Financial Analyst 3

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 Americas Greatest Workplaces for Diversity for the second consecutive 2024 the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year and Forbes recognized Primerica as one of Americas Best Employers for Women for the fifth year in a 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 its like to work at one of the best places to work in the metro Atlanta.

About this Position

Responsibilities & Qualifications

• Lead the creation of ETO and portfolio financial processes and maintain governance of processes including documentation reporting and periodic audits
• Support business case development with cost-benefit analysis financial forecasts sensitivity analysis post-implementation analysis ROI and benefits calculations and related financial analysis
• Maintain a multi-year forecast of project portfolios
• Ensure ETO maintains alignment with corporate and IT finance processes and policies
• Maintain data integrity within financials tools and applications including Smartsheet Apptio Workday Financials Planful and any offline tracking documents that may store data such as excel
• Risk management: Identifying and assessing risks developing risk mitigation strategies and monitoring risk exposure
• Support the distribution of financial data to business stakeholders
• Maintain project financial data and ensure accountability reconciliation and transparency of ETO financials
• Support portfolio financial reporting for cost benefit strategic and operational metrics
• Partner with corporate and IT finance groups to integrate existing financial reporting data as part of ETO activities as well as developing any needed process workflows to bridge interactions between ETO IT business and finance partners
• Analyze financial data and statements from business areas including forecasting budgeting and variance analysis
• Support planning and ideation of project budgeting and planning
• Perform ad-hoc data analysis forecasts simulations and scenario modeling
• Work with procurement legal and finance teams to ensure proper CEP contract and financial processes are followed and improved to drive for synchronization and integration
• Identify gaps and areas for improvement in processes analyze options and present recommendations. Ability to implement recommendations and establish an ongoing process to ensure improvements are maintained

Education

• Bachelors degree or equivalent experience
• Finance Accounting Economics or related field
• Certifications in related fields is optional

Years of Experience: 6 - 10 years

Type of Experience Required

• Corporate financial and accounting practices
• Strong communication and presentation skills including to leadership and executives
• Ability to lead projects and initiatives
• Proven ability to maintain data confidentiality and experience with sensitive data handling practices

Required Knowledge Skills and Abilities

• Proficient in Microsoft excel spreadsheet modeling and financial query tools
• Prior experience in enterprise financial tools such as Apptio Planful Workday Financials Adaptive are a plus
• Expertise in Microsoft Office products such as PowerPoint Office MS Teams
• Experience with SQL Python R PowerBI and/or other data analysis and visualization tools is a plus

Preferred Education Experience Certifications or Licenses Knowledge Skills and Abilities

• Bachelors degree in finance accounting or business management or equivalent work experience
• 6-10 plus years of experience in financial analysis budgeting planning forecasting data analysis and modeling
• 3 years experience in leading financial or business projects process improvement initiatives or similar activities

#Dice

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

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 ofrace 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.