Manager, Corporate Finance

Trucordia•Lindon, UT

1d•Remote

About The Position

The Manager, Corporate Finance conducts financial planning and analysis to support Trucordia’s financial position and organizational decision-making. The role develops and maintains budgets, forecasts, operating plans, financial models, management reports, and KPI dashboards; evaluates financial results, trends, and risks; and presents potential scenarios and key messages to management. It also collaborates across the organization to improve the accuracy and productivity of financial reporting and works with Accounting to ensure timely, accurate close of the books. The position is remote, and 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 before completing a bachelor’s degree.
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, trend analysis, scenario and sensitivity analysis, and three-statement financial models.
At least 4 years of experience with budgeting and budgetary control, financial forecasts, and variance analysis.
At least 4 years of experience with EBITDA adjustments (add backs).
At least 4 years of experience preparing, interpreting, and presenting financial statements and reports.
At least 4 years of experience applying 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 optimization of reporting systems.
Perform advanced financial analyses to assess the company’s current and forecasted financial health.
Use financial modeling to simulate financial scenarios and present potential scenarios and outcomes to management.
Prepare and publish departmental and organizational financial documents.
Prepare monthly and quarterly management reports by analyzing financial results, identifying key trends, assessing 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 the 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.