Financial Business Partner Analyst

Reposted 23 Hours Ago
Duluth, GA
In-Office
75K-90K Annually
Mid level
Financial Services
The Role
The Financial Business Partner Analyst will support financial performance, budgeting, forecasting, and analysis of various business units while collaborating with management to identify growth opportunities.
Summary Generated by Built In
Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

As a member of the Finance Business Partner team, this position will assist management in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on overall Enterprise support - areas included but not limited to: recruiting & licensing, operations, marketing, overhead, and executive initiatives. Supporting management and working closely with senior leadership and stakeholders, this position will be a Business Partner financial analyst responsible for monthly analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.
Location: Georgia based; hybrid schedule - onsite in the Duluth, Georgia office and remotely multiple days each week.
Salary: The pay range for this role is 75K-90K

Responsibilities & Qualifications

Primary Responsibilities:

  • Facilitate with managers throughout the company on the creation of detailed income and expense budgets and reforecasts. Provide ongoing support to those departments on understanding their revenue and expenses and how they emerge in our financial results.  Gain knowledge and understanding of current events within those areas in the company and matriculate that information within financial group to ensure transparency of future revenue and expense trends and accurate earnings forecasts. 
  • Complete monthly, quarterly, and as needed analysis of revenue/expense variances relative to prior period and budgeted results.  Determine and document variances.  Justify results ensuring proper treatment of accounting and SOX compliance.  Communicate findings to management.
  • Create accounting journal entries related to expense accruals, account reclasses, allocations, and other ad hoc needs. Construct monthly account reconciliations and comply with balance sheet controls established by SOX requirements. Assist manager with company allocation tracking.
  • Assist with models, metrics, and KPIs to analyze trends, forecast results, and develop annual budget of various product earnings and KPIs. Assist manager and area VP with ad hoc analysis and project ROI tracking.
  • Maintain future financial impact in Planful financial system. Build reports and dashboards necessary to give business leaders relevant data on demand.

Job Requirements:

Education:

  • Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field required.

 Experience:

  • 3–5 years of progressive experience in financial analysis, business partnering, or a related finance role.
  • Demonstrated experience in budgeting, forecasting, and variance analysis across multiple business units or functions.

Technical Skills:

  • Experience with journal entries, general ledger reconciliations, and financial close processes.
  • Proficiency in Microsoft Excel and other financial modeling tools; experience with ERP or reporting and planning systems (e.g., Workday Adaptive, Microsoft Office Connect, Planful) is a plus.
  • Excellent critical thinking skills with the ability to interpret complex financial data and provide actionable insights.
  • Proven ability to identify opportunities for cost efficiencies, revenue growth, and process improvement.
  • An effective communicator able to translate financial analysis into strategic recommendations for leadership.
  • Strong interpersonal skills to partner with cross-functional teams and influence decision-making at various levels of the organization.

FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:
  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Top Skills

Erp Systems
Excel
Microsoft Office Connect
Planful
Workday Adaptive
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The Company
HQ: Duluth, GA
16,799 Employees
Year Founded: 1977

What We Do

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."

Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.

Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

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