[{"id":10237,"date":"2026-06-23T16:01:29","date_gmt":"2026-06-23T16:01:29","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/global-account-manager-montreal\/"},"modified":"2026-06-23T16:01:41","modified_gmt":"2026-06-23T16:01:41","slug":"global-account-manager-montreal-10237","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/nl\/jobs\/global-account-manager-montreal-10237\/","title":{"rendered":"Global Account Manager – Montreal"},"content":{"rendered":"

Global Account Manager – P&C (Bilingual French\/English)<\/strong><\/p>\n

Job Industry<\/strong>
Insurance<\/strong><\/p>\n

Montreal, Quebec, Canada<\/strong><\/p>\n

Job Type<\/strong>
Permanent<\/strong><\/p>\n

Job Opportunity: Global Account Manager – Property & Casualty (Bilingual French\/English)<\/strong><\/p>\n

Our client, a leading global insurance brokerage, is seeking an experienced Global Account Manager to join their Montreal team. This permanent opportunity will focus on servicing and coordinating complex multinational clients, delivering strategic risk management solutions, and ensuring seamless execution of global insurance programs.<\/p>\n

The successful candidate will act as a trusted advisor to clients, working closely with international network partners, internal teams, and insurance markets to develop tailored insurance programs that address complex cross-border risks. Due to the nature of the client base, fluency in both French and English is required.<\/p>\n

Role & Responsibilities<\/h3>\n
    \n
  • Manage a portfolio of large and multinational Property & Casualty accounts, serving as the primary point of contact for client relationships.<\/li>\n
  • Coordinate and oversee global insurance programs involving Canadian, U.S., and international exposures.<\/li>\n
  • Lead renewal strategy, coverage reviews, and market negotiations to secure competitive and comprehensive insurance solutions.<\/li>\n
  • Collaborate with producers, account management teams, carrier partners, and international colleagues to ensure seamless service delivery across jurisdictions.<\/li>\n
  • Develop a thorough understanding of clients’ operations, exposures, and risk management objectives to provide strategic guidance and recommendations.<\/li>\n
  • Prepare and deliver stewardship reports, renewal presentations, and client recommendations.<\/li>\n
  • Identify opportunities to deepen relationships and expand service offerings across geographies and lines of business.<\/li>\n
  • Negotiate coverage terms, pricing, and program structures with domestic and international insurance markets.<\/li>\n
  • Stay informed on market conditions, regulatory developments, and emerging risks impacting multinational organizations.<\/li>\n
  • Participate in client meetings, prospect opportunities, and strategic account planning initiatives.<\/li>\n<\/ul>\n

    Key Skills<\/h3>\n
      \n
    • Strong experience managing complex commercial Property & Casualty accounts within a brokerage or consulting environment.<\/li>\n
    • Experience coordinating multinational insurance programs and working with international stakeholders.<\/li>\n
    • In-depth knowledge of commercial lines coverages, including property, casualty, liability, cyber, professional liability, and specialty risks.<\/li>\n
    • Proven ability to build and maintain trusted relationships with clients, carriers, and colleagues across multiple regions.<\/li>\n
    • Excellent negotiation, presentation, and communication skills.<\/li>\n
    • Strong analytical and problem-solving capabilities with the ability to navigate complex risk structures.<\/li>\n
    • Ability to manage multiple priorities and deliver exceptional client service in a fast-paced environment.<\/li>\n
    • Detail-oriented with strong organizational and project management skills.<\/li>\n
    • Professional fluency in both French and English, written and spoken.<\/li>\n<\/ul>\n

      Preferred Qualifications<\/h3>\n
        \n
      • 5+ years of commercial Property & Casualty brokerage experience, preferably in an Account Executive, Global Account Manager, or client-facing advisory role.<\/li>\n
      • Experience servicing multinational or large corporate clients across various industries.<\/li>\n
      • Exposure to international placements and coordination of global programs.<\/li>\n
      • Quebec AMF certification and industry designations (CIP, CAIB, CRM, etc.) are considered assets.<\/li>\n
      • Strong understanding of the Canadian commercial insurance market and multinational servicing environment.<\/li>\n<\/ul>\n

        Why Join?<\/h3>\n
          \n
        • Opportunity to join a highly respected and growing global brokerage platform.<\/li>\n
        • Exposure to sophisticated multinational clients and complex global risks.<\/li>\n
        • Collaborative and internationally focused environment with strong career development opportunities.<\/li>\n
        • Competitive compensation package, performance incentives, and comprehensive benefits.<\/li>\n<\/ul>\n

          If you are a bilingual Property & Casualty professional who enjoys managing multinational relationships and delivering strategic insurance solutions on a global scale, we would welcome the opportunity to discuss this position with you.<\/p>\n

          <\/p>\n","protected":false},"excerpt":{"rendered":"

          Global Account Manager – P&C (Bilingual French\/English) Location: Montreal, QC Our client, a leading global insurance brokerage, is seeking an experienced Global Account Manager to join its Montreal team. This role will focus on managing and coordinating complex multinational Property & Casualty programs for large corporate clients, serving as a trusted advisor and ensuring seamless delivery across Canada and international markets.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[22],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1683],"class_list":["post-10237","job","type-job","status-publish","hentry","discipline-underwriting-claims","location-montreal"],"acf":{"job_reference":"JOB-042026-303635_1782230488","job_type":"Permanent","job_industry":"Underwriting & Claims","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-07","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Sophie.Verdi.20343.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U29waGllLlZlcmRpLjIwMzQzLjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Sophie Verdi","contact_email":"Sophie.Verdi@oliverjames.com","contact_telephone":"+1 646 493-5975","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Montr\u00e9al, Quebec","job_location_raw":"North America > Canada > Quebec > Montr\u00e9al","geo_lat":"45.5018869","geo_long":"-73.5673919","geo_formatted_address":"Montreal, QC, Canada","geo_city":"Montreal","geo_country_short":"CA","geo_country_long":"Canada","geo_administrative_area_level_2_short":"Montreal","geo_administrative_area_level_2_long":"Montreal","geo_administrative_area_level_1_short":"QC","geo_administrative_area_level_1_long":"Quebec","talentlink_job_id":""},"yoast_head":"\nGlobal Account Manager - 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Responsibilities include rate adequacy, segmentation, CAT risk analytics, This is a high-priority hire for the business as the director will work closely with risk, underwriting, claims, and finance leadership to assist with business strategy, navigating market cycles, and support risk selection. <\/p>\n<p><strong> Essential Functions:<\/strong><\/p>\n<ul>\n<li>Evaluates performance and pricing of insurance and reinsurance programs and analyzes their financial impact in coordination with catastrophe risk modeling teams.<\/li>\n<li>Executes data analytics support for pricing, reserving, and modeling needs across risk and actuarial functions.<\/li>\n<li>Build complex speciality models with underwriting and claims teams to assess risk exposures and develop pricing strategies.<\/li>\n<li>Lead pricing strategy for the Property E&S segment, including rate adequacy, segmentation, and portfolio steering.<\/li>\n<li>Manage and mentor a direct report, with the opportunity to grow the team as the segment scales.<\/li>\n<li>Build pricing frameworks, tools, and models to support profitable growth.<\/li>\n<li>Partner with underwriting leadership to navigate market cycles, evaluate opportunities, and support disciplined risk selection.<\/li>\n<li>Develop catastrophe modeling insights, including event level analytics, tail risk understanding, and capital impact.<\/li>\n<li>Drive innovation in pricing methodology, data usage, and portfolio analytics.<\/li>\n<li>Influence strategic decisions at the executive level in a high visibility role.<\/li>\n<\/ul>\n<p><strong> Skills, Knowledge & Ability:<\/strong><\/p>\n<ul>\n<li>10+ years of P&C Actuarial experience with a minimum of four years of E&S Property pricing experience with knowledge of building pricing infrastructure. <\/li>\n<li>ACAS or FCAS qualified is required <\/li>\n<li>Technical Skills: Excel, SQL, Python<\/li>\n<li>Understand of CAT modeling or CAT risk <\/li>\n<li>Ability to demonstrate management or leadership experience<\/li>\n<li>No visa sponsorship required <\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U29waGlhLlJvc3MuNzU0MTYuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an Actuarial Director you will be responsible for leading pricing strategy for the E&S property segment giving you complete oversight and management of the E&S Property portfolio. 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Succes Manager"},"content":{"rendered":"<h1>Customer Success Manager <\/h1>\n<h2>About the Organisation<\/h2>\n<p class=\"isSelectedEnd\">Our client is a rapidly growing international software company that helps audit and finance professionals improve the way they work through technology, automation, and AI-driven solutions.<\/p>\n<p class=\"isSelectedEnd\">With a global customer base and a strong presence within the audit and accounting industry, the organisation has become a trusted partner to many leading professional services firms and finance teams worldwide.<\/p>\n<p class=\"isSelectedEnd\">The company combines the pace and innovation of a technology scale-up with the expertise of professionals who understand the audit and finance landscape.<\/p>\n<h2>The Opportunity<\/h2>\n<p class=\"isSelectedEnd\">This is not a traditional sales role.<\/p>\n<p class=\"isSelectedEnd\">Instead, you will act as a trusted advisor to audit and finance professionals, helping them maximise the value of a market-leading platform while driving adoption, process improvements, and business transformation.<\/p>\n<p class=\"isSelectedEnd\">This role offers a unique opportunity for professionals with an audit background to remain close to the profession while transitioning into a technology-focused environment.<\/p>\n<h2>Key Responsibilities<\/h2>\n<ul data-spread=\"false\">\n<li>Guide customers through onboarding, implementation, and adoption programmes<\/li>\n<li>Deliver training sessions and best-practice workshops<\/li>\n<li>Act as a trusted advisor to audit and finance stakeholders<\/li>\n<li>Support internal customer champions and key users<\/li>\n<li>Identify opportunities to improve workflows and processes<\/li>\n<li>Build long-term relationships with customers<\/li>\n<li>Collaborate closely with Product, Engineering, Sales, and Solutions teams<\/li>\n<li>Drive customer engagement, retention, and success<\/li>\n<li>Facilitate business reviews and strategic success planning<\/li>\n<li>Support customers in leveraging automation and AI capabilities effectively<\/li>\n<\/ul>\n<h2>What We’re Looking For<\/h2>\n<ul data-spread=\"false\">\n<li>At least 2 years of experience within Audit, Assurance, or a related field<\/li>\n<li>Background within a Big Four, Next Nine, or similar professional services environment<\/li>\n<li>Strong communication and stakeholder management skills<\/li>\n<li>Customer-oriented mindset<\/li>\n<li>Interest in technology, AI, and digital transformation<\/li>\n<li>Ability to engage confidently with senior stakeholders<\/li>\n<li>Fluent English communication skills<\/li>\n<li>Additional European languages are considered a strong advantage<\/li>\n<\/ul>\n<h2>What’s on Offer<\/h2>\n<ul data-spread=\"false\">\n<li>Competitive salary package with performance-based bonus structure<\/li>\n<li>Hybrid working model<\/li>\n<li>International and collaborative environment<\/li>\n<li>Strong learning and development opportunities<\/li>\n<li>Clear career progression pathways<\/li>\n<li>Exposure to innovative technology and AI solutions<\/li>\n<li>Regular team events and company-wide gatherings<\/li>\n<li>Opportunity to join a fast-growing organisation with significant long-term growth potential<\/li>\n<\/ul>\n<h2>Location<\/h2>\n<p class=\"isSelectedEnd\">Amsterdam area (hybrid working)<\/p>\n<p>This opportunity is ideal for audit professionals looking to leverage their expertise in a client-facing role within a high-growth technology environment while remaining closely connected to the audit and finance industry.<\/p>\n<h2>Oliver James<\/h2>\n<p>Oliver James is a specialised recruitment partner with a strong network within finance. Through Oliver James, you gain access to challenging opportunities at leading organisations across the Netherlands.<\/p>\n<p>We actively invest in your development by offering training opportunities alongside your role, including programmes within finance, risk, and controlling. Our approach is personal and focused on your next career step – from the first introduction through to your start in a new position.<\/p>\n<p>We take the first step. Will you take the second?<\/p>\n<h2>Interested?<\/h2>\n<p>Send your CV by applying to this vacancy, email <strong>coen.brasz@oliverjames.com<\/strong>, or call <strong>+31 6 39520416<\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q29lbi5CcmFzei4xNTYwOC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Success Manager About the Organisation Our client is a rapidly growing international software company that helps audit and finance professionals improve the way they work through technology, automation, and AI-driven solutions. 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while driving adoption, process improvements, and business transformation.<\/p>\n<p class=\"isSelectedEnd\">This role offers a unique opportunity for professionals with an audit background to remain close to the profession while transitioning into a technology-focused environment.<\/p>\n<h2>Key Responsibilities<\/h2>\n<ul data-spread=\"false\">\n<li>Guide customers through onboarding, implementation, and adoption programmes<\/li>\n<li>Deliver training sessions and best-practice workshops<\/li>\n<li>Act as a trusted advisor to audit and finance stakeholders<\/li>\n<li>Support internal customer champions and key users<\/li>\n<li>Identify opportunities to improve workflows and processes<\/li>\n<li>Build long-term relationships with customers<\/li>\n<li>Collaborate closely with Product, Engineering, Sales, and Solutions teams<\/li>\n<li>Drive customer engagement, retention, and success<\/li>\n<li>Facilitate business reviews and strategic success planning<\/li>\n<li>Support customers in leveraging automation and AI capabilities effectively<\/li>\n<\/ul>\n<h2>What We’re Looking For<\/h2>\n<ul data-spread=\"false\">\n<li>At least 2 years of experience within Audit, Assurance, or a related field<\/li>\n<li>Background within a Big Four, Next Nine, or similar professional services environment<\/li>\n<li>Strong communication and stakeholder management skills<\/li>\n<li>Customer-oriented mindset<\/li>\n<li>Interest in technology, AI, and digital transformation<\/li>\n<li>Ability to engage confidently with senior stakeholders<\/li>\n<li>Fluent English communication skills<\/li>\n<li>Additional European languages are considered a strong advantage<\/li>\n<\/ul>\n<h2>What’s on Offer<\/h2>\n<ul data-spread=\"false\">\n<li>Competitive salary package with performance-based bonus structure<\/li>\n<li>Hybrid working model<\/li>\n<li>International and collaborative environment<\/li>\n<li>Strong learning and development opportunities<\/li>\n<li>Clear career progression pathways<\/li>\n<li>Exposure to innovative technology and AI solutions<\/li>\n<li>Regular team events and company-wide gatherings<\/li>\n<li>Opportunity to join a fast-growing organisation with significant long-term growth potential<\/li>\n<\/ul>\n<h2>Location<\/h2>\n<p class=\"isSelectedEnd\">Amsterdam area (hybrid working)<\/p>\n<p>This opportunity is ideal for audit professionals looking to leverage their expertise in a client-facing role within a high-growth technology environment while remaining closely connected to the audit and finance industry.<\/p>\n<h2>Oliver James<\/h2>\n<p>Oliver James is a specialised recruitment partner with a strong network within finance. Through Oliver James, you gain access to challenging opportunities at leading organisations across the Netherlands.<\/p>\n<p>We actively invest in your development by offering training opportunities alongside your role, including programmes within finance, risk, and controlling. Our approach is personal and focused on your next career step – from the first introduction through to your start in a new position.<\/p>\n<p>We take the first step. Will you take the second?<\/p>\n<h2>Interested?<\/h2>\n<p>Send your CV by applying to this vacancy, email <strong>coen.brasz@oliverjames.com<\/strong>, or call <strong>+31 6 39520416<\/strong>.<\/p>\n<p> <\/div>\n<p> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q29lbi5CcmFzei43MzMzOC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>About the Organisation Our client is a rapidly growing international software company that helps audit and finance professionals improve the way they work through technology, automation, and AI-driven solutions. 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They are seeking a <strong>Premium Tax Manager<\/strong> to lead premium tax compliance, statutory reporting, and process integration efforts across the combined organization.<\/p>\n<p class=\"isSelectedEnd\">This is a highly visible leadership role that offers the opportunity to modernize tax processes, partner with senior leadership, and help shape the future of the tax function. The position is approximately <strong>75% oversight and leadership \/ 25% hands-on execution<\/strong>, managing two direct reports while overseeing a third-party premium tax vendor.<\/p>\n<h2>Key Responsibilities<\/h2>\n<ul data-spread=\"false\">\n<li>Lead premium tax compliance, including state premium tax filings, assessments, surcharges, and related reporting requirements.<\/li>\n<li>Oversee quarterly and annual tax reporting, including GAAP and statutory reporting considerations.<\/li>\n<li>Manage premium tax calendars and ensure timely, accurate filings across multiple jurisdictions.<\/li>\n<li>Partner with Accounting, Finance, Claims, Operations, and IT to ensure accurate tax reporting and compliance.<\/li>\n<li>Supervise and develop two direct reports while managing the relationship with an external premium tax vendor.<\/li>\n<li>Support tax research, planning initiatives, and regulatory compliance across multiple states.<\/li>\n<li>Assist with SOX controls, internal and external audits, and responses to tax authorities.<\/li>\n<li>Drive process improvements, automation initiatives, and systems enhancements, including Premium Pro implementation.<\/li>\n<li>Analyze tax data, perform reconciliations, accruals, and ad hoc reporting for leadership.<\/li>\n<li>Help integrate tax processes and reporting across multiple business entities while establishing standardized workflows and controls.<\/li>\n<\/ul>\n<h2>Qualifications<\/h2>\n<ul data-spread=\"false\">\n<li>Bachelor’s degree in Accounting, Finance, or a related field.<\/li>\n<li>5-10 years of tax or accounting experience.<\/li>\n<li>2-3 years of leadership or people management experience.<\/li>\n<li>Strong multi-state tax experience is required.<\/li>\n<li>Backgrounds considered include:\n<ul data-spread=\"false\">\n<li>Premium Tax \/ Insurance Tax (preferred)<\/li>\n<li>Indirect Tax (Sales & Use, Gross Receipts, SALT)<\/li>\n<li>Corporate Tax with significant multi-state exposure<\/li>\n<li>Public Accounting (Big 4 or regional firms) with tax specialization<\/li>\n<\/ul>\n<\/li>\n<li>Insurance industry experience is strongly preferred but not required.<\/li>\n<li>Experience managing projects, teams, or third-party vendors.<\/li>\n<li>Knowledge of GAAP tax reporting and\/or statutory accounting principles.<\/li>\n<li>Experience with tax reporting systems such as Premium Pro, Oracle, or similar platforms is a plus.<\/li>\n<li>Strong analytical, communication, and problem-solving skills with a process improvement mindset.<\/li>\n<\/ul>\n<h2>Why This Opportunity?<\/h2>\n<ul data-spread=\"false\">\n<li>Lead the integration and transformation of the premium tax function following a major acquisition.<\/li>\n<li>High visibility with executive leadership and significant ownership over key initiatives.<\/li>\n<li>Opportunity to implement and optimize Premium Pro and modernize tax processes.<\/li>\n<li>Broad exposure across premium tax, indirect tax, statutory reporting, and operational tax leadership.<\/li>\n<li>Collaborative environment with clear opportunities for long-term career growth.<\/li>\n<\/ul>\n<p> If you are qualified and interested, please apply and reach out to jordan.dionne@oliverjames.com.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Sm9yZGFuLkRpb25uZS4xMTg2NC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Premium Tax Manager About the Opportunity Our client is a well-established specialty property & casualty insurance organization undergoing an exciting transformation following a recent acquisition. They are seeking a Premium Tax Manager to lead premium tax compliance, statutory reporting, and process integration efforts across…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1310],"class_list":["post-10232","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-new-york"],"acf":{"job_reference":"JOB-062026-308905_1782222631","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-21","salary_currency":"USD","salary_from":"120000","salary_to":"145000","salary_per":"annum","salary_benefits":"","salary":"US$120000 - US$145000 per annum","custom_data":"","application_email":"Jordan.Dionne.11864.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Sm9yZGFuLkRpb25uZS4xMTg2NC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Jordan Dionne","contact_email":"Jordan.Dionne@oliverjames.com","contact_telephone":"+1 646 891 1772","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"New York","job_location_raw":"N. 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The business has a long-standing reputation in the insurance market and is entering an exciting phase of expansion through both organic growth and strategic acquisitions.<\/p>\n<p> Current revenue is approximately $20M, with a target of reaching $50M by the end of 2026 and a longer-term goal of scaling to $150M within five years. As the business grows, significant investment is being made in infrastructure, systems, and talent to build a scalable, integrated finance function.<\/p>\n<p> The organization offers an entrepreneurial, growth-oriented environment with strong leadership and a collaborative culture.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Position Overview<\/h2>\n<p>This is a highly visible finance leadership role with significant exposure to executive leadership and private equity stakeholders. Reporting into senior finance leadership, the Director of Accounting & Finance will play a critical role in supporting the business through rapid growth, operational scaling, and acquisition integration.<\/p>\n<p> This role combines hands-on operational finance leadership with strategic oversight. 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The business has a long-standing reputation in the insurance market and is entering an exciting phase of expansion through both organic growth and strategic acquisitions.<\/p>\n<p class=\"isSelectedEnd\">Current revenue is approximately $20M, with a target of reaching $50M by the end of 2026 and a longer-term goal of scaling to $150M within five years. As the business grows, significant investment is being made in infrastructure, systems, and talent to build a scalable, integrated finance function.<\/p>\n<p class=\"isSelectedEnd\">The organization offers an entrepreneurial, growth-oriented environment with strong leadership and a collaborative culture.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Position Overview<\/h2>\n<p class=\"isSelectedEnd\">This is a highly visible finance leadership role with significant exposure to executive leadership and private equity stakeholders. Reporting into senior finance leadership, the Director of Accounting & Finance will play a critical role in supporting the business through rapid growth, operational scaling, and acquisition integration.<\/p>\n<p class=\"isSelectedEnd\">This role combines hands-on operational finance leadership with strategic oversight. The successful candidate will be deeply involved in day-to-day finance operations while also helping shape the long-term financial infrastructure of the business.<\/p>\n<p class=\"isSelectedEnd\">The role carries a strong focus on:<\/p>\n<ul data-spread=\"false\">\n<li>FP&A<\/li>\n<li>Budgeting & forecasting<\/li>\n<li>Financial reporting<\/li>\n<li>Operational finance<\/li>\n<li>M&A integration<\/li>\n<li>Process improvement<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\">This position is ideal for a strong Controller or finance leader ready to step into a broader, more strategic leadership role.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Key Responsibilities<\/h2>\n<ul data-spread=\"false\">\n<li>Lead all core accounting and finance operations, including financial reporting, budgeting, forecasting, and cash flow management<\/li>\n<li>Drive FP&A activities to support business performance, strategic decision-making, and leadership reporting<\/li>\n<li>Partner with executive leadership to provide financial insights and operational recommendations<\/li>\n<li>Build scalable financial processes, reporting infrastructure, and controls to support rapid growth<\/li>\n<li>Support acquisition onboarding, integration, and financial consolidation efforts<\/li>\n<li>Lead process improvement initiatives across finance and accounting operations<\/li>\n<li>Oversee financial systems, reporting tools, and data integrity across the organization<\/li>\n<li>Manage and develop the finance team as the business continues to expand<\/li>\n<li>Partner with corporate leadership and private equity stakeholders on strategic initiatives<\/li>\n<\/ul>\n<div>\n<hr \/>\n<\/div>\n<h2>Candidate Profile<\/h2>\n<h3>Ideal Background<\/h3>\n<ul data-spread=\"false\">\n<li>Currently operating at Controller, Director of Accounting, or Director of Finance level<\/li>\n<li>Experience working in a Insurance carrier or broker<\/li>\n<li>Strong accounting and finance leadership experience within an insurance brokerage or related environment strongly preferred<\/li>\n<li>Experience working in high-growth, acquisitive, or private equity-backed businesses<\/li>\n<li>Strong background in FP&A, budgeting, forecasting, and operational finance<\/li>\n<li>Experience supporting acquisitions, integration’s, and business scaling initiatives<\/li>\n<li>Experience with agency management systems highly desirable<\/li>\n<\/ul>\n<\/div>\n<p>For a confidential discussion or to learn more, please contact Matt Labriola at Oliver James via Matt.Labriola@OliverJames.com<\/p>\n<p>For this opportunity, we are happy to consider both local candidates to the Atlanta region, or relocators from across the US. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/TWF0dC5MYWJyaW9sYS4wMzM4OS4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Director of Accounting & Finance Location: Atlanta, GA (Hybrid – 3 days onsite)Office: NorthPark Town Center, 1200 Abernathy Rd NE, Suite 900, Building 600, Atlanta, GA 30328 Company Overview Our client is a well-established insurance brokerage platform undergoing significant growth following a recent private…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1418],"class_list":["post-10229","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-atlanta"],"acf":{"job_reference":"JOB-062026-308271_1782221537","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-21","salary_currency":"USD","salary_from":"140000","salary_to":"180000","salary_per":"annum","salary_benefits":"","salary":"US$140000 - 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