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Manager, Corporate Finance

PCF INSURANCE SERVICES

Remote · USJobSeen 2 days agoSeen in employer's feed 2 days ago

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At a glance

Compensation
No compensation found
Location
Remote · US
Work Authorization
Not specified

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Job overview

The Manager, Corporate Finance conducts financial planning and analysis for Trucordia Insurance Services, including budgeting, forecasting, financial modeling, and management reporting. The role analyzes financial health and business risks, presents scenarios and key messages to management, maintains KPI dashboards, and collaborates with Accounting and other teams to support accurate reporting and financial operations. Telecommuting is permissible.

Skills & qualifications

RequiredNice to have

Skills

Corporate Financial AnalysisFinancial ModelingVariance AnalysisPerformance AnalysisTrend AnalysisScenario AnalysisSensitivity AnalysisThree-Statement ModelingBudgetingBudgetary ControlFinancial ForecastingEBITDA AdjustmentsFinancial Statement PreparationFinancial Statement InterpretationFinancial ReportingGAAPAccrual PrinciplePrudence PrincipleMatching PrincipleMateriality PrincipleMicrosoft ExcelMicrosoft PowerPointMacrosPower PivotLookupsPower QueryPower BIReport AutomationData VisualizationExpense AuditingAgency Management SystemsAccounting SystemsFinancial Systems

Qualifications

Bachelor's in Accounting, Finance, or Related Field or Equivalent4 Years Corporate Finance Experience4 Years Insurance Industry Analysis4 Years Financial Modeling Experience4 Years Budgeting Experience4 Years Financial Forecasting Experience4 Years Variance Analysis Experience4 Years EBITDA Adjustments Experience4 Years Financial Reporting Experience4 Years Accounting Principles Experience4 Years Microsoft Excel, PowerPoint, and BI Tools Experience4 Years Expense Audit Experience

Full job description

JOB TITLE: Manager, Corporate Finance EMPLOYER: Trucordia Insurance Services, LLC JOB LOCATION: Lindon, UT 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. 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. HOW TO APPLY: Submit resume and apply online at www.trucordia.com/trucordia-careers, and search for job by title. Reference code NT-SWA-26.

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