Strategic FP&A Manager, Corporate Finance (Remote)

Trucordia Insurance Services, LLC; 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 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.