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

Seeking a highly reliable, collaborative, and motivated Financial Analyst who upholds integrity in every aspect of their work. The Financial Analyst is responsible for providing granular data and analysis on financial, budgeted, and operational metrics for use in strategic decision making. This individual will represent the finance team as the primary point of contact for operations management, helping them make sound business decisions and design processes.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to proactive monitoring and reporting of key financial ratios and balance sheet activities
• 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 Units 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 management, 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
• Develop strong working relationships with various groups including operations management, third party administrators, A/R, FP&A, and accounting
• Lead required ad-hoc special projects

QUALIFICATIONS:

• Bachelor’s degree in Accounting, Finance, Economics or equivalent combination of education and experience
• Committed to excellence with a strong work ethic and integrity
• 2+ years in accounting or finance
• Ability to work effectively with management and part of a team to meet targets
• Strong attention to detail
• Very Strong Excel skills – able to use tools and shortcuts to work efficiently and effectively within Excel
• Knowledge of Accounting and Financial principles
• Database experience a plus but not required
• Ability to effectively communicate with other departments

Salary:

• Salary Range: $70,000 to $80,000
• Salary offers will vary commensurate with experience, education, skills, and training  

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.