Financial Analyst
True Independent Holdings, Columbia, MO, United States
Open Position
Columbia, MO; Hybrid work schedule: 3 days in the office, 2 days working from home
Visa Sponsorship is not available for this position, now or in the future. Applicants must be legally authorized to work in the United States on a permanent basis without requiring employer sponsorship.
The Financial Analyst – Financial Reporting & FP&A is responsible for the preparation, accuracy, and delivery of financial reporting across True Independent Holdings and its portfolio of agencies. This role plays a key part in supporting month‑end close, forecasting cycles, and budgeting processes, while also owning financial performance analysis for assigned agencies or functional areas.
The position partners closely with the CFO and agency leadership to enhance financial visibility, improve reporting processes, and deliver actionable insights that support strategic decision‑making. This is a high‑impact, high‑visibility role with significant exposure to senior leadership and opportunities for growth.
Essential Duties and Responsibilities (Other Duties May Be Assigned)
Financial Reporting & Close Support
Prepare and deliver monthly financial reporting packages for each agency, including actual results and updated forecasts; consolidate financial information and submit reporting to holding company Meet the People (MTP)
Ensure accuracy, consistency, and timeliness of all financial reports
Support month‑end close and forecast cycles by gathering data, updating templates, and ensuring completeness and timeliness of submissions
Budgeting, Forecasting & Performance Management
Own budgeting, forecasting, and financial performance for assigned agencies or functional areas
Partner directly with agency leads to manage financial performance, analyze trends, and explain variances
Support the annual budgeting process and coordinate submission of budgets to MTP
Assist in developing and maintaining financial models to support planning and decision‑making
Ad Hoc and External Reporting
Respond to and fulfil ad hoc reporting requests from Meet the People (MTP) and internal leadership
Gather, validate, and present financial data to meet external reporting
Audit & Compliance
Coordinate and prepare documentation for the annual audit process
Work with agency teams to gather and validate audit support
Ensure compliance with internal policies and external reporting requirements
Data Integrity & Process Improvement
Maintain consistency and integrity of financial data across systems
Identify opportunities to improve reporting processes, workflows, and efficiency
Support system enhancements and transitions (e.g., ERP or reporting tools)
Collaboration and Support
Partner with the CFO and agency leadership on financial reporting and performance insights
Collaborate cross‑functionally to support business initiatives and strategic projects
Assist with special projects and additional reporting requirements as needed
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Strong analytical and problem‑solving skills
Advanced proficiency in Microsoft Excel
Solid understanding of financial statements and reporting processes
Ability to manage multiple priorities and deadlines across entities
Strong communication skills with the ability to partner cross‑functionally
2–5 years of experience in financial reporting, FP&A, and/or accounting
Experience working with financial systems and reporting tools (preferred)
Education
Bachelor’s degree in Accounting, Finance, Business, or related field
Perks and Benefits
The chance to be a part of a growing company and the next success story
Amazing opportunities for career development
Recognition programs
Employee referral bonus
Hybrid work schedule; 3 days in the office, 2 days working from home
Fun and collaborative work environment
Casual dress code
Insurance Coverage (medical, dental, vision, life, and disability)
401(k) retirement plan, with employer 4% match
Work/life benefits, including mental health and wellbeing support
Flexible Time Off Policy
Paid holidays, including agency closing Christmas Eve‑New Year's Day
Paid leave options, including sick leave, medical leave for self and family, and parental leave
California Residents – Please review our Privacy Notice here.
#J-18808-Ljbffr
Columbia, MO; Hybrid work schedule: 3 days in the office, 2 days working from home
Visa Sponsorship is not available for this position, now or in the future. Applicants must be legally authorized to work in the United States on a permanent basis without requiring employer sponsorship.
The Financial Analyst – Financial Reporting & FP&A is responsible for the preparation, accuracy, and delivery of financial reporting across True Independent Holdings and its portfolio of agencies. This role plays a key part in supporting month‑end close, forecasting cycles, and budgeting processes, while also owning financial performance analysis for assigned agencies or functional areas.
The position partners closely with the CFO and agency leadership to enhance financial visibility, improve reporting processes, and deliver actionable insights that support strategic decision‑making. This is a high‑impact, high‑visibility role with significant exposure to senior leadership and opportunities for growth.
Essential Duties and Responsibilities (Other Duties May Be Assigned)
Financial Reporting & Close Support
Prepare and deliver monthly financial reporting packages for each agency, including actual results and updated forecasts; consolidate financial information and submit reporting to holding company Meet the People (MTP)
Ensure accuracy, consistency, and timeliness of all financial reports
Support month‑end close and forecast cycles by gathering data, updating templates, and ensuring completeness and timeliness of submissions
Budgeting, Forecasting & Performance Management
Own budgeting, forecasting, and financial performance for assigned agencies or functional areas
Partner directly with agency leads to manage financial performance, analyze trends, and explain variances
Support the annual budgeting process and coordinate submission of budgets to MTP
Assist in developing and maintaining financial models to support planning and decision‑making
Ad Hoc and External Reporting
Respond to and fulfil ad hoc reporting requests from Meet the People (MTP) and internal leadership
Gather, validate, and present financial data to meet external reporting
Audit & Compliance
Coordinate and prepare documentation for the annual audit process
Work with agency teams to gather and validate audit support
Ensure compliance with internal policies and external reporting requirements
Data Integrity & Process Improvement
Maintain consistency and integrity of financial data across systems
Identify opportunities to improve reporting processes, workflows, and efficiency
Support system enhancements and transitions (e.g., ERP or reporting tools)
Collaboration and Support
Partner with the CFO and agency leadership on financial reporting and performance insights
Collaborate cross‑functionally to support business initiatives and strategic projects
Assist with special projects and additional reporting requirements as needed
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Strong analytical and problem‑solving skills
Advanced proficiency in Microsoft Excel
Solid understanding of financial statements and reporting processes
Ability to manage multiple priorities and deadlines across entities
Strong communication skills with the ability to partner cross‑functionally
2–5 years of experience in financial reporting, FP&A, and/or accounting
Experience working with financial systems and reporting tools (preferred)
Education
Bachelor’s degree in Accounting, Finance, Business, or related field
Perks and Benefits
The chance to be a part of a growing company and the next success story
Amazing opportunities for career development
Recognition programs
Employee referral bonus
Hybrid work schedule; 3 days in the office, 2 days working from home
Fun and collaborative work environment
Casual dress code
Insurance Coverage (medical, dental, vision, life, and disability)
401(k) retirement plan, with employer 4% match
Work/life benefits, including mental health and wellbeing support
Flexible Time Off Policy
Paid holidays, including agency closing Christmas Eve‑New Year's Day
Paid leave options, including sick leave, medical leave for self and family, and parental leave
California Residents – Please review our Privacy Notice here.
#J-18808-Ljbffr