Manager, Corporate Finance

Trucordia Insurance Services, LLC; Lindon (UT); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA/HSA

Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking an experienced FP&A professional to drive budgeting, forecasting, and financial analysis across the organization. The role focuses on improving reporting accuracy, building advanced financial models, and delivering clear insights to senior management.

The ideal candidate will have a Bachelor's degree in Accounting or Finance, 4+ years in corporate finance (preferably in insurance), and strong proficiency with Excel and Power BI for reporting and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field with 4+ years in corporate finance or similar.
• Experience in corporate financial analysis for insurance preferred.
• Proficiency with Excel, Power BI, and data visualization for reporting.

Responsibilities

• Lead FP&A activities: budgeting, forecasting, variance analyses, and management reporting.
• Build and maintain KPI dashboards and financial models to support decision making.
• Collaborate with Accounting to close books timely and accurately.
• Prepare monthly/quarterly management reports and communicate key messages to senior leadership.

Skills

Financial analysis

Forecasting

Variance analysis

Budgeting

KPI dashboards

GAAP understanding

Communication with leadership

Problem solving

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Tools

MS Excel

Power BI

Power Pivot

Power Query

Macros

Lookups

PowerPoint

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Job Duties: Conduct FP&A activities, including budgeting, forecasting, variance analysis, management reporting, financial modeling, and optimizing reporting systems to improve company’s financial position. Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company. Use financial modeling to simulate financial scenarios. Present potential scenarios and outcomes to management team. Prepare and publish departmental and organizational financial documents. Prepare monthly and quarterly management reporting by analyzing financial results, understanding key trends, assessing current and future business risks, and communicating and presenting key messages to senior management. Create and maintain operating plans, annual budget, monthly forecasts, and variance analysis. Collaborate across the organization for financial review, data verifications, reporting, and analysis that will drive increased productivity and accuracy. Work with Accounting team for timely and accurate closure of books of accounts. Build and maintain relevant KPI dashboards. Examine financial documents to verify accuracy and adherence to financial regulations and acceptable financial principles. Develop or recommend solutions for problems or situations.

Qualifications

Minimum Requirements: Bachelor’s degree or equivalent in Accounting, Finance, or related field plus 4 years’ experience in corporate finance or related role. Must have 4 years’ experience with: conducting corporate financial analysis in the insurance industry; financial modeling including variance and performance analysis models, trend analysis models, scenario and sensitivity analysis models, and three-statement financial models; budgeting and budgetary control; financial forecasts; variance analysis; EBITDA Adjustments (Add Backs); preparing, interpreting and presenting financial statements and reports; accounting principles such as GAAP, accrual principle, prudence principle, matching principle, and materiality principle; MS Excel, MS PowerPoint, Macros, Power Pivot, Lookups, Power Query, and Power BI, for report automation and data visualization; expense audit; agency management systems, and accounting and financial systems. Experience may have been gained from pre-bachelor’s work experience. Telecommuting is permissible.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.