Working at Kaplan CFO
Kaplan CFO is always searching for experienced financial leaders with a strong track record of C-level strategic and management success.
What we look for in a potential partner:
Experience & Success: Clients who partner with Kaplan CFO expect a high level of experience. We look for individuals with at least 20 years of C-level financial management experience and a demonstrated history of sustained success as a Chief Financial Officer
Entrepreneurship: Our CFOs are entrepreneurs at heart, self-starters who eagerly embrace new challenges.
Business Savvy: Our CFOs don't just run numbers, most have hands-on experience running companies. They understand the bigger picture and can relate to the business challenges our clients face.
Passion: Above all, Kaplan CFO partners are passionate about our clients and eagerly embrace the opportunity to help them grow.
What potential partners expect from us:
Challenging engagements: Each client is carefully vetted to ensure a good fit with the Kaplan CFO business model and selected with a specific partner in mind.
Collaborative peer support: When partners are not on-site, we’re working together—brainstorming ideas, sharing solutions and leveraging our collective experience for the good of our clients.
Commensurate compensation: We expect our partners to perform at the highest level for our customers. In return, they expect to be compensated accordingly.
Professional independence: At Kaplan CFO, partners create their own success. Every partner has autonomy within their engagements.
Interested in a career with Kaplan CFO Solutions? We’d like to hear from you. Please send a copy of your resume and cover letter to [email protected]. If you are interested in applying for a specific open position, make sure to put the name of the position in the subject line.
Opportunities With Our Clients
Many of our Kaplan CFO clients are looking to fill positions with in their organization. Contact us at [email protected] for more information.
Quility: Business Analyst, Swannanoa, NC
Quility is a leading technology-enabled, independent provider of insurance protection and financial wellness solutions. With thousands of agents operating in all 50 states, and a corporate staff of over 150 strong, we forge long-lasting relationships with America’s families and curate life insurance solutions to meet their evolving needs. Our advisors, partners and team members come from a variety of backgrounds, but we all have one thing in common: We are dedicated to helping our clients protect what matters most.
Objectives (The Big Picture)
This is a rare opportunity. We are not a flash in the pan. We are a team of seasoned professionals with experience across multiple disciplines. Yet Quility is a ground-level opportunity. This Analyst will be the very first hire within Quility’s Management Reporting function. That comes with the opportunity to work alongside Quility’s executives to build something new. Something that didn’t exist yesterday. The opportunity to offer feedback that will actually be heard. And the opportunity to think creatively instead of just entering values into cells. With every quarter we will have new strategies to design, new challenges to overcome, and new projects to execute.
Essential Functions (Details/Day to Day)
Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from design to execution
Interpret data, analyze results using analytics, research methodologies, and statistical techniques
Develop and implement data analyses, leverage data collection systems and other strategies for statistical efficiency and accuracy
Prepare, analyze, and summarize various periodic, pro forma and ad hoc operational results for use by various key stakeholders
Evaluate key performance indicators, provide ongoing reports, and make data driven recommendations
Competencies (Must-Have Skills)
The ability to work efficiently with applicable finance and data analytics programs. Excel, SQL, Power BI or other analogous platforms.
The desire to grow and get better within key facets of one’s life
The ability to learn quickly and think critically
Curiosity, an innate desire to learn
Self-motivated with that ability to work both autonomously and with others
Strong business acumen with an understanding of what makes a business great
The willingness to help across multiple departments and functions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Will consider a distributed employee. Distributed employees may be asked to occasionally travel to Asheville for meetings and\or training.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. The employee is frequently required to sit for long periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
Required Education and Experience:
Bachelor’s degree in Finance, Statistics, Economics, Mathematics, or a related field preferred. Certifications within statistical or financial fields are considered. Graduate studies within related fields is a plus.
3-5 years of experience in a Finance role requiring the synthesis and analysis of complex data is required.
Advanced Excel required. Ability to run queries or other analysis across large data sets required. Competence using data visualization softwares such as Powe BI or Tableau is preferred. Ability using relevant statistical programming languages such as R and Python is a plus.
Insurance industry experience is a plus.
Quility is a Microsoft 365 business environment so experience using relevant Microsoft financial applications is a plus.
Additional Eligibility Qualifications
None required for this position.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
To apply, send a copy of your resume and cover letter to [email protected] and make sure to put “Quility Business Analyst” in the subject line.