Finance Manager

Finance Manager

Location: Kansas City, Missouri, United States of America

Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit Lockton Management, LLC

Schedule Full-time

Lockton

Benefits

• Offerings

• Click Here

• Workplace

• Hybrid

• Your Responsibilities 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

Qualifications

• Bachelor’s degree in Finance or Accounting.
• Advanced degree or professional certification preferred
• 5+ years relevant finance experience required
• Demonstrated project management skills, ability to apply sound business judgment and analytical skills
• Ability to work independently without significant structure and operate effectively within a fast-paced, complex and dynamic organization
• Ability to work well across several functions to draw in information necessary to complete projects
• Excellent presentation skills and experience interfacing with executive management
• Ability to model and analyze data with the ability to dimensiona