Strategic Finance Manager — Analytics, Forecasting & BI

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

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.