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Trucordia

Manager, Corporate Finance

Trucordia

. Conduct FP&A activities, including budgeting, forecasting, variance analysis, management reporting, financial modeling, and optimizing reporting systems .

Posted 10/21/2026full-timeRemote • Utah • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while utilizing advanced financial modeling techniques to assess and communicate the company's financial health. Proficient in preparing and presenting financial reports and dashboards, ensuring compliance with accounting principles and regulations.

Highest-signal resume keywords
Financial ModelingBudgeting and Budgetary ControlVariance AnalysisFinancial ReportingGAAP Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisForecastingVariance AnalysisEBITDA AdjustmentsTrend AnalysisScenario AnalysisThree-Statement Financial ModelsKPI Dashboard CreationExpense AuditAccounting Principles
Soft Skills
CollaborationCommunicationAnalytical ThinkingProblem Solving
Tools & Technologies
MS ExcelMS PowerPointMacrosPower PivotPower QueryPower BIAgency Management SystemsAccounting SystemsFinancial Systems
Industry Keywords
Corporate FinanceInsurance IndustryFinancial RegulationsFinancial Health Assessment

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • 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