
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.
🔥 4 minutes ago
⛷️ Utah – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 17%
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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.
• Conduct FP&A activities, including budgeting, forecasting, variance analysis, management reporting, financial modeling, and optimizing reporting systems • Perform advanced financial analyses to determine present and forecasted financial health of the company • Use financial modeling to simulate financial scenarios • Present potential scenarios and outcomes to the management team • Prepare and publish departmental and organizational financial documents • Prepare monthly and quarterly management reporting 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, annual budgets, 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 for timely and accurate closure of books of accounts • Build and maintain relevant KPI dashboards • Examine financial documents for accuracy and adherence to financial regulations and accepted financial principles • Develop or recommend solutions for financial problems or situations
• Bachelor’s degree or equivalent in Accounting, Finance, or related field • 4 years’ experience in corporate finance or a related role • 4 years’ experience conducting corporate financial analysis in the insurance industry • 4 years’ experience with financial modeling, including variance and performance analysis models, trend analysis models, scenario and sensitivity analysis models, and three-statement financial models • 4 years’ experience with budgeting and budgetary control • 4 years’ experience with financial forecasts • 4 years’ experience with variance analysis • 4 years’ experience with EBITDA Adjustments (Add Backs) • 4 years’ experience preparing, interpreting, and presenting financial statements and reports • 4 years’ experience with accounting principles including GAAP, accrual principle, prudence principle, matching principle, and materiality principle • 4 years’ experience with MS Excel, MS PowerPoint, Macros, Power Pivot, Lookups, Power Query, and Power BI for report automation and data visualization • 4 years’ experience with expense audit • 4 years’ experience with agency management systems and accounting and financial systems • Experience may have been gained from pre-bachelor’s work experience • Telecommuting is permissible
• Medical insurance • Dental insurance • Vision insurance • Life insurance and AD&D • FSA / HSA • Accident insurance • Critical illness insurance • Hospital indemnity insurance • Supplemental health insurance • EAP • Pet insurance • 11 paid holidays • Flexible PTO • 401K
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