We're looking for an Agency Finance Associate to enhance and oversee key aspects of our financial operations, working closely with the Senior Manager of Finance to ensure the smooth execution of various financial processes and provide insightful data analysis, which is a unique opportunity to directly influence the expansion of one of the country’s fastest growing Medicare brokerages.

This position ensures accuracy and proper setup of reinsurance tables and related reports, collaborating with IT, accounting, auditing teams, and external customers. Strong analytical skills, attention to detail, and communication skills are essential. The candidate should proactively identify process improvements and maintain cohesive documentation.

The Finance and Strategy Manager will build Empower’s analytical capabilities and business planning, and share strategic recommendations and data-based insights for products and programs critical to our growth, customer acquisition, and customer retention. You will partner closely with Executive leadership team and Board to develop and present insights.

Conduct in-depth client interviews to gather personal financial data and to formulate planning goals; Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding; Assist clients with the implementation of their financial plans; Participate in client meetings to support the primary relationship manager.