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Trucordia · 3 hours ago

Senior Financial Analyst

Lindon, UT

Full-time

Onsite

Mid, Senior Level

3+ years exp

Trucordia is a rapidly growing insurance brokerage that combines successful businesses to deliver exceptional experiences for clients and employees. The Senior Financial Analyst will oversee financial reporting and analysis, support strategic decision making, and collaborate with various teams to enhance financial processes and productivity.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Oversee and manage Junior Financial Analyst(s)

Prepare monthly and quarterly management reporting - analyzing financial results, understanding key trends, assessing current and future business risk, and communicating/presenting key messages to senior management

Support company planning processes for all corporate short and long-term forecasts for all financial statements, primarily for the Income Statement

Collaborate across the organization to drive process and systematic improvements that will drive increased productivity and accuracy

Build and maintain relevant KPI dashboards

Contribute to the creation of a detailed operating plan and long-term corporate financial model; track ongoing changes to the business in the rolling forecast

Support Finance leadership team on annual operating plan, quarterly/monthly forecasting

Effectively communicate with various offices across region

Develop the 2026 Budget for assigned platform

Ad-hoc analysis as required

Qualification

Financial modelingFinancial analysisAdvanced ExcelPowerPointFP&A experienceInsurance industry experienceAnalytical skillsCommunication skillsDetail-orientedSelf-starter