Senior Manager, Finance

OneDigital•Atlanta, GA

About The Position

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Position Summary The Senior Manager, Finance is a key financial partner to Financials Services Operations and Corporate Leadership, responsible for FP&A activities. This role supports financial planning, forecasting, reporting, and business partnership while supporting finance technology initiatives and margin improvement efforts.

Requirements

Strong attention to detail with high standards of accuracy.
Excellent verbal and written communication skills.
Ability to work independently and collaboratively in a team environment.
Ability to thrive in a fast-paced, dynamic environment.
Strong analytical and problem-solving skills.
Ability to travel within assigned region and to corporate office as needed.
Ability to establish and maintain collaborative working relationships across all levels of the organization.
Demonstrated ability to maintain a high level of confidentiality.
Ability to engage with clients and partners at a strategic level.
Bachelor's degree in Accounting, Finance, or a related field required.
7–10 years of experience in Corporate Finance, Accounting, Consulting, or a similar financial role.
Knowledge of Generally Accepted Accounting Principles (GAAP).
Advanced Excel skills; proficiency in other Microsoft Office Suite applications (Word, Outlook, PowerPoint).

Nice To Haves

MBA or CPA preferred.
Experience with FP&A tools (e.g., Anaplan) and ERP systems preferred.

Responsibilities

Lead and develop FP&A team members; provide direction, coaching, and growth opportunities.
Support Finance Technology transformations including ERP, Anaplan, and MDM initiatives.
Provide regular updates and status reporting to senior leadership.
Prepare and review the annual budget process.
Complete monthly re-forecasts including revenue run rates, carrier bonus, block change, and staffing; responsible for forecast accuracy.
Prepare and distribute internal financial reporting including MD&A and variance analysis to plan, prior year, prior forecast, and pro forma where applicable.
Support decision-making over regional/vertical P&Ls in consultation with Regional and Vertical-level leadership.
Act as liaison between operations teams and producer compensation/revenue accounting; serve as point of escalation.
Track earn-out performance and review with Sellers; coordinate with Treasury on earn-out payments.
Identify and implement financial and margin improvement opportunities such as Producer buy-downs.
Identify and support organizational, process, and technology improvements.