Financial Analyst II

Job Description

Job Description

Are you a detail-oriented finance or accounting professional with a passion for data analysis and reporting? TrueNorth Companies is looking for a Financial Analyst II to join our Finance team in our Cedar Rapids office! This role will involve preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and the divisional critical indicators.

About TrueNorth Companies :

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve.

Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities.

Come join our amazing team!

What TrueNorth Offers :

TrueNorth offers a lineup of excellent benefits to all full-time employees, including :

• Annual Bonus
• Medical, Dental, Vision
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives / Discounts
• Hybrid Work Schedule

Essential Job Functions :

• Perform the analysis, forecasting and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement.
• Compare monthly results to plan; prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners.
• Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. annual plan
• Prepare and facilitate monthly results to leadership and local ownership in each location
• Prepare ad-hoc reports as appropriate for the executive team, growth and operations.
• Support decision makers on the appropriate course of action, and present reports to document recommendations.
• Work cohesively with operations to manage data integrity and conversion projects.
• Perform other duties as assigned

Credentials :

• Four-year degree in Finance or Accounting preferred
• At least one year of full-time experience in accounting, finance, budgeting, forecasting and / or financial analytics required
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Experience in the insurance industry preferred
• Certification in the accounting field is preferred

Skills :

• Strong knowledge of accounting principles and finance practices.
• Proficient in analytics for data interpretation and decision-making.
• Ability to work effectively in a collaborative team environment while maintaining a positive attitude.
• High level of commitment to delivering quality results and maintaining professionalism in all interactions.
• Proven ability to maintain confidentiality and handle sensitive information.
• Excellent customer service skills with a focus on client satisfaction.
• Strong flexibility and multi-tasking abilities in a fast-paced environment, with a strong work ethic.
• Highly organized with effective time management and problem-solving skills.

Why TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

Apply today!