Senior Financial Analyst

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

As the Senior Financial Analyst, you will be primarily responsible for oversight and management of financial reporting and analysis, in support of strategic decision making. Generally, you will support a Regional Finance Director, and the Trucordia office partners in a specific geographic region(s). You will collaborate with the Accounting team and other shared service leaders, to report accurate and timely reporting on a monthly basis. The right candidate demonstrates effective communication and presentation skills across all levels of the organization. 

Duties and 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

• Bachelor's degree in Finance, Accounting, or Economics
• 3 - 5 years of progressive experience in FP&A roles
• Analytical, accurate, detail-oriented, and a self-starter able to meet deadlines and work successfully in a fast-paced environment
• Excellent financial modeling and analysis skills
• Advanced Excel and PowerPoint skills are required
• Experience with Financial and Reporting systems such as NetSuite and Adaptive preferred
• Insurance Industry experience preferred but not required
• Excellent and clear communication skills

Please see our company Benefits:

• Medical, Dental, Vision 
• Life Insurance and AD&D
• FSA / HSA
• Accident & Critical Illness
• Hospital Indemnity
• Pet Insurance
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K 

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.