Finance Rating Agency Manager

• Manages rating agency relationships and processes with the four Nationally Recognized Statistical Rating Organizations, A.M. Best, Standard & Poor's, Moody's and Fitch.
• Develops a strategy and presentation materials for management meetings with rating analysts. Works with company executives who present to the rating agencies during management meetings.
• Responds to recurring and ad-hoc requests for data from the rating agencies.
• Stays abreast of industry credit rating criteria, methodology, trends and developments of rating criteria. Reviews the credit opinions for proprietary information and factual accuracy, and responds accordingly.
• Partners with senior management to maintain and enhance rating agency relationships.
• Oversees the Corporate Responsibility-related efforts of the company.
• Responsible for the annual Corporate Responsibility Report highlighting the company's Corporate Responsibility activities. Collects and reports on Corporate Responsibility-related data and metrics.
• Stays up-to-date on Corporate Responsibility-related regulatory, rating agency and industry activity and keeps management informed.
• Interacts with the Corporate Responsibility steering committee comprised of senior leaders and carries out strategic initiatives related to Corporate Responsibility.
• Participates in investor relations activities, including preparation of data and materials for investor communications.
• Develops competitive analysis and benchmarking for all areas of the enterprise. Stays current on trends in our business, networking and being aware of our competitors' strategies and initiatives.
• Understands through detailed analysis and can explain to senior management the month-to-month and year-to-date fluctuations in the Company's financial statements.
• Implements effective processes and procedures for accomplishing and improving the department's procedures.
• Leads a team of individuals on projects.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree - Required
• Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
• Demonstrated experience working where independent decision-making has been necessary. Proven experience must include identifying and resolving problems where independent decision-making and initiative are required. - Required
• Demonstrated substantial technical financial knowledge and experience, especially related to statutory and GAAP reporting and financial statement analysis.
• Proven ability to analyze and interpret financial statements and apply a broad business perspective in summarizing results.
• Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency.
• Demonstrated ability to effectively interact and communicate with all levels of staff and management. Demonstrated experience leading and motivating teams, including providing direction, coaching and effective feedback to team members.
• Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
• Demonstrated ability to manage projects, including project development, organization and completion. Cite examples of project management skills in planning, executing and maintaining a project from start to finish.
• Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
• Demonstrated experience working where independent decision-making has been necessary. Proven experience must include identifying and resolving problems where independent decision-making and initiative are required.
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
• Demonstrated strong leadership skills and flexibility to lead a team of associates from cross-functional areas towards a common goal/vision.
• Proficient in word processing, spreadsheet and accounting applications.
• Certified Public Accountant (CPA) Upon Hire - Preferred

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

• None

Western & Southern Financial Group