Director of Finance

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

About the Role

TRANZACT is looking for a Director of Finance to join its Finance Team based in Fort Lee, NJ. This individual will fulfill a key strategic and financial role, working on FP&A, corporate strategy, investor relations, and corporate development activities. This person will conduct high-impact analyses of company performance, including identifying historical trends and future opportunities and will leverage financial and operational data to provide critical insights, explain business results, and drive profitability and growth. The Director of Finance will work daily with senior leaders to provide industry knowledge and streamline financial forecasts and modeling. This leadership role has significant growth opportunity and should expect to take on increasing responsibility over the financial analytics function. It will report to the SVP of Finance and be directly involved in all facets of the company’s daily operations and decision-making.

The specific responsibilities include

• Drive day-to-day activities of internal finance function to maximize effectiveness of operational initiatives; Manage and mentor supporting team of financial analysts
• Contribute to decision-making regarding revenue growth and cost management to influence the strategic direction of the business
• Analyze daily performance to identify insights and underlying causes; Improve financial and KPI tracking, reporting, and forecasting
• Build and maintain financial models to ensure operational decisions are aligned with profitability goals and to identify opportunities for investment and growth
• Analyze financial statements to determine trends, future projections, and significant drivers of results
• Prepare budgets and monthly forecasts
• Support accounting close and collaborate with accounting team to streamline and automate reporting
• Work on special projects and ad hoc analysis as determined by senior leadership, including M&A, Board presentations, and corporate strategy initiatives
• Communicate conclusions and information needs to key stakeholders

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation range being offered for this role is $200,000 USD per year and above based on experience. This role is also eligible to participate in the annual bonus and equity programs.

Company Benefits

TRANZACT provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
• Retirement Benefits: Savings Plan with annual nonelective company contribution.

What you need to be successful

• Bachelor’s degree in finance or economics preferred; MBA a plus
• 4-6+ years of full-time experience in applicable function(s), including investment banking, consulting, corporate development/strategy, or financial planning and analysis
• Advanced experience with Excel
• Advanced experience with finance and accounting concepts
• Experience with Power BI (preferred, not required)
• Expertise in building and maintaining financial models and complex datasets
• Excellent written and verbal communication skills
• Proficient in solving problems and providing insights that are data-driven and aligned with business goals

TRANZACT is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer / Disability / Vet