Sr. Analyst, Financial Planning & Analysis
National Life Insurance Company · Hybrid · Addison, TX; Montpelier, VT · $91.9k–$134.8k
Posted by National Life Insurance Company on their careers site · View the original posting
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Senior · asks for 5+ years
Open 2 days
Visa sponsorship: Says no sponsorship · This posting says it won't sponsor
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The posting, as National Life Insurance Company wrote it
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
Role Summary
Please note that we do not offer visa sponsorship for this position.
This position is a key role on our Financial Planning and analysis team. Key responsibilities include financial analysis and reporting, financial and operational metrics, and financial forecasts. These include planning for our Life and Annuity products, understanding how our products make money and explaining the results each quarter. Incumbent will also assist with other finance projects as needed, including cost benefit analysis for projects. The successful candidate will have strong analytical and communication skills and be able to build relationships across the organization.
This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
Essential Duties and Responsibilities
- Monthly detailed expense analysis and timely reporting
- Provide recommendations and pro-active solutions to address business needs
- Leverage technology tools to automate and improve existing processes and reporting
- Integrate benchmarking into analysis process to influence key business decisions
- Metric design, reporting and analysis
- Cost benefit analysis on strategic projects
- Forecasting and planning for earnings and expenses
- Assist with other finance related projects as needed
Minimum Qualifications
- Bachelor's Degree in an applicable business field such as Finance, Accounting
- Minimum of 5 years of experience in financial analysis, preferably in the insurance industry, or financial services
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to manage multiple priorities in a fast paced, changing environment
- Ability to work independently as well as participate effectively on teams
- Excellent written and verbal communication skills
- Must be authorized to work in the United States and able to pass background check for securities license
Preferred Qualifications
- Experience with database tools l
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rs. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
Salary Pay Range
$91,875 — $134,750 USD
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.