Key Responsibilities
- Administer and reconcile profit-sharing retrospective program accounts.
- Calculate and validate profit-sharing payouts based on contractual agreements.
- Prepare detailed financial reports and variance analyses for retros programs.
- Collaborate with cross-functional teams to ensure compliance with program terms.
- Monitor program performance metrics, identify trends, and resolve discrepancies.
- Support internal and external audits with accurate documentation.
- Recommend and implement process improvements for efficiency and accuracy.
- Lead complex modeling and forecasting for retros programs and present insights to leadership.
- Complete monthly account reconciliations and maintain strong internal controls.
Skills, Abilities & Knowledge Required
- Strong analytical and problem-solving skills with attention to detail.
- Advanced proficiency in Microsoft Excel and experience with ERP systems (SAP or Oracle preferred).
- Familiarity with profit-sharing structures and Generally Accepted Accounting Principles (GAAP).
- Ability to mentor and guide junior team members.
- Excellent communication and stakeholder management skills.
- Experience with Tableau, SQL queries, and NetSuite is highly desirable.
Minimum Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field. CPA or advanced certification preferred.
- Minimum of 7 years of experience in financial analysis or program management, ideally with profit-sharing or insurance-related programs.
- Proven ability to manage complex reconciliations and financial reporting processes.
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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,






