Finance Manager

Lockton Companies; Kansas City (MO); On-site; USD 80,000 - 110,000; Full time

Job summary

Lockton Companies in Kansas City, MO seeks a senior finance professional to deliver in-depth analysis, budgeting, forecasting, and strategic modeling. You will partner with management to provide actionable insights and develop BI dashboards that drive business decisions.

The role requires GAAP knowledge, consolidation experience, and the ability to present complex data to senior leadership. You’ll collaborate across functions in a fast-paced environment with growth opportunities.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• Strong analytical skills and ability to model data.
• Experience presenting to executive leadership.

Responsibilities

• Analyze current and past trends in revenue, payroll, and operating expenses to provide financial recommendations.
• Develop budgets, forecasts, and operating plans; build modeling tools.
• Provide KPI and trend analysis of Series performance; benchmark analyses.
• Prepare presentations for Series Executive Committee and senior management.
• Develop financial models to support strategic initiatives; implement BI dashboards.

Skills

Project management

Analytical skills

Cross-functional collaboration

Presentation skills

Excel & PowerPoint modeling

GAAP knowledge

Education

Bachelor's degree in Finance or Accounting

Advanced degree or professional certification preferred

Tools

Microsoft Excel

PowerPoint

Job description

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

• Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses, including:
  • Provide in-depth revenue variance analysis by line-of-business
  • Provide fee and commission profitability analysis
  • Provide human capital management analysis
  • Provide Producer surplus/deficit forecasting and analysis
• Support Series senior management team and department heads with in-depth analysis
• Provide internal and external benchmark analyses
• Provide KPI’s and trend analysis of Series performance
• Provide Series Producer Lifecycle analyses
• Provide Series investment support, modeling, and analysis
• Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure
• Participate in development of budget, financial forecast, operating plan and modeling tools
• Provide human capital management analysis
• Prepare presentations to Series Executive Committee and senior management
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Ad-hoc reporting and analysis
• Implement and work with a business intelligence tools and dashboard reports
• Develop financial models and analyses to support strategic initiatives

Qualifications

• Bachelor’s degree in Finance or Accounting.
• Advanced degree or professional certification preferred
• 5+ years relevant finance experience required
• Demonstrated project management skills, ability to apply sound business judgment and analytical skills
• Ability to work independently without significant structure and operate effectively within a fast-paced, complex and dynamic organization
• Ability to work well across several functions to draw in information necessary to complete projects
• Excellent presentation skills and experience interfacing with executive management
• Ability to model and analyze data with the ability to dimensionalize and communicate data in a user friendly and consumable format including Microsoft Excel and PowerPoint
• Requires technical accounting knowledge (GAAP), background in consolidation accounting in addition to a core competency in traditional financial planning, analysis and systems

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.