Lead Financial Analyst

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Lead Financial Analyst is an individual contributor with heavy responsibility for authoring and maintaining complex financial models. These models may be “clean sheets” or leverage and improve upon preceding work from internal and external sources including consultants. The ideal candidate will be well suited to take a business concept from ideation through to polished presentation—understanding business drivers, operational KPI metrics, and implementing in a stable and flexible model with numerous variables. This individual will produce outputs relevant to senior leadership including presentations with bridges, scenario analysis charts, trends, etc., to drive optimal management decision making. Seeking a highly motivated, independent and efficient, flexible analyst.

Job Description

Duties/Responsibilities
[The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]

• Ad hoc projects such as financial modeling, a variety of analyses including breakeven, scenarios, optimization, ROI and IRR models.
• Timely preparation and presentation of monthly and quarterly reporting related to project areas.
• Develop and implement best practices around spreadsheet modeling, analysis, budgeting, and business insights to support operations leadership.
• Provide training and guidance to other members of the finance team and adjacent business operational support as needed.
• Manage source data, analyzing and validating information, and communicating trends and drivers to operations leadership and executive leadership.
• Understand and analyze financial results and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable.
• Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes.
• May act in a team lead capacity and supervise direct reports.

Qualifications
Minimum Job Requirements

• Advanced degree in Finance, Business Administration, or similar – i.e. MBA, MS
• 7+ years in FP&A or consulting.
• Database experience a plus but not required.

Knowledge, Skills, and Abilities

• Ability to work effectively with management and cross functionally to consistently meet targets.
• Strong attention to detail with sanity check controls.
• Exceptional math skills and financial/P&L knowledge with ability to synthesize complex information and translate into concise reports.
• Superior Excel skills; able to use tools and shortcuts to work efficiently and effectively including modeling and spreadsheet audit/improvement.
• Excellent analytical and critical thinking skills – able to analyze and solve problems.
• Ability to effectively communicate with other departments.
• Independent and hard-working, with a positive focus and complete integrity.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.