Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.

Responsibilities

  • Utilize subject matter expertise to lead or participate in large cross-functional projects.

  • Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning of next steps for financial data.

  • Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.

  • Demonstrate technical expertise on management reporting for capital generation, functioning as a subject matter expert.

  • Collaborate with leaders and management to implement new policies and procedures.

  • Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

  • Create communications for complex messages to a variety of audiences at the strategic and operational levels.

  • Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

  • Act as a process owner, as needed, to ensure top performance in a control environment.


Qualifications

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

  • Expert knowledge of accounting/finance

  • Analytical and problem solving skills

  • Strategic thinker able to communicate on business/market and legislative issues at a macro level

  • Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information

  • Excellent written/oral communication and presentation skills to provide complex information to diverse audiences

  • Advanced computer skills in MS Office, Excel and financial business systems


Preferred Qualifications

  • Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis.

  • Knowledge of statutory reporting requirements for US Life Insurance entities.

  • Experience with Oracle ERP, including planning and forecasting


Working Conditions

  • Hybrid (Tuesday - Thursday)

The Salary for this position generally ranges between $128,000 - $155,000 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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.