Manager, Corporate Finance

Trucordia•Lindon, UT

About The Position

The Manager, Corporate Finance conducts financial planning and analysis activities and advanced financial analyses to assess the company’s current and forecasted financial health. The role uses financial modeling to simulate scenarios and presents potential outcomes to management. It prepares and publishes departmental and organizational financial documents, and produces monthly and quarterly management reporting by analyzing results, identifying trends and business risks, and communicating key messages to senior management. The position creates and maintains operating plans, the annual budget, monthly forecasts, variance analyses, and KPI dashboards. It collaborates across the organization on financial reviews, data verification, reporting, and analysis to improve productivity and accuracy, and works with Accounting to support timely and accurate account closures. The role also reviews financial documents for accuracy and adherence to regulations and financial principles, and develops or recommends solutions to problems or situations. Telecommuting is permissible.

Requirements

Bachelor’s degree or equivalent in Accounting, Finance, or a related field.
At least 4 years of experience in corporate finance or a related role; experience may have been gained from pre-bachelor’s work experience.
At least 4 years of experience conducting corporate financial analysis in the insurance industry.
At least 4 years of experience with financial modeling, including variance and performance analysis models, trend analysis models, scenario and sensitivity analysis models, and three-statement financial models.
At least 4 years of experience with budgeting and budgetary control, financial forecasts, variance analysis, and EBITDA adjustments (add backs).
At least 4 years of experience preparing, interpreting, and presenting financial statements and reports.
At least 4 years of experience with accounting principles including GAAP, accrual, prudence, matching, and materiality principles.
At least 4 years of experience using MS Excel, MS PowerPoint, Macros, Power Pivot, Lookups, Power Query, and Power BI for report automation and data visualization.
At least 4 years of experience with expense audits, agency management systems, and accounting and financial systems.

Responsibilities

Conduct FP&A activities, including budgeting, forecasting, variance analysis, management reporting, financial modeling, and optimizing reporting systems to improve the company’s financial position.
Perform advanced financial analyses to assess the company’s present and forecasted financial health.
Use financial models to simulate scenarios and present potential scenarios and outcomes to management.
Prepare and publish departmental and organizational financial documents.
Prepare monthly and quarterly management reporting by analyzing results, assessing trends and current and future business risks, and communicating key messages to senior management.
Create and maintain operating plans, the annual budget, monthly forecasts, and variance analyses.
Collaborate across the organization on financial reviews, 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.
Examine financial documents for accuracy and adherence to financial regulations and acceptable financial principles.
Develop or recommend solutions to problems or situations.