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Protective has helped people achieve protection and security in their lives for over 117 years.
The Role
Support budgeting, forecasting, analysis, and reporting for IT operating and capital expenses while collaborating with IT and Finance leaders.
Summary Generated by Built In
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective Life Insurance Company is seeking a Financial Operations Associate to support our Information Technology (IT) organization. This role provides financial management support across budgeting, forecasting, analysis, and reporting for IT expenses and key initiatives.
You will partner closely with IT and Finance leaders to oversee capital planning, support hardware and software purchases and renewals, and provide insights that improve operational efficiency. This position is ideal for someone early in their finance career who enjoys working with data in Microsoft Excel, digging into variances, and explaining financial information to non-financial stakeholders.
This position is required to report in-person to our Birmingham, AL office 3 days a week and works remotely 2 days a week.
Key Responsibilities
- Support budgeting, forecasting, analysis, and reporting for IT operating and capital expenses.
- Oversee the IT capital plan and process monthly fixed asset templates and related reports.
- Manage the prepaid sub-ledger and prepare monthly prepaid amortization entries.
- Prepare monthly accruals for assigned cost centers and areas of responsibility.
- Support hardware and software purchases and renewals, including purchase order and invoice processing.
- Complete monthly expense reports and provide analytics for hardware, software, and third-party services.
- Identify trends in IT spend, analyze underlying drivers, and highlight opportunities to improve efficiency.
- Prepare ad hoc financial analyses to support key strategic initiatives and leadership decision-making.
- Assist with annual budget and periodic forecast preparation for IT-related areas.
- Collaborate with IT and other business partners to ensure accurate, timely, and transparent financial information.
Core Competencies:
- Working knowledge of capital planning and fixed asset accounting concepts.
- Ability to amortize expenses and manage prepaid items accurately.
- Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP, SUMIF, and working with large data sets.
- Comfort investigating variances, asking follow‑up questions, and driving issues to resolution.
- Strong written and verbal communication skills, including the ability to explain financial concepts to non‑financial stakeholders.
- Ability to create clear, visual, and actionable financial reporting and analytics.
- Strong attention to detail, organization, and time management.
- Collaborative mindset with the ability to build effective working relationships across Finance, IT, and other teams.
Minimum Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience.
- 1–2 years of experience in financial analysis, accounting, expense reporting, or budgeting.
Preferred Qualifications
- Experience supporting operating teams or functional departments; IT support experience is a plus.
- Master of Business Administration (MBA) or Certified Public Accountant (CPA) designation is a plus.
The internal title for this position is Financial Analyst I.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Top Skills
Excel
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The Company
What We Do
Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,
