MANAGER CFO (H/F)

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 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. 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.
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

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 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. 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. Examine financial documents to verify accuracy and adherence to financial regulations and acceptable financial principles. 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; financial forecasts; variance analysis; 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.

How to Apply:

Select “I’m Interested” below to submit your application and upload your resume. Medical, Dental, Vision
~ Life Insurance and AD&D
~ Supplemental Health Insurance
~ EAP
~ 11 Paid Holidays
~ Flexible PTO
~The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; 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. This includes resumes submitted directly to hiring managers without contacting Trucordias Talent Acquisition Department.
Department Name: Finance & AccountingOffice Type: Remote