Pay Range:
Our Perks & Benefits:_
- Comprehensive benefits package including medical, dental, vision, and life insurance
- Performance-based bonuses to reward your contributions*
- Paid time off to recharge and maintain a healthy work-life balance
- Flexible work options, including remote and hybrid opportunities, if eligible
- Retirement Plan (401k) with company-matched contributions
- Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
- Fitness Reimbursement – up to $15/month for gym memberships
- Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
- Employee Assistance Program – confidential support for personal or professional challenges, at no cost
- Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance
Purpose
Serve as a key member of the corporate FP&A Team and act as a strategic partner to senior management. Lead efforts to support the retail, corporate, and MGA business units in budgeting, forecasting, and strategic initiatives. Interface directly with retail, corporate, and MGA executive management
Essential Duties & Responsibilities
Responsible for financial reporting, including monthly reports relied upon by the Corporate Executive Leadership Team and Sales Leadership Team
Partner with the FP&A manager during the budgeting and forecasting process, with potential for business segment responsibility
Expense management by partnering with operations leadership to understand and manage expense line items
Create dynamic models to automate and streamline forecasting
Partner with the FP&A manager on process improvements to improve company efficiency
Partner with the BI&A team to assist with data integrity analysis and maintenance in our Tableau work environment
Assist in monthly close variance analysis
Assist in the preparation of reports and presentation material for the Corporate Executive Leadership Team
Perform ad hoc projects for Retail and Corporate executives on an as-needed basis
Qualifications and Education Requirements
Bachelor's Degree required
3+ years of experience in financial planning and analysis
Advanced Excel skills required; Advanced financial modeling experience is a plus
Experience with OneStream or Oracle EPBCS and Tableau preferred
Retail, Insurance, or MGA experience is a plus
Must be a team player and eager to put in extra effort
Strong quantitative and analytical skills with attention to detail and accuracy
Strong communication, critical thinking, and presentation skills, including the ability to provide written and verbal direction effectively
Well-organized with an ability to manage multiple projects with strict deadlines
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice
Notice
As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [email protected]
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
