Financial Associate

Open position in 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. Financial Analyst – Financial Associate The Financial Analyst – Financial Associate 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 fulfill ad hoc reporting requests from Meet the People (MTP) and internal leadership Gather, validate, and present financial data to meet external reporting Audit and 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 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 Total Perks Package 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 soft closing Christmas Eve‑New Year's Day Paid leave options, including sick leave, medical leave for self and family, and parental leave #J-18808-Ljbffr True Independent Holdings