Manager, Corporate Finance

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. 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 offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

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. Ranked as one of the fastest-growing companies in the U.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.

Trucordia Values

• 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 COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• 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. 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,…