Insight Global
Financial Reporting & Analysis Manager
Insight Global, Chicago, Illinois, United States, 60290
Overview
Job Description Day to day: Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and is responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.
Responsibilities Financial Reporting & Analysis 60%
Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely
Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A
Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies
Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages
Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings
Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis
Meet regularly with personnel outside of Finance to review and interpret their area's financial statement
Annual Budget 20%
Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation
Prepare review documents for use by senior management in reviewing each area's budget
Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting
Prepare external budget book for distribution to the House of Delegates
Cost Allocation 10%
Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications
Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually
Staff Management 10%
Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance
Qualifications Must Haves:
Bachelor's degree in Accounting or similar field
7+ years in accounting and financial reporting
3+ years of management/supervisory experience and ability to grow and mentor staff
Expert analytical and technical skills in U.S. GAAP and FASB rules and standards
Proficiency in equity method accounting and consolidations (including non-controlling interest)
Highly knowledgeable on current U.S. GAAP, including SEC, FASB, and EITF rules
Skilled in PC software; in particular, Hyperion, Microsoft Office (Word, Excel, PowerPoint, Access), Lawson and Blackline
Demonstrated strong analytical and critical thinking skills
Strong interpersonal skills; ability to develop and sustain cross-functional relationships
Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills
Plusses: CPA strongly preferred
MBA desired
Note: We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex, pregnancy, sexual orientation, gender identity, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance due to a disability during the application or recruitment process, please contact Human Resources. The EEOC Know Your Rights poster and the company’s workforce privacy policy apply, and information collected will be handled in accordance with these policies.
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Job Description Day to day: Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and is responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.
Responsibilities Financial Reporting & Analysis 60%
Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely
Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A
Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies
Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages
Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings
Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis
Meet regularly with personnel outside of Finance to review and interpret their area's financial statement
Annual Budget 20%
Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation
Prepare review documents for use by senior management in reviewing each area's budget
Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting
Prepare external budget book for distribution to the House of Delegates
Cost Allocation 10%
Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications
Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually
Staff Management 10%
Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance
Qualifications Must Haves:
Bachelor's degree in Accounting or similar field
7+ years in accounting and financial reporting
3+ years of management/supervisory experience and ability to grow and mentor staff
Expert analytical and technical skills in U.S. GAAP and FASB rules and standards
Proficiency in equity method accounting and consolidations (including non-controlling interest)
Highly knowledgeable on current U.S. GAAP, including SEC, FASB, and EITF rules
Skilled in PC software; in particular, Hyperion, Microsoft Office (Word, Excel, PowerPoint, Access), Lawson and Blackline
Demonstrated strong analytical and critical thinking skills
Strong interpersonal skills; ability to develop and sustain cross-functional relationships
Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills
Plusses: CPA strongly preferred
MBA desired
Note: We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex, pregnancy, sexual orientation, gender identity, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance due to a disability during the application or recruitment process, please contact Human Resources. The EEOC Know Your Rights poster and the company’s workforce privacy policy apply, and information collected will be handled in accordance with these policies.
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