This is a leading national insurance broker with decades of experience delivering tailored commercial and personal insurance solutions. Known for strong relationships and trusted expertise, the business operates across New Zealand and is proud of its professional, client-focused reputation.
About the Role
This newly created, strategic role connects finance with broking to deliver proactive analysis, commercial insight and planning that lift performance, support growth and safeguard financial integrity. You’ll own budgeting and forecasting, enhance reporting and dashboards, and act as a trusted advisor to leaders and brokers.
Duties
- Partner with broking managers and leadership to translate drivers into action
- Lead budgeting, forecasting and financial planning processes
- Deliver commercial insights on commissions, profitability and growth opportunities
- Develop dashboards, broker performance reporting and month‑end packs
- Oversee management accounts, board, partner and Group reporting
- Enhance cash flow reporting, monitoring liquidity and working capital
- Support M&A due diligence, integration and post‑acquisition analysis
- Provide analysis for insurer negotiations, fee structures and compliance projects
- Coach and mentor Finance team members; optimise workflows and delivery
- Ensure robust controls, compliance with accounting standards and industry regulations
- CA or CPA qualified with 5+ years’ post‑qualification experience
- Background in insurance or professional services (Big 4 experience advantageous)
- Advanced modelling, analysis and dashboard/reporting capability
- Proven track record influencing senior stakeholders with clear, actionable insights
- Experience across M&A valuation, due diligence and integration
- Confident leadership, coaching mindset and strong communication skills
You’ll join a professional, relationship-led team that aims to exceed expectations. The culture values accountability, continuous improvement and clear communication, with a focus on working closely across broking and finance to achieve outstanding outcomes.
Benefits
- Impact at pace in a visible, business‑facing role
- Access to senior leaders, Group stakeholders and equity partners
- Supportive culture focused on development and improvement
- Competitive remuneration package
Click the APPLY button to submit your CV and cover letter. For a confidential discussion, contact Wendy Clarke at Farrow Jamieson on +64 3 963 9157.
