Finance Manager

Atsali Search LLC; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid/Remote options

Performance-based bonus

401(k) plan

Job summary

Atsali Search LLC partners with a fast-growing, PE-backed insurer to hire a Finance Manager. You will join a lean FP&A team supporting multiple operating companies and an active M&A pipeline.

The role requires strong modeling, budgeting, forecasting, and strategic analysis to inform senior executives and the PE sponsor. The ideal candidate will translate complex financial data into clear recommendations, develop initial analyses, and refine them as information evolves, all in a fast-paced

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3–5+ years of corporate finance/FP&A, investment banking, consulting, PE, or related experience.
• Advanced Excel and PowerPoint skills with significant financial modeling experience.

Responsibilities

• Partner with senior executives on annual budgeting and monthly forecasting.
• Develop and maintain detailed financial models, forecasts, and management reports.
• Build understanding of revenue, expenses, headcount, capex, and drivers.
• Analyze results and translate findings into actionable recommendations.
• Prepare monthly reporting and executive-level presentations.
• Build business cases and perform ad hoc analyses for growth initiatives.
• Evaluate potential acquisitions and expansion opportunities through modeling.
• Assist in board materials related to performance, M&A, and capital initiatives.
• Help improve FP&A processes, reporting tools, models, and data visualization.

Skills

Advanced Excel

PowerPoint

Financial modeling

Analytical thinking

Communication skills

Tableau/Power BI

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Excel

Tableau

Power BI

Job description

Atsali Search is partnering with a fast-growing, private equity-backed insurance company to hire a Finance Manager. This newly created position will join a lean corporate finance team supporting a growing portfolio of operating companies and an active M&A pipeline. Insurance industry experience is strongly preferred.

This is a highly visible, hands-on role with direct exposure to senior executives and the company’s private equity sponsor. The Finance Manager will support budgeting, forecasting, financial reporting, strategic analysis, board materials, and the evaluation of acquisition opportunities.

The ideal candidate is a strong financial modeler who can work effectively in a fast-moving environment where information may be incomplete, or priorities may change quickly. This person should be comfortable developing a credible initial analysis, refining it as new information becomes available, and translating complex financial data into clear recommendations.

Key Responsibilities

• Partner with senior executives and operating-company leaders on annual budgeting and monthly forecasting.
• Develop and maintain detailed financial models, forecasts, business plans, and management reports.
• Build a strong understanding of revenue, expenses, operating drivers, headcount, capital investments, and other factors affecting business performance.
• Analyze financial and operational results and translate findings into actionable recommendations.
• Prepare monthly reporting and executive-level presentations to support business decisions.
• Build business cases and perform ad hoc analysis related to growth initiatives, investments, optimization opportunities, and strategic planning.
• Evaluate potential acquisitions and other expansion opportunities through financial modeling, underwriting, and pro forma analysis.
• Assist in preparing board-level and investor-facing materials related to company performance, M&A, and capital initiatives.
• Help improve FP&A processes, reporting tools, models, and data visualization capabilities.
• Collaborate with operating leaders to provide practical, data-driven insights that improve decision-making.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Approximately 3–5+ years of relevant experience in corporate finance, FP&A, investment banking, consulting, private equity, accounting, or a related environment.
• Advanced Excel and PowerPoint skills, including significant financial modeling experience.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Ability to work with speed, accuracy, and urgency in a fast-paced environment.
• Excellent written and verbal communication skills.
• Ability to turn complex analysis into concise, decision-oriented presentations.
• Experience with Tableau, Power BI, or similar analytical and visualization tools is a plus.
• Property and casualty insurance experience is preferred but not required.
• Exposure to M&A, acquisition modeling, or transaction analysis is a plus.

Highlights

• Newly created role resulting from continued growth and acquisition activity.
• Direct exposure to the C-suite and private equity sponsor.
• Meaningful involvement in budgeting, forecasting, strategy, M&A, and board reporting.
• Entrepreneurial environment with significant ownership and visibility.
• Flexible work environment with limited, ad hoc travel.
• Competitive base salary and performance-based bonus
• 401(k) plan with company match
• Flexible hybrid or remote work environment
• Collaborative, inclusive, and high-performing culture