Finance Manager at Lockton

Job description

body> Finance Manager Kansas City, Missouri , United States of America Human Resources 2601BH Apply now Share Finance Manager Kansas City, Missouri , United States of America Human Resources 2601BH Apply now Share Working at Lockton At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Business unit Lockton Management, LLC Schedule Full-time Lockton Benefits Offerings Click Here Workplace Hybrid Your Responsibilities • Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses, including: - Provide in-depth revenue variance analysis by line-of-business - Provide fee and commission profitability analysis - Provide human capital management analysis - Provide Producer surplus/deficit forecasting and analysis • Support Series senior management team and department heads with in-depth analysis • Provide internal and external benchmark analyses • Provide KPI’s and trend analysis of Series performance • Provide Series Producer Lifecycle analyses • Provide Series investment support, modeling, and analysis • Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure • Participate in development of budget, financial forecast, operating plan and modeling tools • Provide human capital management analysis • Prepare presentations to Series Executive Committee and senior management • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance • Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes • Ad-hoc reporting and analysis • Implement and work with a business intelligence tools and dashboard reports • Develop financial models and analyses to support strategic initiatives Qualifications • Bachelor’s degree in Finance or Accounting. • Advanced degree or professional certification preferred • 5+ years relevant finance experience required • Demonstrated project management skills, ability to apply sound business judgment and analytical skills • Ability to work independently without significant structure and operate effectively within a fast-paced, complex and dynamic organization • Ability to work well across several functions to draw in information necessary to complete projects • Excellent presentation skills and experience interfacing with executive management • Ability to model and analyze data with the ability to dimensionalize and communicate data in a user friendly and consumable format including Microsoft Excel and PowerPoint • Requires technical accounting knowledge (GAAP), background in consolidation accounting in addition to a core competency in traditional financial planning, analysis and systems #LI-RS Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Learn more about your Lockton experience No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. Similar Vacancies View all Business Development Consultant (BDC) Minneapolis , United States of America Human Resources 2600MP Reinsurance Actuarial Associate (FT Starting in Su... Minneapolis , United States of America Human Resources 2601IE Associate Producer Kansas City , United States of America Human Resources 2600WI Early Career Recruiting Specialist New York City , United States of America Human Resources 2601LO Life at Lockton August 28, 2026 18 Years as a Best P... If you’re looking for a place to grow, lead, and do work that matters, take a closer look at Lockton. For the 18th consecutive year, Lockton has been named one of the Best Places to Work in Insurance—a recognition that reflects the people-first culture our Associates help build every day. At Lockton, independence gives us the freedom to invest in what matters most: our people. As the world’s largest privately held independent insurance brokerage, we offer the energy of an entrepreneurial company with the stability, scale, and opportunity of a global business. Own your career. Help build what’s next. Whether you are launching your career or bringing years of experience, Lockton is a place where you can keep growing. Associates are encouraged to bring ideas forward, take ownership, and shape meaningful careers in an environment built on trust, inclusion, and empowerment. Do work that makes an impact Our Associates help clients solve complex challenges, support their communities, mentor one another, and build a business they are proud of. Here, purpose and performance go hand in hand—and the work you do can make a difference for clients, colleagues, and communities. Feel supported at work and beyond We know great work starts with people who feel supported. Lockton offers competitive benefits, wellness resources, and flexibility designed to help Associates thrive professionally and personally. Grow without limits From early-career programs to leadership development, mentorship, professional training, and opportunities across more than 150 offices worldwide, Lockton gives Associates room to learn, lead, and keep moving forward. Our entrepreneurial culture empowers people to think boldly, act with ownership, and grow with purpose. Ready to build your career at one of the best? If you want a career where your voice matters, your growth is supported, and your work has impact, Lockton could be the place for you. Explore opportunities and discover what makes life at Lockton different. About Best Places to Work in Insurance Best Places to Work in Insurance is an annual workplace recognition program presented by Business Insurance and Best Companies Group. The research-driven program examines company practices, programs, and benefits and surveys employees about their workplace experience, including engagement and satisfaction. July 17, 2026 Lockton Recognized b... Lockton is proud to be recognized by Seramount with two 2026 honors: Seramount’s 100 Best Companies list (second consecutive year) Leading Company in Seramount’s Talent & Inclusion Index (first-time honor) Together, these recognitions reflect Lockton’s continued commitment to supporting Associates through family-friendly benefits, workplace flexibility, career advancement opportunities, and practices that help people thrive. “Our people are our greatest asset,” said Stephanie Robinson, Lockton’s Chief Diversity Officer. “We’re intentional about creating an inclusive, forward-thinking environment where Associates can grow professionally, contribute meaningfully, and enjoy treasured time with their families.” Comprehensive Support for Growing Families We are committed to supporting Associates as they grow their families – no matter how. We offer generous paid parental leave for birth, adoption, or surrogacy, along with adoption reimbursement. We also partner with a leading family health platform that provides 24/7 virtual care, fertility support, and personalized guidance to help Associates navigate every stage of their family journey. Helping Parents Return to Work with Confidence We support new parents with benefits that ease the transition back to work. Nursing mothers who travel have access to breast milk shipping services, and all Associates can access caregiver resources and work with their managers to create flexible schedules that support both personal and professional goals. Supporting Parents as They Grow Their Careers We believe parenthood should never be a barrier to professional growth. That’s why we offer continued support for parents returning to the workplace. Our Families@Work Associate Resource Group provides a strong community, helpful resources, and peer support to help parents navigate work-life balance. We also offer mentorship opportunities to ensure parents feel empowered in their careers and supported in their development. Lockton is proud to be recognized among organizations setting the standard for inclusive, supportive, and family-friendly workplaces. If you're seeking a company that values balance, flexibility, career growth, and personal development, Lockton could be the right fit for you. March 10, 2026 Celebrating Our 2026... Our continued commitment to young professionals has once again earned us the 2026 Handshake Early Talent Award. This award recognizes our best‑in‑class recruiting strategies, authentic engagement, and dedication to early‑career talent. We are honored to be named one of the top organizations in the insurance industry. At Lockton, we support, recognize, and believe in the next generation of talent — and we’re committed to developing young professionals who will shape the future of our industry. Create your own path We want you to build a career that’s truly your own. That’s why we offer strong talent development programs, support for certifications and designations, and growth opportunities that help you pursue a career aligned with your purpose and potential. A benefits package designed around you No matter where you are in your career, we offer benefits that support your financial, personal, and professional wellbeing, including a wellness program, mental health resources, a generous 401(k) match, and even pet insurance. Make an impact At Lockton, we take pride in our culture and our commitment to giving back. Our Associate Resource Groups help Associates connect, lead, and celebrate diverse perspectives while driving meaningful change. We also encourage Associates to support the causes that matter most to them through volunteering, donations, and community engagement. As a global company with strong local relationships, Lockton creates space for real‑world, client‑facing experiences. When you start your career here, we help you build a foundation that lasts. Explore your next step: connect with Lockton on Handshake and explore our website. February 3, 2026 Making an impact: An... Fundación Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child’s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer’s heart. Her son, Dante’s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, "a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,” Ana says. At age 11, after a long and courageous battle, Vincente passed away. “Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,” Ana says. Shortly after his passing in March 2019, Vicente’s parents founded Fundación Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. “From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,” Ana says. “When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.” Ana’s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. “As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,” Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. “I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,” she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company’s commitment to charitable causes around the world. “Lockton genuinely cares,” Ana says. It’s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundación Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world—one that anyone could find themselves in one day. “It taught me to value what I have,” she says. “To be more empathetic toward those going through difficult times."

Requirements

Must-haves

Finance Manager
Kansas City, Missouri , United States of America
Human Resources
Apply now Share
Finance Manager
Kansas City, Missouri , United States of America
Human Resources
Apply now Share
Working at Lockton
Business unit
Lockton Management, LLC
Lockton Benefits Offerings
Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses, including:
Provide in-depth revenue variance analysis by line-of-business
Provide fee and commission profitability analysis
Provide human capital management analysis
Provide Producer surplus/deficit forecasting and analysis
Support Series senior management team and department heads with in-depth analysis
Provide internal and external benchmark analyses
Provide KPI’s and trend analysis of Series performance
Provide Series Producer Lifecycle analyses
Provide Series investment support, modeling, and analysis
Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure

Nice-to-haves

Advanced degree or professional certification preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: careers-html
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance

Vision

401(K)

Parental Leave

Wellness