Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

Responsibilities:

  • Assist with product line reporting for the Life Equity business (Indexed UL and Variable UL).

  • Extracts financial data from various accounting and information systems to perform appropriate analyses.

  • Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.

  • Determines appropriate methodology to prepare information for use by others.

  • May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.

  • Offers leadership and direction to others.

  • Exhibits a thorough understanding of business and analysis concepts.

  • Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.

  • Participate in monthly accounting processes to ensure accuracy and completeness of financial records.

  • Recommends changes to processes to improve and achieve greater efficiencies.

  • Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.

  • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. .

  • Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.

  • Responsible for adherence to the company's framework of internal controls.

Qualifications:

  • Bachelor’s degree in Accounting or Finance and/or equivalent work experience. 

  • Minimum of 8 years experience, with degree. 

  • Advanced computer skills.

Preferred Qualifications:

  • 1 year supervisory experience.

  • Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).

  • Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical.

  • Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis.

Working Conditions:

  • Hybrid

  • Fast paced deadline-driven office environment

  • Occasional travel.

Locations:

  • Baltimore, MD

  • Cedar Rapids, IA

  • Denver, CO

  • Philadelphia, PA

The Salary for this position generally ranges between $94,000 - $110,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.