4 director finance jobs found in Carmel, IN

JOB SUMMARY This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. The part-time, Financial Controller will oversee all financial aspects of the agency, to ensure accurate reporting, and supporting strategic growth initiatives. This role manages accounting processes, financial planning, and internal controls to maintain profitability and operational efficiency . ROLES AND RESPONSIBILITIES: Prepare and review monthly, quarterly, and annual financial statements.  Own and manage the General Ledger working with the team to ensure accuracy. Lead and engage with the team to ensure revenue and related entries are posted by EOD BD 2. Support existing write-off processes and improvement, when warranted....

Company Purpose: The MJ Companies exists to inspire the success , fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success. Core Values Passionate: Shows genuine enthusiasm for their work and MJ’s mission  Goes above and beyond to meet or exceed goals.  Demonstrates a strong commitment to personal and team success.  Actively seeks opportunities to contribute and improve processes.  Inspiring: Leads by example, motivating others to reach their potential.  Provides positive feedback and encouragement to team members.  Shares knowledge and experiences to help the team grow.  Demonstrates integrity and builds trust through actions and words.  Curious: Asks thoughtful questions and seeks to understand different perspectives.  Continuously...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

About the job   Education Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered. Professional designations: CPFA, QKA, CRPS, or equivalent preferred. FINRA Series 6/7/65/66 licenses are strongly preferred. Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment. Knowledge & Experience 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities. Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required. Strong understanding of financial analysis and reporting. Ability to manage multiple client relationships in a fast-paced environment. Technical functions Proficiency with Microsoft 365, Power BI and data management tools. Strong written and verbal communication skills, including public speaking. Strong...