Director, Financial Planning & Analysis (FP&A) – Health Benefits & Financial Services

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Trucordia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💼 Consulting

⚖️ Legal

📦 Logistics

Consulting • Legal • Logistics

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

📋 Description

• Lead annual budgeting, forecasting, and planning processes for Group and Individual Benefits • Develop financial models supporting strategic initiatives, acquisitions, investments, and operational improvements • Partner with executive leadership to evaluate performance and improve profitability and operational efficiency • Provide financial guidance for growth initiatives, new products, and market expansion • Serve as primary finance partner to Benefits Operations, Sales Leadership, Account Management, and Executive Leadership • Translate operational metrics into financial performance indicators and data-driven recommendations • Lead monthly forecasting, variance analysis, and management reporting • Develop KPIs and dashboards for revenue, commission income, fee income, retention, producer productivity, book growth, margins, and operating expenses • Analyze profitability by client, producer, agency, product line, and carrier • Collaborate with accounting on financial reporting, revenue recognition, commission accounting, accruals, deferred revenue, carrier settlements, producer compensation, and reconciliations • Support month-end and quarter-end close through financial analysis • Analyze enrollment trends, commission yields, retention, staffing models, and operational efficiency • Develop reporting linking operational performance to financial outcomes • Foster accountability, continuous improvement, and analytical excellence across Finance, Operations, Sales, IT, and Executive Leadership • Establish forecasting processes, executive dashboards, cross-functional alignment, profitability visibility, and actionable analytics within the first year

🎯 Requirements

• Career experience in FP&A with Group and Individual Health Benefits • Bachelor’s degree in finance, Accounting, Economics, or related field • 10+ years of progressive experience in FP&A, corporate finance, or financial leadership • 5+ years managing high-performing finance teams • Experience within an insurance brokerage, employee benefits, health insurance, or financial services organization strongly preferred • Expertise in Health Benefits revenue recognition, Group Benefits, Individual Benefits, insurance brokerage operations, commission-based revenue models, and carrier accounting • Expertise in financial forecasting, budget development, business analytics, financial modeling, KPI development, executive reporting, operational finance, and GAAP accounting principles • Experience with ERP and financial systems • Advanced Excel, Power BI, Tableau, or similar analytics platforms • Strong business acumen and ability to connect operational activities with financial outcomes • Excellent financial modeling and analytical skills • Strong understanding of accounting principles and financial reporting related to Health Benefits • Executive-level communication and presentation skills • Ability to influence without direct authority • Strong leadership and team development capabilities • Continuous improvement mindset focused on automation and process optimization • MBA, CPA, or CFA preferred

🏖️ Benefits

• Medical, Dental, Vision • Life Insurance and AD&D • FSA / HSA • Accident • Critical Illness • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K • Remote work