Financial Manager

3 months ago

Raleigh, United States McGriff Insurance Services Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES



Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. Experienced financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting. Compile, review, analyze, and submit timely and accurate monthly reporting related to the company’s financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership. Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents. Take a new perspective on existing solutions to propose innovative solutions. Prepare and review materials to senior leadership summarizing issues and communicating solutions. Review monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development. Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develop and perform testing of economic models as necessary. Maintain necessary documentation of source data, ensuring adequate support of data integrity. Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Deepen understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts. Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work. Maintain relationships with cross-functional departments to broaden knowledge and solve more complex situations. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Assist in risk management governance and business continuity planning processes as necessary.



Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in Accounting or Finance, or equivalent education and related training. Five years of relevant accounting or finance experience that includes complex financial analysis. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. Ability to build consensus through communication and presentation of factual and relevant information. Strong verbal and written communication skills. Strong analytical and problem-solving skills. Sound and logical decision-making abilities. Ability to work well with others in a dynamic, team-oriented environment. Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.


Preferred Qualifications:

Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst. Master’s degree in Business Administration. Specific financial services or specialized industry experience. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. Experience with macros/VBA.


General Description of Available Benefits for Eligible Employees of TIH: 
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

  • Financial Manager

    1 month ago

    Raleigh, North Carolina, United States McGriff Insurance Services Full time

    Job Summary:We are seeking a highly skilled Financial Manager to join our team at McGriff Insurance Services. The successful candidate will be responsible for leading the financial planning and analysis function, providing strategic financial guidance to senior leadership, and ensuring the integrity of financial reporting.Key Responsibilities:Develop and...

  • Financial Advisor Trainee

    4 weeks ago

    Raleigh, United States Raymond James Financial Services Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Financial Planning

    2 months ago

    Raleigh, United States First Bank Full time

    The Financial Planning & Analysis Manager is responsible for working with the Company’s leadership team all areas of the organization to create short and long-term financial plans. This role will analyze financial and operational results and evaluate the Company’s previous budgets as well as actual results to help create future budgets and forecasts. In...

  • Chief Financial Officer and Manager of Risk Contracts

    1 day ago

    Raleigh, North Carolina, United States North Carolina Community Health Center Association Full time

    Job DescriptionWe are seeking a highly skilled and experienced Chief Financial Officer and Manager of Risk Contracts to join our team at North Carolina Community Health Center Association. This is a senior-level position responsible for overseeing the financial operations, including budgeting, forecasting, and financial reporting.Key...

  • Client Service Manager-NQ

    2 weeks ago

    Raleigh, United States The Principal Financial Group Full time

    Were looking for a Client Service Manager to join our Non-Qualified team. In this role, youll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our org Service Manager, Client Service, Manager, Client, Financial, Retail, Relationship

  • Financial Analyst

    1 week ago

    Raleigh, United States The Hiring Advisors Full time

    The Hiring Advisors is partnering with a National Real Estate Company to hire a Financial Analyst in Raleigh, NC. The ideal candidate will have experience developing monthly forecasting and annual budgeting reports.If you have 1-2 years of financial modeling experience and would like to join a growing company that offers upward mobility, PLEASE...

  • Senior Financial Analyst

    4 months ago

    Raleigh, United States Vaco Full time

    Job Summary: The Senior Financial Analyst plays a key role in the financial planning and analysis (FP&A) function, providing strategic insights and supporting decision-making through detailed financial analysis, forecasting, and reporting. This role involves collaborating with cross-functional teams to optimize financial performance and ensure alignment with...

  • Senior Financial Analyst

    1 month ago

    raleigh, United States Vaco Full time

    Job Summary: The Senior Financial Analyst plays a key role in the financial planning and analysis (FP&A) function, providing strategic insights and supporting decision-making through detailed financial analysis, forecasting, and reporting. This role involves collaborating with cross-functional teams to optimize financial performance and ensure alignment with...

  • Senior Financial Analyst

    1 month ago

    raleigh, United States Lighthouse Professional Services Full time

    Staffing 360 Solutions is currently seeking a Senior Financial Analyst to join us working hybrid in Raleigh, NC!Duration: Full time3 month contract to permLocation: Raleigh, NC (Hybrid 1-day remote, 4 days in office)Pay Rate: $80K-$100K DOE + discretionary 15% annual bonus (once converted)Some travel may be required to NYCDESCRIPTION:This job description is...

  • Senior Financial Analyst

    1 month ago

    Raleigh, United States Lighthouse Professional Services Full time

    Staffing 360 Solutions is currently seeking a Senior Financial Analyst to join us working hybrid in Raleigh, NC!Duration: Full time3 month contract to permLocation: Raleigh, NC (Hybrid 1-day remote, 4 days in office)Pay Rate: $80K-$100K DOE + discretionary 15% annual bonus (once converted)Some travel may be required to NYCDESCRIPTION:This job description is...

  • Client Service Coordinator

    7 months ago

    Raleigh, United States Kestra Financial Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...

  • Strategic Financial Planner

    9 hours ago

    Raleigh, North Carolina, United States JobCertify Full time

    About the RoleWe are seeking a Senior Financial Analyst (Data & Operations) to join our FP&A team at Arkestro. As a finance team member, you will have a key role in developing and shaping our business and financial strategy, carrying out several high-impact cross-functional initiatives, and driving operational excellence for the business.The successful...

  • Senior Financial Analyst

    4 weeks ago

    raleigh, United States Dexian Full time

    Dexian is working with a client in the Raleigh-Durham area that is hiring for a Senior Financial planning analyst. This role is an individual contributor role. The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. You will be responsible for budget, projection, and variances. The role will offer exposure...

  • Senior Financial Analyst

    1 month ago

    raleigh, United States Dexian Full time

    Dexian is working with a client in the Raleigh-Durham area that is hiring for a Senior Financial planning analyst. This role is an individual contributor role. The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. You will be responsible for budget, projection, and variances. The role will offer exposure...

  • Senior Financial Analyst

    1 month ago

    Raleigh, United States Dexian Full time

    Dexian is working with a client in the Raleigh-Durham area that is hiring for a Senior Financial planning analyst. This role is an individual contributor role. The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. You will be responsible for budget, projection, and variances. The role will offer exposure...

  • Financial Analyst/ Project Manager: II

    2 months ago

    Raleigh, United States TEKsystems Full time

    Job DescriptionJob Description Description: Seeking a self-motivated individual to work with IT and Finance during a fiscal year planning period. This role will be focused on improving Vendor and Contract information and our annual planning processes. Primary Responsibilities Assist in identifying and updating key information in data sources related to...

  • Financial Services Representative

    4 weeks ago

    Raleigh, North Carolina, United States Firefighters First Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Firefighters First Federal Credit Union. As a Financial Services Representative, you will be responsible for establishing new member relationships and providing a full-service experience to our members.Key Responsibilities:Recommend...

  • Senior Financial Analyst

    1 month ago

    Raleigh, North Carolina, United States Hines Full time

    Senior Accountant Job DescriptionHines is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and propriety of all financial data and reports maintained and prepared for the properties/projects, tier entities, and investors.Key Responsibilities:Work closely with Hines...

  • Senior Financial Planning Analyst

    4 weeks ago

    Raleigh, North Carolina, United States Dexian Full time

    Dexian is seeking a skilled Senior Financial Planning Analyst to join their team. This individual contributor role will involve managing multiple financial analysis projects simultaneously, focusing on budget, projection, and variances.Key Responsibilities:Prepare the company's expense plans and monthly forecastsRun dashboards and analytics to drive business...

  • Financial Integrity Specialist

    1 day ago

    Raleigh, North Carolina, United States The Timothy Initiative Full time

    About the RoleThe Financial Integrity Specialist at The Timothy Initiative plays a pivotal role in ensuring the organization's financial integrity, compliance with regulations, and adherence to internal policies and procedures. This position offers a unique opportunity to contribute to TTI's mission by safeguarding its resources and promoting accountability...