Finance Manager - Movement Insurance

Posted 4 Days Ago
Be an Early Applicant
Fort Mill, SC
102K-134K Annually
Entry level
Financial Services
The Role
The Finance Manager will prepare and analyze financial reports, conduct budgeting and financial modeling, manage payroll bonuses, oversee reporting processes, and ensure compliance with financial regulations while driving operational efficiency. This position also involves leading the Agency Support Team and collaborating with stakeholders to communicate financial insights effectively.
Summary Generated by Built In

Get, Do, Earn and Give More at Movement!

We’re definitely not your average insurance company. Movement Insurance is made up of passionate, talented and hardworking individuals who strive for excellence while demonstrating servant leadership in everything we do.

Here are the basics: we work hard, we have fun, we invest in our people, and we make a difference. Sound like a plan? Check us out on our website www.movementinsurance.com.

Responsibilities

  • Prepare and analyze detailed financial reports, including profit and loss statements.
  • Conduct financial modeling, budgeting, and forecasting to support strategic decision-making.
  • Calculate payroll bonuses with accuracy and align them with performance metrics.
  • Collect, manage, and interpret financial data to identify trends and opportunities.
  • Oversee general reporting processes and deliver actionable financial insights.
  • Manage profit-sharing arrangements with carrier partners, ensuring compliance and efficiency.
  • Lead the Agency Support Team, focusing on Licensing, Carrier Appointments, and Data Systems.
  • Ensure compliance with licensing and carrier appointment requirements.
  • Drive operational efficiency and profitability through financial and operational strategies.
  • Collaborate with stakeholders to communicate complex financial information effectively.

Qualifications

  • Bachelor’s Degree in related field
  • Experience with EXCEL features such as Pivot Tables, SUMIFS, VLOOKUPS, VBA, and Macros
  • Able to maintain the highest level of confidentiality
  • Strong organizational skills, team player, excellent communication skills
  • Able to work in a fast-paced environment and prioritize tasks

The expected salary range for this position is between:

$102,300.00 - $133,900.00

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

We also offer a benefits package that includes:

  • Competitive pay

  • Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE

  • Retirement plan: 401(k) and Roth

  • Paid Time Off: 16 days front loaded. Prorated based on the start date month

  • 11.5 paid holidays per year

  • Employee assistance program

  • Excellent career growth opportunity

  • Fun, team-focused working environment

  • Employee driven community outreach program

The application window is anticipated to close on:

March 31, 2025

Top Skills

Excel
The Company
HQ: Fort Mill, SC
4,443 Employees
On-site Workplace
Year Founded: 2008

What We Do

We are an Impact Lender. We exist to love and value people by leading a movement of change in our industry, corporate cultures and communities. #MortgagesThatMeanMore
https://www.nmlsconsumeraccess.org/
https://movement.com/legal
NMLS 39179

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