Finance Manager

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 business intelligence tools and dashboard reports.
• Develop financial models and analyses to support strategic initiatives.

Qualifications

• Bachelor’s degree in Finance or Accounting. Advanced degree or professional certification preferred.
• 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.