Description
Position Summary
The Head of Projects is a high-impact, entrepreneurial leadership role at the heart of the organization's growth and transformation. This is a roll-up-your-sleeves position designed for a driven, versatile professional who thrives at the intersection of strategy, financial analysis, technology systems, and cross-functional execution. Reporting directly to the CEO and CFO, the Head of Projects will own and advance the MGA’s most critical initiatives — from long-range strategic planning and financial modeling to systems implementation and special projects that shape the future of the business.
This role is ideal for a builder: someone who can think at the executive level, dive deep into the details, and create lasting operational and financial impact. You will work closely with senior leadership, department heads, and external partners to move the organization forward with clarity, urgency, and analytical rigor.
Key Responsibilities
Strategic Leadership & Planning
Lead and contribute to the development of the company’s long-range strategic plan, synthesizing market intelligence, financial modeling, and competitive analysis to define priorities and growth pathways.
Act as a strategic partner to the CEO and CFO — preparing executive materials, board presentations, carrier partner reviews, and investor or lender communications.
Evaluate merger, acquisition, and partnership opportunities through financial due diligence, valuation modeling, and integration planning support.
Identify and size new business opportunities including product launches, geographic expansion, new carrier programs, and distribution channel development.
Drive scenario planning and stress-testing exercises to evaluate key business risks and strategic options, enabling confident decision-making at the executive level.
Financial Analysis & FP&A
Lead and manage the annual operating budget process, coordinating input from all departments and consolidating results into a comprehensive organizational financial plan.
Build and maintain driver-based financial models connecting operational metrics — policy count, premium per policy, loss ratios, commission rates — to P&L and cash flow outcomes.
Develop multi-year financial forecasts and rolling 12-month projections that reflect growth assumptions, expense trends, carrier program performance, and strategic investments.
Analyze MGA-specific financial metrics including gross written premium, net retained premium, ceding commissions, contingent commissions, loss ratios by program, and operating expense ratios.
Monitor and report on individual carrier program, product line, and distribution channel profitability; provide forward-looking recommendations to leadership.
Prepare monthly budget-versus-actual variance analyses, identifying key drivers and recommending corrective actions with clarity and speed.
Model the financial impact of potential product launches, appetite changes, rate actions, carrier partnership terms, and reinsurance structures.
Key Projects & Cross-Functional Execution
Own and drive the company’s highest-priority cross-functional projects from concept through completion — managing scope, timeline, resources, and stakeholder alignment.
Lead operational improvement initiatives that increase efficiency, reduce cost, and enhance the scalability of the business as the organization grows.
Conduct ad hoc financial analyses, market entry studies, cost-benefit analyses, and vendor evaluations as directed by the CEO and executive team.
Support new business development initiatives, acquisition evaluations, and geographic or product expansion decisions with rigorous analytical and project management support.
Serve as a trusted advisor to department heads, providing analytical support for staffing plans, technology investments, vendor contracts, and key operational decisions.
Coordinate bordereaux reconciliation reviews and evaluate the financial and operational implications of carrier program terms and profit-sharing arrangements.
Systems, Data & Process Innovation
Serve as the internal champion for financial systems and technology tools — evaluating, implementing, and optimizing FP&A platforms, reporting tools, and data infrastructure.
Lead the implementation and adoption of financial planning software (e.g., Adaptive Insights, Planful, Vena, Anaplan) and reporting platforms (Power BI, Tableau) to elevate analytical capabilities.
Collaborate with accounting, IT, and operations teams to ensure data integrity across financial and policy administration systems and improve the availability of management reporting data.
Identify and implement process automation opportunities across FP&A, reporting, and planning workflows to reduce manual effort and improve accuracy.
Evaluate and integrate data querying tools and analytics platforms (SQL, ERP systems, policy admin systems) to build scalable, self-serve reporting capabilities.
Document FP&A processes, model assumptions, system configurations, and reporting methodologies to ensure continuity, auditability, and institutional knowledge retention.
Management Reporting & Executive Dashboards
Design, maintain, and deliver monthly financial reporting packages for the CEO and executive leadership team, including P&L summaries, KPI dashboards, and departmental expense reports.
Automate recurring management reports to reduce manual preparation time while improving data accuracy, timeliness, and consistency.
Develop business-line P&L views and operational scorecards that align day-to-day activities with financial and strategic objectives across the organization.
Translate financial results into compelling business narratives for non-financial stakeholders — highlighting performance drivers, risks, and opportunities with clarity and confidence.
Growth Path & Opportunity
This is a high-visibility, high-impact role with a direct line to the company’s executive leadership. The Head of Projects will be central to how the MGA grows, operates, and competes. As the organization scales, this role has a clear path toward a Chief of Staff, VP of Strategy & Finance, or COO-type position for the right candidate. High performers will have the opportunity to shape the trajectory of the business and build a team around them.
Working Conditions
This position is based at the MGA’s Fort Lauderdale, Florida office, with a hybrid schedule available following the initial onboarding period. The role requires regular in-office collaboration with the CEO, CFO, and leadership team — particularly during budget cycles, strategic planning sprints, and key project milestones. Occasional travel may be required for carrier meetings, industry conferences, or company events.
Requirements
Qualifications
Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required; MBA or Master’s in Finance strongly preferred.
5–10 years of progressive experience in FP&A, corporate finance, strategy consulting, or a project leadership role — with demonstrated impact across multiple disciplines.
Prior experience in financial services, insurance, or an MGA/carrier environment is a significant advantage.
Demonstrated success leading complex, cross-functional projects in fast-moving, entrepreneurial environments.
Familiarity with insurance industry financial metrics including premium accounting, loss ratios, combined ratios, and commission structures is highly valued.
CPA, CFA, FP&A certification (AFP), or PMP is a plus but not required.
Technical Skills
Advanced Microsoft Excel proficiency required: financial modeling, dynamic forecasting, pivot tables, scenario analysis, and dashboard development.
Experience with FP&A and analytics platforms such as Adaptive Insights, Planful, Vena, or Anaplan strongly preferred.
Proficiency in data visualization tools such as Power BI or Tableau is highly desirable.
Familiarity with accounting software such as NetSuite, Sage Intacct, or QuickBooks; ability to extract and manipulate data from ERP or policy administration systems.
Experience with SQL or other data querying tools is a meaningful plus.
Leadership & Entrepreneurial Attributes
A true builder and self-starter who thrives in ambiguity, creates structure, and drives results without waiting for direction.
Strong business acumen with the ability to connect financial data to operational realities and long-term strategic priorities.
Exceptional written and verbal communication skills — including the ability to present complex analysis to executive and board-level audiences with clarity and confidence.
Highly organized, detail-oriented, and able to manage multiple high-stakes deliverables simultaneously in a fast-paced, growth-stage environment.
Collaborative and proactive, with a strong service orientation toward internal partners and a desire to add impact well beyond the numbers.
Comfortable and energized operating in an entrepreneurial setting where processes are still being built, ownership is broad, and adaptability is essential.
