance analysis •    Solid understanding of general ledger structures and financial reportingPreferred•    Experience working with actuarial or insurance data sets•    Advanced Excel skills; familiarity with data tools (Power BI, Tableau, SQL, Python)•    Advanced degree (MBA or Master’s) in Finance, Accounting, or Business strongly preferred•    CPA, CFA, or progress toward certificationWorking Conditions and Physical Requirements  Normal office conditions 

Additional Company DetailsThe company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $110,000 - $170,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship DetailsSponsorship not Offered for this Role

About Berkley

Berkley is a packaging company that develops innovative solutions to help our customers sell more product and be on the edge. Berkley offers the cost advantages and creative control of an in house/on site agency without the risk and hassle of oversight. Berkley develops turnkey retail environments – including design, manufacturing and installation services.

Berkley Careers

Joining Berkley presents a prime opportunity to be part of a team renowned for its leadership in the industry, fostering innovation and growth. Berkley, a company committed to professional excellence and diversity, offers a range of job opportunities that cater to various skills and career aspirations.

Explore Job Opportunities

Berkley is actively hiring, seeking individuals who are passionate, driven, and ready to contribute to a dynamic team environment. With a variety of positions available, Berkley provides a platform for professionals at every stage of their career, from entry-level to senior leadership roles.

Internship Programs

Kickstart a career with Berkley through comprehensive internship programs designed to provide hands-on experience in a real-world setting. Internships at Berkley are a gateway to full-time employment, offering invaluable industry exposure and networking opportunities.

Professional Growth and Development

Berkley is dedicated to the continuous professional development of its team members. The company supports career advancement through leadership training programs, workshops, and seminars that enhance skills and foster innovation.

Diversity and Inclusion

At Berkley, diversity is celebrated and actively promoted through various initiatives and diversity training programs. The company believes that a diverse workforce is key to driving creativity and innovation.

Benefits and Culture

Employees at Berkley enjoy a range of benefits designed to support their professional and personal lives. The company culture emphasizes teamwork, respect, and integrity, creating an environment where everyone can thrive.

Applying for a Position

To apply for a position at Berkley, candidates are encouraged to submit a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate's fit with Berkley's culture and values.

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Learn more about Berkley
Size
51 employees
Industry

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