When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

  Position Summary

The Senior Manager, Finance is a key financial partner to Financials Services Operations and Corporate Leadership, responsible for FP&A activities. This role supports financial planning, forecasting, reporting, and business partnership while supporting finance technology initiatives and margin improvement efforts.

Essential Duties and Responsibilities

•  This role reports to the Director of Finance (RFL) for the Financial Services vertical.

•  Lead and develop FP&A team members; provide direction, coaching, and growth opportunities.

•  Support Finance Technology transformations including ERP, Anaplan, and MDM initiatives.

•  Provide regular updates and status reporting to senior leadership.

•  Prepare and review the annual budget process.

•  Complete monthly re-forecasts including revenue run rates, carrier bonus, block change, and staffing; responsible for forecast accuracy.

•  Prepare and distribute internal financial reporting including MD&A and variance analysis to plan, prior year, prior forecast, and pro forma where applicable.

•  Support decision-making over regional/vertical P&Ls in consultation with Regional and Vertical-level leadership.

•  Act as liaison between operations teams and producer compensation/revenue accounting; serve as point of escalation.

•  Track earn-out performance and review with Sellers; coordinate with Treasury on earn-out payments.

•  Identify and implement financial and margin improvement opportunities such as Producer buy-downs.

•  Identify and support organizational, process, and technology improvements.

Qualifications, Skills & Requirements

•  Strong attention to detail with high standards of accuracy.

•  Excellent verbal and written communication skills.

•  Ability to work independently and collaboratively in a team environment.

•  Ability to thrive in a fast-paced, dynamic environment.

•  Strong analytical and problem-solving skills.

•  Ability to travel within assigned region and to corporate office as needed.

•  Ability to establish and maintain collaborative working relationships across all levels of the organization.

•  Demonstrated ability to maintain a high level of confidentiality.

•  Ability to engage with clients and partners at a strategic level.

Education, Training & Experience

•  Bachelor's degree in Accounting, Finance, or a related field required.

•  MBA or CPA preferred.

•  7–10 years of experience in Corporate Finance, Accounting, Consulting, or a similar financial role.

•  Knowledge of Generally Accepted Accounting Principles (GAAP).

•  Advanced Excel skills; proficiency in other Microsoft Office Suite applications (Word, Outlook, PowerPoint).

•  Experience with FP&A tools (e.g., Anaplan) and ERP systems preferred.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!