Qureos Mentor

PEAK6

<div><h3 class="jobSectionHeader"><b>WE INSURE</b></h3><p>
AUSTIN, TEXAS, UNITED STATES OF AMERICA</p><p></p><div><p><b><br>
Who We Are.</b></p><p>
At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client&rsquo;s unique needs, ensuring they feel confident and supported in every decision.</p><p></p><p>
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.</p><p></p><p>
What sets us apart? We&rsquo;re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.</p><p></p><div><p><b>
Who We Are.</b></p></div><div><p>
At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client&rsquo;s unique needs, ensuring they feel confident and supported in every decision.</p></div><p></p><div><p><br>
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.</p></div><p></p><div><p><br>
What sets us apart? We&rsquo;re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way.</p></div><p></p><div><p><b><br>
Your Impact.</b><br>
We Insure is seeking a detail-oriented and experienced Financial Operations Manager to directly support the accuracy and timeliness of commission reconciliation and payments across our franchise network. This role leads the insurance commissions team and is responsible for driving operational excellence across commission workflows, ensuring agents, employees, and carrier partners are paid accurately and on time.</p></div><p></p><div><p><br>
You'll serve as a key point of contact for agency owners, partnering closely with internal finance, technology, and carrier relations teams to streamline processes and resolve issues. The ideal candidate brings strong leadership skills, a deep understanding of insurance commission structures, and hands-on experience partnering with both in-house and remote teams. This position offers the opportunity to make a measurable impact on how we scale our financial operations.</p></div><p></p><div><p><b><br>
Key Responsibilities:</b></p></div><div><div><ul><li>
Lead the end to end commission process, ensuring accurate and timely reporting and payments to agents, employees, and insurance carriers.</li><li>
Partner with team members to oversee daily accounting functions including commission statement reconciliation, agency bill billing, cash and refund processing, trust accounting, and bank reconciliations.</li><li>
Supervise the financial operations team, managing daily task completion, performance, and professional development.</li><li>
Engage professionally with franchises and insurance carriers, utilizing platforms such as Atlassian Jira to manage help tickets and resolve issues. Demonstrate strong communication skills and confidence in addressing concerns with partners.</li><li>
Identify opportunities to optimize commission processing workflows, reduce errors, and improve turnaround times.</li><li>
Maintain and utilize systems like Applied Epic (or equivalent platforms) to track, audit, and report commission data effectively.</li><li>
Lead the month end close process for commission related accounts, ensuring timely reconciliation, accurate journal entries, and reporting to finance leadership.</li><li>
Collaborate cross-functionally with IT, Carrier Relations, and Legal teams on commission disputes, system enhancements, and process improvements, serving as the financial operations voice in cross-departmental initiatives.</li><li>
Own key operational KPIs including reconciliation and payment processing cycle times and response times to agent inquiries, with accountability for reporting on these metrics and driving continuous improvement.</li></ul></div><div><p><b>
Your Experience.</b></p></div><div><p><b>
Required</b></p></div><div><ul><li>
5+ years of experience in insurance, accounting, or data analysis, including at least 2 years in a supervisory or management role</li><li>
Strong leadership, problem-solving, organizational, and communication skills</li><li>
Ability to maintain confidentiality and use sound judgment in sensitive situations</li><li>
Willingness to implement change with a mindset for continuous process improvement</li><li>
Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience</li></ul></div><div><p><b>
Preferred</b></p></div><div><ul><li>
Insurance accounting or commissions experience (strong plus)</li><li>
Experience with insurance and accounting software, including one or more of the following: Applied Epic, AMS360, Workday, NetSuite, Atlassian Jira, Zendesk</li><li>
Proficiency in Microsoft Excel for data analysis and reporting</li></ul></div></div><div><div><p><b>
Work Environment</b><b>.</b></p></div><div><ul><li>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job</li><li>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions</li><li>
This position will be a hybrid office/remote work environment. All computer equipment necessary for the role will be provided to the employee</li><li>
This role requires 5% travel, Hybrid 3 days in office. The noise level is low to moderate depending on staff levels in the office and, when working remotely, noise level will be dependent on the employee&rsquo;s chosen work location</li></ul></div><div><p><b>
Physical Demands</b><b>.</b></p></div><div><ul><li>
While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms</li><li>
The employee must occasionally lift and/or move up to 15 pounds</li><li>
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus</li></ul></div><p></p><div><p>
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.</p></div></div><p><b>
Our Values. The We Way.</b></p><p>
At We Insure, Group our values shape how we work, how we lead, and how we grow&mdash;together. They&rsquo;re more than just words&mdash;they guide every interaction, every decision, and every customer experience.</p><p></p><p><b><br>
We Way Reflects Our Commitment to.</b></p><ul><li><p>
We personalize protection at a price you can trust</p></li></ul><ul><li><p>
We hustle to find opportunity</p></li></ul><ul><li><p>
We care authentically</p></li></ul><ul><li><p>
We thrive in ambiguity</p></li></ul><ul><li><p>
We own our results</p></li></ul><ul><li><p>
We have fun along the way</p></li></ul><ul><li><p>
And&mdash;we&rsquo;re just getting started</p></li></ul><p></p><p><b><br>
Our Total Rewards.</b></p><ul><li><p>
Medical, Dental, Vision, Life, Pet; Flexible Spending Account</p></li></ul><ul><li><p>
Competitive Salaries</p></li></ul><ul><li><p>
401K Match</p></li></ul><ul><li><p>
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave</p></li></ul><ul><li><p>
Short and Long-Term Disability</p></li></ul><ul><li><p>
Employee Support Programs, Including Mental Health</p></li></ul><ul><li><p>
Tuition Reimbursement</p></li></ul><ul><li><p>
Matching Charitable Gift Program</p></li></ul><ul><li><p>
Lucrative Referral Program</p></li></ul><p></p><p><i>
This position is not able to be performed in California, Colorado, New York or Washington.
 </i></p><p></p><p><b>EEO</b></p><p><i>
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.</i></p><p></p><p><b>
Disability</b></p><p><i>
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.</i></p><p></p><p><i>
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
</i></p><p><b>Base Salary Range:</b></p>
$97,600-$122,000</div></div><div></div>

Financial Operations Manager

<div><h3 class="jobSectionHeader"><b>PEAK6</b></h3><p>
CHICAGO, ILLINOIS, UNITED STATES OF AMERICA</p><p></p><div><p><b><br>
WHO WE ARE</b></p><p></p><p>
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company&rsquo;s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6&rsquo;s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.</p><p></p><p><b>
ABOUT THIS ROLE</b></p><p></p><p>
We are currently seeking a Sr. FP&amp;A Analyst for our Shared Service Organization to deliver business insight and drive improvement of all FP&amp;A functions for PEAK6 and its subsidiary entities. This individual will report directly to PEAK6&rsquo;s FP&amp;A Manager. Ideal candidates will demonstrate the ability to assess, analyze and present financial data to help drive business decisions and to improve cross-business reporting and budgeting processes. They will possess superior analytical, modeling and communication skills.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>
Collaborate with business leaders and senior management to prepare monthly/quarterly reporting packages that drive business decisions</li><li>
Monitor and analyze monthly financial results. Identify relevant trends and key drivers of budget variances. Advise senior leadership of opportunities and risk impacting the organization.</li><li>
Provide value-added analytical management reporting, including ad hoc requests, to help provide the organization with a deeper understanding of cost changes and help identify additional efficiency opportunities.</li><li>
Develop annual budget(s) and financial forecasts which will drive appropriate and timely decision making; create and maintain detailed budgeting templates</li><li>
Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting</li><li>
Drive cross-business standardization for all FP&amp;A processes</li><li>
Build and enhance financial models to evaluate new business and revenue opportunities, and expense reduction initiatives</li><li>
Assist in the development and enhancement of internal cost allocation methodologies</li><li>
Develop credibility and build partnerships with key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for process improvement</li><li>
Manipulate large data sets to summarize for management reporting, determine results, or reveal trends</li></ul><p></p><p><b>
Requirements:
</b></p><ul><li>Bachelor degree in Accounting, Finance or related degree</li><li>
3-5 years of relevant experience in Accounting and Finance/FP&amp;A</li><li>
Strong Microsoft Excel and PowerPoint skills</li><li>
NetSuite experience is a plus</li><li>
Adaptive Insights experience is a plus</li><li>
Strong grasp of income statement, balance sheet, and cash flow financial statements along with the ability to analyze financial results and assess financial impacts of business decisions.</li><li>
Strong written, verbal communication and presentation skills; must be able to convey information to all levels of the organization in a clear, focused, and concise manner</li><li>
A tech forward approach to managing day to day tasks &ndash; we love to automate and make things more efficient and so should you!</li><li>
The ability to navigate ambiguity &ndash; you won&rsquo;t know everything and that&rsquo;s ok! But the ability to research and use your resources is key.</li><li>
The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement.</li><li>
The ability to adapt to a dynamic and every-changing environment &ndash; we are in high growth mode and move quickly to achieve business goals.</li><li>
Experience in planning, coordinating, and executing multiple work streams simultaneously</li><li>
Strong desire to learn new things and grow within your profession</li><li>
The desire to partner and collaborate with various teams across the organization.</li><li>
All of our team members have these traits. You should, too.<ul><li>
Collaboration</li><li>
Grit</li><li>
Adaptability</li><li>
Ownership</li></ul></li></ul><p></p><p>
#LI-P6</p><p><b><br>
OUR REWARDS</b></p><p></p><p>
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.</p><p></p><p>
Base pay offered may vary depending on job-related knowledge, skills, experience, and office location. This position also may be eligible for a discretionary annual bonus in addition to a range of health &amp; wellness benefits, enhancing your overall compensation package.</p><p></p><p><b>
Base Salary Range</b></p>
$88,000-$110,000<p></p><p>
PEAK6 is proud to be an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.</p><p></p><p>
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hr@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.</p><p></p><p>
#PEAK6</p></div></div><div></div>

Senior FP&A Analyst

Join PEAK6 and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

PEAK6

About Company

Financial Operations Manager

Senior FP&A Analyst