Group Finance Director; David Roberts & Partners

About DR&P Group

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers.

With businesses spanning the UK and Europe. We have a team of over 350 dedicated colleagues, we place over >£600m premium worldwide with direct access to Lloyd’s of London and other specialist international markets.

While our businesses operate at a local level, the Group's infrastructure empowers us to compete with and win against the multinational brokers. The objective is always to provide the best possible service and protection for our clients.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance business and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.

BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs.

Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.

As a result of significant growth, this is an exciting opportunity for a finance professional to join a dynamic team in Finance.

The main purpose of the role is to oversee financial analysis and support the reporting and management information for DR&P pillars; understanding significant drivers impacting performance.

Your focus will be on the DR&P enterprise, whilst working alongside key BMS Group colleagues including the UK & International CFO and Group CFO.

• Provide leadership, oversight and accountability for the preparation of internal MI and legal entity results
• Actively participate in, and provide leadership over, the budgeting and planning process and ensure budget and forecast processes are efficient, timely and accurate
• Oversee all regulatory reporting for DR&P
• Oversee credit control and cash management functions, including cash receipt and application, disbursements, reconciliation and safeguarding of assets and associated accounting
• Champion continuous improvement and ensure teams are continually working to improve processes
• Oversee preparation of tax filings and provisions, tax planning and strategy
• Assist local management in presenting new business initiatives and/or major project or expense plans
• Represent DR&P Finance in strategic accounting, finance and business initiatives as they arise
• Build and maintain a close working relationship with the BMS Group CFO to ensure DR&P financial reporting needs are met with effective financial controls in place

• Qualified accountant having previously held the role of Finance Director/Controller within an insurance or broking environment
• An appreciation for agile and high growth, entrepreneurial environments would be a distinct advantage, as well as knowing some of the UK reporting requirements and private equity ownership structures.
• Strong commercial understanding, providing financial insight and analysis to support the DR&P CEO
• Demonstrable track record of being able to develop and influence overall business strategy and leading finance department initiatives to implement strategy
• Excellent communication skills and the ability to manage conflict, complexity and competing priorities well, representing DR&P to internal and external stakeholders.
• Major project delivery experience with the ability to implement and adapt to finance change
• Demonstrable experience of delivering a best practice financial control environment
• Ability to build trusted relationships with both internal and external stakeholders.
• Experience of managing and developing teams as well as individuals
• Experience…