Sr. Analyst, Financial Planning & Analysis

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 like SQL, DataBricks, Microsoft Access, etc. 

• Working understanding of actuarial valuation requirements and techniques 

• Working understanding of GAAP & Statutory financial frameworks 

• Proven analytical prowess and problem-solving capabilities 

• Excellent written and verbal communication skills 

 

AI Proficiency Expectation: 

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. 

  

All applicants are expected to: 

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. 

• Stay curious and open to new AI-enabled ways of working. 

• Exercise sound judgment by reviewing and validating AI-generated content. 

• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles. 

• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property. 

 

Core Competencies 

Cultivates Innovation - Fosters innovation by taking calculated risks; Work cooperatively with others to produce innovative solutions. 

Ensures Accountability - Holds self and others accountable to meet commitments and performance goals. 

Directs Work - Provides direction, delegates, and removes obstacles to get work done. 

Demonstrates Emotional Intelligence - Exhibits the ability to recognize, understand, and manage emotions and how emotions can influence others; Uses a combination of feedback and reflection to gain productive insight into personal strengths and opportunities. 

Exhibits Critical and Creative Thinking - Engaging thinking skills that focus on logic and reasoning to make decisions (critical) and innovative solutions to solve problems (creative). 

Leads Change - Facilitates change and transition at the individual and team level; Develops strategic goals for aligning with change. 

Develops Talent - Builds team(s) equipped for the future by applying coaching techniques for developing team members to meet their professional/personal goals and the organizational goals; Listens and responds with empathy; Asks thought provoking questions. 

Inspires Others - Motivates and influences others by creating an environment where teams can do their best work; Partners across the organization to achieve results. 

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!