Agero + Swoop
As the category leader, we are at the forefront of a major industry transformation.
Medford, MA

Finance Manager at Agero + Swoop

| Greater Boston Area
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Ahead of the Curve.
No one knows the road like Agero. For over 40 years, we have provided the safest, smartest solutions for drivers and the companies that keep them moving.
As a result, we have become an industry leader, providing vehicle manufacturers and insurance carriers with privately labeled state-of-the-art roadside assistance plans and efficient claims management solutions. Our Roadside Assistance network protects more than 75 million drivers each year, providing award-winning service that helps motorists in their time of need while building customer loyalty for our clients.
Headquartered in Medford, MA with operations throughout North America, we are trusted by more than 100 leading corporations and used by 75% of the new passenger vehicles sold in the U.S. As a result, we have more information about cars and drivers than any other company. We use that data to continually enrich our solutions, maximizing our customers' opportunities while minimizing driver distraction.
Position Summary:
The Finance Manager position within the Financial Planning and Analysis (FP&A) department is a critical role connecting the FP&A team with Accounting and the key business functions within the Agero organization. The person in this role will lead the Contact/Call Center expense reporting and forecasting – a key function within Agero’s Service delivery. The manager will also be responsible for the consolidation of the complete Agero P&L. This responsibility includes understanding the drivers across the full P&L, working with the rest of the FP&A team to generate the insights into performance, and tell the story around results. Additionally, this person will work with Accounting to make sure FP&A reporting is well coordinated with accounting and responsible for setting the schedule for close plus all forecasts. The Finance Manager will report to the VP of Finance (FP&A).
Key Outcomes:

  1. Become the leader on the FP&A team for reporting the results monthly and driving reporting improvements across all areas of the P&L.
  2. Develop strong business partnership with COO and VP of Contact Centers. Take on all Contact Center reporting, modeling, and performance tracking.
  3. Build strong relationships with the Agero Controller and Accounting organization to be the go to person on the team for resolving Accounting questions and working towards ownership of the Balance Sheet and Cash Flow Forecasting.

Essential Functions:

  • Understands the full P&L performance and can tell the story around the results on a monthly and year-to-date basis.
  • Manage and coordinate the reporting and forecasting of the Agero Contact Center costs. Key business partners include the COO and VP of Contact Center.
  • Coordinates and manages the schedule for the annual plan, strategic plan and quarterly forecasts, providing insightful analytics and reporting.
  • Responsible for the scheduling and managing the full close cycle.
  • Establishes and manages procedures, goals, and priorities relating to financial management, budget, forecast and/or accounting while owning the process to ensure accurate accounting recognition practices.
  • Supervises and participates in the preparation of various internal and external financial statements and reports.
  • Provides thought leadership on key initiatives to meet company objectives.
  • Delivers insightful dashboards to internal customers, providing top level snapshots on key performance indicators.
  • Maintains a formal pulse on risks and opportunities and partners with team on appropriate actions required to minimize or offset risks and maximize opportunities.
  • Acts as a catalyst for change, driving continuous improvement in efficiency, customer service and analytical support for strategic priorities.
  • Reviews financial statements with management personnel of all levels including senior leadership.
  • Support a variety of special projects which could include working on Key Initiatives, Mergers and Acquisitions, and due diligence analysis presenting ROI and other key metric analyses to Senior Management.

Knowledge, Skills and Abilities:
EDUCATION: College degree or equivalent work experience. MBA preferred
EXPERIENCE: 8+ years’ experience. 3 years of project or supervisory management experience Excellent history of cross functional interaction including but not limited to contact/call centers, technology, corporate controller, financial reporting, product development, delivery operations, legal, customer relations and sales.
SKILLS: Detail oriented, organized, conscientious, strong written and oral communication skills, and strong analytical ability. Strong financial modeling capability.
WORKING RELATIONSHIPS: Interfaces with internal and customers at all levels.
ADDITIONAL REQUIREMENTS: May require additional hours and duties.


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Where we are

We're located in thriving Medford, MA, a short distance from the MBTA with close access to I-93, restaurants, bars, shops and downtown Boston.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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    • DrupalCMS
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    • HubSpotCRM
    • Microsoft DynamicsCRM
    • SalesforceCRM
    • Constant ContactEmail

What are Agero + Swoop Perks + Benefits

Agero + Swoop Benefits Overview

Agero is focused on providing a resource rich, creative environment driven by exciting work as well as a multitude of opportunities to accelerate your technology career. In support of this mission, we offer a wide range of benefits to include:

- Flexible time off policy
- Rich opportunities to volunteer and give back to our surrounding community through groups such as "read to a Child" and the Mystic Rivershed Cleanup organization.
- Tuition reimbursement
- A robust game and entertainment room complete with the latest and greatest gaming systems
- Weekly happy hours
- Robust internal career development programs designed to support the growth of each employees career
- World class onsite gym complete with spinning, yoga and much more!

Volunteer in local community
Read to a Child, Mystic Rivershed Clean up.
Eat lunch together
Intracompany committees
You will have the opportunity to help with: identifying the latest additions for our game rooms, discussing how to better communicate across the org or planning events.
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Agero employees can contribute up to $2,750 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of pre-disability earnings.
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Employer covered life insurance is equal to 1x an employee's annual salary. Employees also have the option to purchase supplemental life insurance up to 5x their annual salary.
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Agero provides employees with a 401(k) matching plan managed by Fidelity Investments. We match 100% of the first 2% of contributions, and 50% of the next 4% of contributions.
Performance Bonus
Whether you are an engineer or a contact center representative, a piece of your annual compensation is delivered via an annual bonus, paid 2 per year. Target bonus amounts vary by role.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Company sponsored family events
Agero sponsors summer BBQ's as well as a halloween extravaganza complete with in house trick or treating, haunted houses and best costume contests for the children of employees.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Perks & Discounts
Casual Dress
Commuter Benefits
Game Room
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Whether it's personal development or for general education about our business, Learn at lunch is a big part of who we are!
Promote from within

Additional Perks + Benefits

We’ve got the benefits you’re used to and some you aren’t – including flexible health and dental care from your choice of doctors. We take care of the time off and allow you to make decisions about how much you want to carry over from year to year so you can recharge your batteries and achieve harmony both inside and outside of the workplace. How many places set you up with laptops and two monitors as standard fare? We’ve got more discounts and perks than you can count on 2 hands – and they are meaningful! Plus we offer a free subscription to the CC Motor Club.

An Insider's view of Agero + Swoop

How would you describe the company’s work-life balance?

Agero allows me to have the work-life balance I need. The company understands and cares that employees have things they need to deal with outside work. Agero is the most flexible company I have ever worked at in accommodating the chaotic schedule I sometimes have to work; I arrange my life first and know it’s ok to make my work fit in around that.


Senior Manager, Data Science

How has your career grown since starting at the company?

The Agero team has supported my career growth in two ways, by helping identify my strengths and creating a role that plays to those strengths. They value their employees and frequently expose them to new opportunities. They have created an increasingly unique environment with relatively high job security, fun work, and high career growth potential.


Chief of Staff

What is your vision for the company?

To deliver exceptional, modern & seamless roadside assistance, accident management & connected vehicle experiences to customers worldwide. We’ve long been a leader in the US & are transforming the industry not just here but globally, creating new experiences for the consumer, client, call center agent, service provider, dealership & repair shop.


Chief Strategy Officer

What makes someone successful on your team?

My team is comprised of Program Managers who are responsible for driving delivery across most of the organization. Those who are most successful are proactive, solution-oriented, and skilled collaborators, have a natural and relentless curiosity, and both embrace and evangelize change. Of course, great discipline and organization skills help too!


Director, Program Management

Agero Careers In Medford

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Data + Analytics
Design + UX
Dev + Engineer
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Strategy Operations (MBA) Intern

Agero + Swoop
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5 days ago
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Instructional Designer

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Executive Assistant

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End User System Engineer

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nstalls, configures, and maintains organization’s server and endpoint environment. Analyzes and resolves problems associated with server and endpoint hardware, OS and applications. Detects, diagnoses, and reports problems on both server and endpoint systems. Provides third level support for administration and maintenance of PC and system applications.

Project Manager

Agero + Swoop
Greater Boston Area
1 week ago
Plans, directs and coordinates activities of complex projects in both waterfall and agile methodologies. Project work varies considerably in complexity and or size based on business needs. Manages and directs all phases of the project to ensure that the goals or objectives are accomplished within prescribed time frame and budget. Regularly reviews status of project and makes modifications to scheduling, costing, and staff requirements, as necessary. Works across teams to facilitate coordination of effort for dependencies. Oversees and facilitates project team meetings including planning, backlog grooming and project retrospectives. Prepares status reports and documents periodically throughout the project. Responsible for ensuring project roll outs are on track and changes are in accordance with specifications and meet quality standards.

Senior QA Engineer

Agero + Swoop
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1 week ago
Establishes and maintains high quality standards of various software and web-based applications. Performs business processes testing, checking information content, calculation, storage, updates, functionality, and interaction between and among applications. Participates in complete cycle of product design, testing, documentation and correction.

Sr. Manager, End User Support

Agero + Swoop
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1 week ago
This position will lead a technology team that is front facing in support of the organization’s key initiatives. Supports the end user community of the organization by administering an evolving catalog of user service platforms. This individual will combine superior customer service with technical leadership in areas such as mailbox support, user maintenance, cloud technologies, and end user device configurations. 

Principal SWE API Platforms

Agero + Swoop
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1 week ago
Responsible for leading the development of platform components and services used to deliver mission critical APIs. Provides guidance and direction to less experienced staff. Reviews and recommends new and emerging technologies to integrate into the development environment

Payroll Specialist

Agero + Swoop
Greater Boston Area
1 week ago
The Senior Payroll Specialist is responsible for the end-to-end processing of payroll for approximately 3,000 employees in the US and Canada. The Senior Payroll Specialist maintains the accuracy of the payroll, resolves payroll problems, audits and reviews summaries, prepares various payroll documents. The job requires strong payroll knowledge, attention to detail, collaboration and leadership skills. 

Senior Cloud DevOps Engineer

Agero + Swoop
Greater Boston Area
1 week ago
Agero’s Data Science and Analytics team is developing a modern, cloud-based data platform to support our analytical products and machine learning pipelines. Our team is expanding and we are looking to add an experienced, self-motivated Senior level Data Engineer to help design and build out a curated, “single source of truth” data set that will feed a variety of downstream use cases including APIs, reports, dashboards, self-service tools, and modeling efforts. The platform will provide the Data Science and Analytics team along with the broader organization with a more secure, centralized, and reliable access to the company’s data. At the same time, it will reduce effort required to ingest new sources of data or to build new ETL processes to support new modeling or reporting use cases.