Financial Associate

Open position in Columbia, MO; Hybrid work schedule: 3 days in the office, 2 days working from homeVisa 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 Associate is responsible for the preparation, accuracy, and delivery of financial reporting across True Independent Holdings and itsportfolio 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 SupportPrepare 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 reportsSupport month-end close and forecast cycles by gathering data, updating templates, and ensuring completeness and timeliness of submissionsBudgeting, Forecasting & Performance ManagementOwn budgeting, forecasting, and financial performance for assigned agencies or functional areasPartner directly with agency leads to manage financial performance, analyze trends, and explain variancesSupport the annual budgeting process and coordinate submission of budgets to MTPAssist in developing and maintaining financial models to support planning and decision-makingAd Hoc and External ReportingRespond to and fulfill ad hoc reporting requests from Meet the People (MTP) and internal leadershipGather, validate, and present financial data to meet external reportingRequirementsAudit and ComplianceCoordinate and prepare documentation for the annual audit processWork with agency teams to gather and validate audit supportEnsure compliance with internal policies and external reporting requirementsData Integrity & Process ImprovementMaintain consistency and integrity of financial data across systemsIdentify opportunities to improve reporting processes, workflows, and efficiencySupport system enhancements and transitions (e.g., ERP or reporting tools)Collaboration and SupportPartner with the CFO and agency leadership on financial reporting and performance insightsCollaborate cross-functionally to support business initiatives and strategic projectsAssist with special projects and additional reporting requirements as neededQualifications - 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 skillsAdvanced proficiency in Microsoft ExcelSolid understanding of financial statements and reporting processesAbility to manage multiple priorities and deadlines across entitiesStrong communication skills with the ability to partner cross-functionally2–5 years of experience in financial reporting, FP&A, and/or accountingExperience working with financial systems and reporting tools (preferred)EducationBachelor’s degree in Accounting, Finance, Business, or related fieldTotal Perks PackageThe chance to be a part of a growing company and the next success storyAmazing opportunities for career developmentRecognition programsEmployee referral bonusHybrid work schedule; 3 days in the office, 2 days working from homeFun and collaborative work environmentCasual dress codeInsurance Coverage (medical, dental, vision, life, and disability)401(k) retirement plan, with employer 4% matchWork/life benefits, including mental health and wellbeing supportFlexible Time Off PolicyPaid holidays, including agency soft closing Christmas Eve-New Year's DayPaid leave options, including sick leave, medical leave for self and family, and parental leaveCalifornia Residents - Please review our Privacy Notice here.