Financial Operations Manager overseeing commission reconciliation and payments at We Insure Group. Leading a team to ensure timely operations and financial accuracy in a hybrid setting.
About the role
- Senior Consultant delivering world-class finance capability to growing companies as part of the CFO office. Managing multiple client engagements with financial analysis and strategic insights for business decisions.
Responsibilities
- Prepare financial and KPI reporting packages, including variance analysis and presentations that translate data into clear, actionable insights for senior leadership.
- Build and maintain financial models supporting business decisions across revenue, expenses, profitability, scenario planning, and ad hoc analyses.
- Develop and support budgeting and forecasting processes, including template creation, data consolidation, and ongoing refinement.
- Serve as a client-facing advisor, communicate findings clearly, and influence decisions at the CEO and CFO level.
- Manage deliverables across a portfolio of clients, balancing timelines and maintaining quality and responsiveness for each engagement.
- Keep client engagement managers informed on work status, value delivered, and any items of concern.
- Identify opportunities to improve reporting processes and enhance efficiency across client engagements.
- Leverage Armanino's internal network of CFOs, Controllers, and subject matter experts to deliver quality expertise on behalf of clients.
Requirements
- Bachelor's degree in Finance, Business, Data Science, Accounting, or a related field, or equivalent experience
- Minimum 4 years of experience in financial analysis, FP&A, or a similar finance role
- Expert-level Excel skills, including advanced modeling and scenario analysis; this is a core requirement of the role
- Strong communication skills with demonstrated experience presenting to and advising C-suite stakeholders
- Ability to manage multiple client engagements simultaneously with a high degree of independence and ownership
- Familiarity with modern FP&A platforms and AI-enabled financial planning, forecasting, and analytics tools, and an interest in how technology can improve client insight and decision-making
- Background in investment banking, corporate finance, or high-volume analytical environments is a strong plus
- Preferred Qualifications CPA, MBA, or CMA designation.
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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