Collectivfide Insurance Group Inc.

Financial Planning and Analysis

• Partner with the CEO and Board to define and execute the company's long-term growth strategy
• Evaluate acquisitions, partnerships, capital investments, and new business opportunities
• Lead enterprise-wide scenario planning and strategic financial analysis
• Identify and improve key drivers of shareholder value
• Provide independent challenge and insight to executive decision-making
• Assess strategy alignment, governance, and compliance and recommend improvements
• Analyze cash flow and liquidity to ensure optimal cash utilization and availability
• Use IRR and WACC to inform decision-making
• Ensure acquisitions deliver expected financial and strategic outcomes
• Track post-acquisition performance, value realization, and portfolio performance
• Create and maintain financial models and forecasts
• Conduct scenario analysis for strategic decisions and investment opportunities
• Manage and optimize current and future cash flow
• Prepare the company for capital raises, loans, external capital, and M&A activities
• Prepare investor presentations for capital markets participants, investors, and lending vendors
• Establish and monitor KPIs linked to growth, EBITDA, cash flow, capital efficiency, and shareholder returns
• Lead quarterly business performance reviews with executive leadership
• Drive accountability for financial performance across operating companies
• Explain financial drivers to business leaders and drive improvement actions
• Monitor and manage the debt portfolio, including analysis, issuance, repayment, and refinancing
• Support equity and debt offerings, including due diligence, valuation, and pricing
• Understand group tax requirements and implement tax strategies
• Provide financial expertise, reporting, risk mitigation, and recommendations to the Board, investors, and stakeholders
• Establish scalable financial processes, procedures, controls, and solutions
• Build and lead a high-performing finance team
• Collaborate across departments to steer corporate change and financial strategy
• Align stakeholders and motivate the team around the company vision
• Influence executive and Board decision-making
• Build capability and leadership bench strength within the finance function

Chief Financial Officer

Representative

• Provide back-end and processing support to the commercial lines team
• Support the Commercial Lines team and Manager with non-client-facing policy administration functions
• Develop comprehensive knowledge and understanding of the EPIC Broker Management System
• Issue Certificates of Insurance
• Review policy documents for accuracy, including renewals, endorsements, and payment plans
• Enter assigned new business in carrier portals
• Prepare invoices and finance contracts
• Follow up with clients, brokers, and insurance company partners regarding outstanding payments, missing documentation, and information required for policy transactions
• Support Account Managers with driver approvals, including obtaining and verifying Letters of Experience and Motor Vehicle Records
• Organize documents, attach them to files, and label them
• Perform data entry and prepare applications
• Facilitate client file or broker management clean-up projects
• Assist in pulling or reviewing reports
• Provide additional support to the broker team, including letters and pink slips
• Attend Commercial Lines team meetings and functions
• Stay informed about carrier offerings, product updates, and procedural changes
• Perform other responsibilities as assigned

Technical Service Representative – Commercial Lines

• Provide back-end and processing support to the commercial lines team
• Handle non-client-facing policy administration functions
• Develop comprehensive knowledge and understanding of the EPIC Broker Management System
• Issue Certificates of Insurance
• Review policy documents for accuracy, including renewals, endorsements, and payment plans
• Enter assigned new business in carrier portals
• Invoice and prepare finance contracts
• Follow up with clients, brokers, and insurance company partners regarding outstanding payments, missing documentation, and required information
• Support Account Managers with driver approvals, including Letters of Experience and Motor Vehicle Records
• Organize documents, attach them to files, and label them
• Perform data entry and prepare applications
• Facilitate client file or broker management clean-up projects
• Assist in pulling or reviewing reports
• Provide additional support to the broker team, including letters and pink slips
• Attend Commercial Lines team meetings and functions
• Stay informed about carrier offerings, product updates, and procedural changes
• Perform other responsibilities as assigned