Finance Manager

• Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses, including\:
-Provide in-depth revenue variance analysis by line-of-business
-Provide fee and commission profitability analysis
-Provide human capital management analysis
-Provide Producer surplus/deficit forecasting and analysis
• Support Series senior management team and department heads with in-depth analysis
• Provide internal and external benchmark analyses
• Provide KPI’s and trend analysis of Series performance
• Provide Series Producer Lifecycle analyses
• Provide Series investment support, modeling, and analysis
• Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure
• Participate in development of budget, financial forecast, operating plan and modeling tools
• Provide human capital management analysis
• Prepare presentations to Series Executive Committee and senior management
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Ad-hoc reporting and analysis
• Implement and work with a business intelligence tools and dashboard reports
• Develop financial models and analyses to support strategic initiatives