Financial Analyst Intern

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 Finance Intern is responsible for providing granular data and analysis on financial, budgeted, and operational metrics for use in daily and strategic management. Works directly with the finance team, helping them manage their business with sound financial analysis-based decision making.

Job Description

Key Responsibilities:

• Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to Ad-hoc projects.
• Facilitate the annual budgeting process by managing data collection, analyzing and validating the information, and communicating trends and drivers to operations leadership.
• Understand and analyze the Strategic Business Unit’s financial results (M/Q/Y vs. budget, PY) and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable.
• Apply financial and economic concepts including; financial modeling, economic analysis, profitability, earnings, balance sheet, financial ratios, KPIs, strategic analysis, and others.
• Coordinate monthly financial analysis presentations to operations leadership.
• Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes.
• Monitor operational statistics; report trends, variances, and issues and proactively notify the appropriate stakeholders.
• Demonstrate finance, accounting and general business etiquette while learning strategy, drivers, metrics and data elements of the organization and SBUs.
• Collaborate with peers and colleagues on ad-hoc special projects to assist management in understanding business performance/processes.

Qualifications
Minimum Job Requirements

• Pursuing an Accounting/Finance or other business degree.
• Junior/Seniors Strongly Preferred

Knowledge Skills, and Abilities

• Ability to work effectively with management and part of a team to meet targets.
• Strong attention to detail with internal controls.
• Excel skills – able to use tools and shortcuts to work efficiently and effectively across files.
• Knowledge of Accounting and Financial principles.
• Data experience a plus but not required.
• Ability to effectively and proactively communicate with other departments.
• Independent and hard-working, with a positive outcomes focus and great 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 [email protected].

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.