Finance Manager

Take the next step in your journey. At Millennium Trust Company, 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 Millennium Trust, 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, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Finance Manager will report to the Director, Finance in the Finance Department. This position is responsible for leading, managing, and enhancing Millennium Trust Company'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
• Develop analysts skillset to help achieve department goals
• Oversees the daily workflow of the department
• Provides constructive and timely performance evaluations
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's degree in business, accounting, finance or related field
• 5-7 years of relevant work experience
• 1-3 years of leadership experience
• 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

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
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 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.