Finance Manager

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Finance Manager will report to the Director, Finance in the Finance Department. This role is responsible for leading, managing, and enhancing Inspira's core reporting and planning processes including, but not limited to, selection and execution of new and existing product development projects, improvement of processes related to Consumer Directed Benefits product lines (HSA, FSA, COBRA etc.) and monthly and quarterly close. The role will have a significant responsibility for Budget and long-term planning processes, as well as provide financial analyses to aid in the management and understanding of product performance.• Build robust, dynamic product models to forecast financial results and develop strategic plans • Attend business leadership meetings, providing updates on financial progress towards enterprise goals• Refine and optimize monthly close tasks• Provide support for ad-hoc projects as requested by the Business• Model the Millennium Trust Values • Other duties as assigned • Develop analysts skillset to help achieve department goals• Oversees the daily workflow of the department• Provides constructive and timely performance evaluations
Preferred Qualifications
Years of Experience: • 5+ years of experience . Degree: • Bachelor's Degree in Business, Accounting, Finance or related field . Certification: N/A . Skills & Abilities: • Cost accounting experience preferred• Familiarity with financial software and experience with software implementations• Proactive and analytical • Ability to problem-solve and draw conclusions from data• Highest standards of accuracy and precision• Highly organized• Creative thinking, driven, and self-motivated• Excellent verbal and written communication skills• Ability to prioritize, multi-task, and complete tasks within specified timelines• Proficiency with Microsoft Excel, Outlook, PowerPoint and Word• Possess an optimistic attitude and intellectual curiosity
Compensation & Benefits
$100,000-$130,000 per year