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Protective has helped people achieve protection and security in their lives for over 117 years.
The Role
Support budgeting, forecasting, and financial reporting; analyze financial results, unit cost, pricing, expenses, and profitability; prepare leadership reporting; partner cross-functionally to reconcile accounting activity; and provide ad hoc analysis to support strategic growth and decision-making.
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.
The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.
This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making.
This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.
This role is located in our Birmingham, AL office and has in-office requirements as part of a hybrid schedule.
Key Responsibilities:
- Analyze financial results and explain key drivers, trends, and risks to support business decision-making
- Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
- Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
- Perform unit cost, product, pricing, expense, and profitability analysis
- Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
- Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
- Support strategic growth initiatives and provide ad hoc financial analysis as needed
Core Competencies (Skills, Knowledge and Abilities):
- Strong understanding of accounting principles, financial statements, and expense management concepts
- Knowledge of budgeting, forecasting, and variance analysis
- Advanced analytical and critical thinking skills with the ability to interpret complex financial data
- Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
- Strong communication skills with the ability to translate financial results for non-financial stakeholders
- Ability to collaborate effectively across accounting, finance, and business teams
- Strong problem-solving skills with a continuous improvement mindset
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Minimum Requirements
- Bachelor’s degree in Accounting, Finance, or a related field
- 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
- Advanced Excel proficiency
- Strong analytical, organizational, and problem-solving skills with close attention to detail
Preferred Qualifications
- Experience in financial planning and analysis, forecasting, or budgeting
- Experience in insurance or financial services industry
- Public accounting or audit background
- Experience with financial modeling and data analysis tools
- Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line
The internal title for this role is Analyst II Financial Analysis. #LI-AP1
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.
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of experience in accounting, FP&A, financial analysis, or related finance role
- Advanced Microsoft Excel proficiency (advanced formulas, pivot tables)
- Strong understanding of accounting principles and financial statements
- Strong analytical, organizational, and problem-solving skills with close attention to detail
- Knowledge of budgeting, forecasting, and variance analysis
- Experience in financial planning and analysis, forecasting, or budgeting
- Experience in insurance or financial services industry
- Public accounting or audit background
- Experience with financial modeling and data analysis tools
- Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line
Protective Life Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Protective Life and has not been reviewed or approved by Protective Life.
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Retirement Support — A pension plan alongside a 401(k) with employer match is repeatedly highlighted and considered a standout feature. Feedback suggests these offerings provide strong long‑term financial security.
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Healthcare Strength — Medical, dental, vision, and prescription coverage are complemented by HSA/FSA options with company contributions and wellness incentives. Feedback suggests the breadth of health benefits is comprehensive.
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Leave & Time Off Breadth — Paid time off and holidays are frequently cited as positives, with parental leave and adoption assistance available. Feedback suggests time‑off policies support work‑life balance.
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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,
