Manager Financial Systems and Reporting

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN or Lakeville, MN office locations.

The contributions you will make: This position is responsible for the delivery of high-quality reporting solutions that meet the needs of the organization. This role will oversee the Financial Planning and Analysis (FP&A) system administration, data engineering for Enterprise Financial Management (EFM) reporting needs, reporting of variable compensation metrics, and other internal reporting dashboards used to monitor company and business unit specific performance. This role works directly and indirectly with business unit leaders, finance business partners and other finance leadership to provide reporting and analytics of financial results.

A typical day: 

• Champions the brand; serves as a role-model for the vision, mission and values of the organization. Supports Compeer’s strategic initiatives.
• Assists senior leadership in identifying and implementing short- and long-term strategies and tactics for the finance department.
• Develops and maintains the integrity of the financial planning and financial reporting processes and controls. Provides subject matter expertise to ensure data quality, data requirements and controls are in place in order to execute organizational financial planning and management reporting.
• Assists with creation and delivery of presentations for senior leaders, the Board of Directors and its Committees.
• Establishes and promotes an enterprise-wide approach to reporting, creating scalable, efficient solutions that can be leveraged across multiple business units.
• Develops and enforces a prioritization process to evaluate and manage reporting requests, ensuring the team focuses on high[1]impact initiatives.
• Selects, trains, evaluates, compensates, recognizes, and motivates assigned team members.
• Manages team projects, workloads, and deliverables, ensuring the team meets business requirements and goals.
• Proactively identifies and coordinates ongoing technical training for team members to introduce new skills or enhance existing skills to assist in following best practices.
• Provides ongoing training, coaching, and learning opportunities to develop the team’s knowledge base and scope of responsibilities.
• Provides consistent open communication of company initiatives and market developments that may impact the team’s workload.
• Responsible for oversight of team which administers and maintains Compeer’s financial planning applications (Axiom).Collaborates with third party vendor, finance, business technology and enterprise data teams to manage system upgrades, troubleshoot issues, and implement enhancements.
• Manages the organizations management reporting activities including the preparation/analysis and distribution of internal financial statements, key financial metrics and budget variance reports.
• Provides technical expertise to complex inquiries, oversees the preparation and publication of internal financial reports and serves as a key resource for analyzing and interpreting new programs and regulations.
• Participates in the ongoing design of processes to provide exceptional service, as well as accurate and timely financial information.
• Accurately analyzes and explains key cost drivers and monthly variances.
• Drives continuous improvement by providing recommendations to automate, refine, and implement reporting best practices including processes, tools, and deliverables.
• Serves as a resource and mentor in trending and understanding financial information.
• Acts as a resource for analyzing and interpreting various budget, financial, and performance data.
• Participates in data fluency, data quality and enterprise data projects and committees to ensure data is reliable, accurate and accessible for the management reporting team’s processes.
• Ensures financial data and reports are accurate, relevant and published using management reporting best practices.
• Facilitates prioritization of management reporting team resources to align output to organizational strategy and priorities.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, finance, accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Master’s degree preferred.
• Minimum of 7 years of advanced finance and/or accounting experience (financial reporting, financial planning, financial modeling, financial analysis, pricing, treasury, GAAP accounting, etc.), preferably in the financial services industry.
• Three to five years of leadership and management experience preferred.
• Certified Professional Accountant (CPA) or Certified Management Accountant (CMA) preferred.
• Advanced knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Advanced knowledge of financial planning, budgeting, management reporting and enterprise data management.
• Advanced knowledge of financial systems and financial analytics
• Strong business acumen and data fluency
• Experience driving scalable and efficient reporting solution
• Strong presentation skills for one-on-one and/or group presentations with the ability to translate highly technical information into non-technical terms and present results and insights to multiple audiences including the entire organization, ELT and/or the Board of Directors.
• Flexible and adaptable to changing situations. Can effectively deal with ambiguity, cope with change, shift gears comfortably, and make decisions without have having 100% of the data.
• Advanced analytical, problem solving, and decision-making skills. Attention to detail with the ability to balance accuracy with efficiency and understand when one needs to take priority.
• Strong interpersonal and relationship building skills including listening, written and verbal communication skills, with ability to build relationship and communicate at all levels of the organization.
• Strong business acumen with ability to align organizational strategy and priorities to the priorities of the finance team.
• Strong negotiating and influencing skills.
• Strategic and innovative problem solver.
• Ability to remain objective in balancing business needs and risk.
• Strong computer skills, including MS Office applications, data fluency, financial reporting systems, and general ledger applications.
• Valid driver’s license.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.