Manager, Corporate Finance

Overview

This role supports Finance & Accounting through FP&A and advanced financial analysis. Responsibilities include budgeting, forecasting, variance analysis, financial modeling, management reporting, KPI dashboarding, and partnering with Accounting to support timely and accurate month-end close.

Telecommuting is permissible.

Responsibilities

• Conduct FP&A activities, including:
  • Budgeting and forecasting
  • Variance analysis
  • Management reporting
  • Financial modeling
  • Optimizing reporting systems to improve the organization’s financial position
• Perform advanced financial analyses to determine present and forecasted financial health
• Use financial modeling to simulate financial scenarios and present potential outcomes to senior management
• Prepare and publish departmental and organizational financial documents
• Prepare monthly and quarterly management reporting by analyzing financial results, identifying key trends, assessing current and future business risks, and communicating key messages to senior leadership
• Create and maintain operating plans, including:
  • Annual budget
  • Monthly forecasts
  • Variance analysis
• Collaborate across the organization for financial review, data verification, reporting, and analysis to improve productivity and accuracy
• Work with the Accounting team to support timely and accurate closure of books of accounts
• Build and maintain relevant KPI dashboards
• Review financial documents to verify accuracy and adherence to financial regulations and acceptable financial principles
• Develop or recommend solutions for identified financial problems or situations

Requirements

• Bachelor’s degree or equivalent in Accounting, Finance, or related field plus 4 years’ experience in corporate finance or related role
• 4 years’ experience with the following (insurance industry experience specifically required):
  • Conducting corporate financial analysis in the insurance industry
  • Financial modeling, including:
    • Variance and performance analysis models
    • Trend analysis models
    • Scenario and sensitivity analysis models
    • 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

Preferred Qualifications

• Not specified

Compensation & Benefits

Benefits include:

• 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

Location

Remote (Office Type: Remote)

Additional Notes

The employer is aware of scams involving false offers of employment and does not interview prospective candidates via instant message or group chat, request banking or credit card information during the interview process, or require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

The employer is an equal opportunity employer and decisions are based on merit, qualifications, and abilities without regard to protected characteristics.

Recruitment agencies: Unsolicited resumes are not accepted from agencies that have not signed a mutual service agreement.