Manager, Corporate Finance

Trucordia; Oregon; Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Disability Insurance

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a seasoned FP&A professional to drive budgeting, forecasting, variance analysis and financial modeling across the company. You will publish management reports, build KPI dashboards, and present scenarios to senior leadership.

You will collaborate with accounting for month-end closes and ensure compliance with GAAP while improving reporting systems and decision-making through data visualization and robust financial analyses.

Qualifications

• Bachelor's degree or equivalent in Accounting, Finance, or related field plus 4 years' experience in corporate finance or related role.
• Experience with corporate financial analysis in the insurance industry; financial modeling including variance and performance analysis models, trend analysis, scenario and sensitivity analysis, and three-statement models.
• Experience in budgeting and budgetary control, financial forecasts, variance analysis, EBITDA adjustments, and preparing/presenting financial statements and reports.

Responsibilities

• 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 scenarios.
• Present potential scenarios and outcomes to management; prepare and publish departmental and organizational financial documents.
• Prepare monthly and quarterly management reporting by analyzing results, trends, risks, and communicating key messages to senior management.
• Create and maintain operating plans, annual budget, monthly forecasts, and variance analysis; collaborate across the organization for financial review and reporting.
• Work with Accounting for timely closure of books; build and maintain KPI dashboards; verify documents for accuracy and regulatory compliance.

Skills

Financial analysis

Budgeting & forecasting

Variance analysis

Financial modeling

KPI dashboards

Data visualization

Education

Bachelor's degree or equivalent in Accounting, Finance, or related field

Tools

MS Excel

MS PowerPoint

Macros

Power Pivot

Lookups

Power Query

Power BI

Job description

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:

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

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company")

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.

Department Name: Finance & Accounting Office Type: Remote