Finance Manager

Lockton • Kansas City, MO

6d

About The Position

The Finance Manager will be responsible for analyzing current and past trends in key performance indicators across revenue, payroll, and operating expenses. This role involves providing in-depth analysis on various financial aspects, supporting senior management, developing financial models, and preparing presentations for executive committees. The position requires strong analytical, project management, and communication skills, with the ability to work independently and collaboratively in a fast-paced environment.

Requirements

• Bachelor’s degree in Finance or Accounting
• 5+ years relevant finance experience required
• Demonstrated project management skills, ability to apply sound business judgment and analytical skills
• Ability to work independently without significant structure and operate effectively within a fast-paced, complex and dynamic organization
• Ability to work well across several functions to draw in information necessary to complete projects
• Excellent presentation skills and experience interfacing with executive management
• Ability to model and analyze data with the ability to dimensionalize and communicate data in a user friendly and consumable format including Microsoft Excel and PowerPoint
• Requires technical accounting knowledge (GAAP), background in consolidation accounting in addition to a core competency in traditional financial planning, analysis and systems

Nice To Haves

• Advanced degree or professional certification preferred

Responsibilities

• Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses
• Provide in-depth revenue variance analysis by line-of-business
• Provide fee and commission profitability analysis
• Provide human capital management analysis
• Provide Producer surplus/deficit forecasting and analysis
• Support Series senior management team and department heads with in-depth analysis
• Provide internal and external benchmark analyses
• Provide KPI’s and trend analysis of Series performance
• Provide Series Producer Lifecycle analyses
• Provide Series investment support, modeling, and analysis
• Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure
• Participate in development of budget, financial forecast, operating plan and modeling tools
• Prepare presentations to Series Executive Committee and senior management
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Ad-hoc reporting and analysis
• Implement and work with a business intelligence tools and dashboard reports
• Develop financial models and analyses to support strategic initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level