HFBY-300

Finance executive driving enterprise performance through FP&A, M&A integration, and operational discipline. Trusted partner to leadership, delivering margin expansion, cost optimization, and scalable financial infrastructure. Known for building teams, improving decision-making, and aligning finance with business strategy.

DIRECTOR OF FINANCIAL OPERATIONS                                                              

Drive financial integration across 40+ acquired entities (10 directly owned) while overseeing brokerage finance.  Serve as M&A financial lead, driving alignment, compliance, and post-acquisition value creation.  Built enterprise synergy tracking adopted by leadership to support cost and revenue optimization. 

• Orchestrate financial integration for 10 profit centers within a 40+ entity acquisition, aligning financials, controls, and reporting to enterprise standards
• Validate deal economics and financial integrity through balance sheet review, earnout structuring, and working capital adjustments
• Drive enterprise compliance and risk mitigation by resolving policy, process, and SOX gaps within 12 months post-acquisition
• Designed and deployed enterprise-wide PowerBI synergy platform, enabling leadership to quantify and capture cost savings and revenue opportunities
• Lead post-acquisition restructuring and consolidation strategy to improve operating efficiency, scalability, and long-term performance
• Build and scale acquisitions finance infrastructure, including onboarding frameworks, team development, and leadership placement 

REGIONAL FINANCIAL DIRECTOR                                                                                 Jul 2021 - Present

Lead FP&A for national brokerage division, managing a 20+ person team and supporting $46.7M (34.5%) revenue growth. Influence executive decisions through forecasting, KPI development, and performance analysis while improving operational efficiency and margin performance. 

• Drove $46.7M (34.5%) revenue growth through FP&A leadership, forecasting, and strategic business partnership
• Managed and developed 20+ person finance team, advancing multiple team members into leadership roles through structured mentorship and career pathing
• Partnered with executive leadership on ROIC modeling, compensation redesign, and cost initiatives delivering $30K per month in savings
• Maintained team operating costs at approximately 0.8% of revenue against a 1% target, outperforming peers and contributing to margin expansion
• Built PowerBI dashboards and KPI frameworks, shifting leadership from revenue-focused to data-driven decision-making
• Standardized FP&A processes and deployed financial tools across 50+ users, improving forecasting accuracy and operational consistency 

FINANCIAL DIRECTOR                                

Directed financial operations for Decus Insurance Brokers following acquisition by Brown & Brown, overseeing GAAP/IFRS reporting, treasury optimization, and UK/Ireland integrations.  Led integration of two acquisitions, improved margins by 5.3%, and strengthened financial controls, reporting accuracy, and scalability during international expansion. 

• Led financial operations and reporting for Decus Insurance Brokers within Brown & Brown’s international division, delivering GAAP and IFRS-compliant financials on accelerated timelines
• Directed financial integration of BdB (2022) and O’Leary Insurance Group in Ireland (2021), aligning reporting, controls, and operational processes during COVID disruption
• Increased margins by 5.3% through restructuring, resource allocation, and automation of finance processes
• Reduced banking fees by over 50% and increased interest income from $3K to $110K through treasury optimization
• Built multi-currency consolidation and variance analysis tools, improving reporting accuracy, scalability, and audit readiness
• Served as financial liaison across international teams, ensuring continuity and alignment through leadership transitions

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com