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Trucordia

National insurance brokerage offering risk management

Manager – Corporate Finance

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeLindon, UT, USANo salary listed

About the Job

Requirements

  • A bachelor's degree or equivalent in Accounting, Finance, or a related field, plus four years of experience in corporate finance or a related role; experience may have been gained before completing the bachelor's degree.
  • Four years of experience conducting corporate financial analysis in the insurance industry.
  • Four 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.
  • Four years of experience with budgeting and budgetary control, financial forecasts, variance analysis, and EBITDA adjustments (add-backs).
  • Four years of experience preparing, interpreting, and presenting financial statements and reports.
  • Four years of experience with accounting principles including GAAP, accrual, prudence, matching, and materiality principles.
  • Four years of experience using MS Excel, MS PowerPoint, Macros, Power Pivot, Lookups, Power Query, and Power BI for report automation and data visualization.
  • Four years of experience with expense audits, agency management systems, and accounting and financial systems.

Responsibilities

  • Conduct financial planning and analysis 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 determine the company’s present and forecasted financial health.
  • Use financial modeling to simulate financial scenarios and present potential scenarios and outcomes to the management team.
  • 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 and presenting 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 key performance indicator dashboards.
  • Examine financial documents to verify accuracy and adherence to financial regulations and accepted financial principles.
  • Develop or recommend solutions to problems or situations.

About the Company

Trucordia

National insurance brokerage offering risk management

Trucordia is a national insurance broker that grows by acquiring independent agencies and enabling them with a national platform to offer risk management and insurance products. The company combines local, personalized service with a broad suite of products, including commercial and personal lines, life and health, employee benefits, and workers’ compensation, earning commissions and fees on policies sold. It differentiates itself through a growth-focused M&A strategy, geographic and sector organization, and strong investor backing that supports scale and cross-office collaboration. Its goal is to expand through acquisitions to broaden coverage, improve client protection, and increase financial flexibility for long-term growth.

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