Financial Reporting Manager

Trilogy Health Services, LLC; Louisville (KY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Weekly pay

401(k) Company Match

Health, dental & life insurance start

Job summary

Trilogy Health Services is seeking a highly analytical Financial Reporting Manager to lead management and investor reporting, ensuring accuracy and timeliness. The role focuses on developing scalable reporting processes, delivering quarterly packages, and providing insights to executives and stakeholders.

Travel is minimal, and a CPA or MBA is required. The position offers a path to lead a small team, collaborate with external auditors, and implement AI-enabled tools to improve reporting

Qualifications

• Bachelor's degree required with 5–8 years of experience in financial reporting or accounting.
• CPA or MBA is required.
• Experience leading financial reporting and internal controls.

Responsibilities

• Owns and develops recurring management reporting, including monthly and quarterly financial reporting packages and KPI reporting.
• Translates financial results into actionable business insights for management and investors.
• Leads preparation and analysis of financial statements and cash flow statements.
• Partners with FP&A and finance leaders to connect P&L, balance sheet, and cash flow.
• Drives process improvements and evaluates AI-enabled tools to enhance reporting speed and accuracy.

Skills

Financial reporting

Variance analysis

Executive stakeholder communication

Team leadership

Technical accounting

Education

Bachelor Degree

Tools

AI-enabled tools

Job description

JOIN TEAM TRILOGY

Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Trilogy Health Services - a senior living provider with the continuous goal of being the Best Healthcare Company in The Midwest.

POSITION OVERVIEW

We are seeking a highly analytical and hands‑on Financial Reporting Manager to lead our management and investor reporting processes while serving as a key technical accounting resource for the organization. This role will own the development, accuracy, and delivery of financial reporting that helps management, investors, and other stakeholders understand the company’s financial performance and outlook. The ideal candidate combines strong financial reporting and technical accounting expertise with a practical, business-oriented mindset and strong business acumen.

• Owns and develops recurring management reporting, including monthly and quarterly financial reporting packages, KPI reporting, variance analysis, and executive‑level financial insights.
• Translates financial results into meaningful business insights and communicate key drivers, trends, and risks to management.
• Develops and maintains reporting processes that are scalable as the company grows.
• Leads the preparation and analysis of financial statements and related reporting schedules.
• Prepares, maintains, and improves the company’s statement of cash flows, including understanding and explaining operating, investing, and financing activities.
• Partners with FP&A and other finance leaders to connect P&L, balance sheet, and cash flow performance.
• Ensures financial reporting is accurate, timely, and supported by appropriate documentation and controls.
• Helps establish and maintain accounting policies, procedures, and internal controls.
• Evaluates and implements AI‑enabled tools that can improve the speed, accuracy, and quality of reporting and analysis.
• Identifies ways to eliminate manual processes and make reporting more scalable and efficient.
• Manages and develops one financial reporting team member, providing clear priorities, coaching, feedback, and professional development.
• Reviews and oversees work performed by direct report to ensure accuracy, timeliness, and adherence to reporting standards.
• Leads process improvements and projects that enhance the overall financial reporting function.
• Collaborates with external auditors and other external partners as needed.
• Other duties as assigned.

Travel: Yes: Minimally, as required (Typically less than 10%)

Qualifications

• Education: Bachelor Degree
  Experience: 5-8 years

Licenses and Certifications

• CPA or MBA required.

LOCATION

US-KY-Louisville

Trilogy Health Services

303 N. Hurstbourne Parkway

Louisville

KY

BENEFITS

• Competitive salaries and weekly pay
• 401(k) Company Match
• Mental Health Support Program
• Student Loan Repayment and Tuition Reimbursement
• Health, vision, dental & life insurance kick in on the first of the month after your start date
• First time homebuyers’ program
• HSA/FSA
• And so much more!

LIFE AT TRILOGY

Whether you’re looking for a new chapter, a change of pace, or a helping hand, Trilogy is committed to being the best place that you’ve ever belonged.

Six months of training, orientation and fun!

We believe in setting our employees up for success. That’s why your first six months are referred to as your “blue-badge” period - a time where you are encouraged to ask questions, ask for help when needed, and familiarize yourself with the company culture. Even when your blue badge period ends, you can rest assured that the Trilogy team will always have your back.

ABOUT TRILOGY HEALTH SERVICES

As one of Fortune’s Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor’s Top 100 Best Companies to Work, Trilogy is proud to be an equal opportunity employer committed to helping you reach your full potential and to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

FOR THIS TYPE OF EMPLOYMENT STATE LAW REQUIRES A CRIMINAL RECORD CHECK AS A CONDITION OF EMPLOYMENT.