Senior Financial Analyst

Clearwater, SC - USA

Monthly Salary: Not Disclosed

Posted on: 5 days ago

Vacancies: 1 Vacancy

Job Summary

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Senior Financial Analyst is responsible for the timely reporting of financial and operational metrics to senior leadership and operational managers. This position is responsible for budgeting consolidated financial analysis/reporting and ad-hoc reporting/projects for Strategic Business Units. Ad-hoc reporting and projects include data gathering manipulation summarization and analysis of financial and non-financial data identifying trends and opportunities.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Timely preparation and presentation of Weekly Monthly and Quarterly reporting in addition to Adhoc project
Develop and implement FP&A best practices to drive budgeting analysis andbusiness insights to support operations leadership
Provide training and guidance to other members of the finance team as needed
Facilitate the annual budgeting process by managing data collection analyzing andvalidatingthe information and communicating trends and drivers to operations leadership and executive leadership
Understand and analyze the Strategic Business Unitsfinancial results (M/Q/Y vs. budget PY) and clearly articulate themes performance drivers root cause of variances and recommendations to enhance business performance when applicable
Manage and coordinate monthly financial analysis presentations to operations leadership
Collaborate across functional departments to drive continuous improvements in reporting budgeting and analysis processes
Conduct ad-hoc special projects toassistmanagement in understanding business performance/processes

QUALIFICATIONS:

Bachelors degree in Accounting Finance Computer Science or equivalent combination of education and experience MBA or FP&A certification preferred
5 years in accounting or finance
Ability to work effectively with management and part of a team to meet targets
Strong attention to detail
High-level math skills and the ability to translate mathematical information into concise reports
Very Strong Excel skills able to use tools and shortcuts to work efficiently and effectively within Excel
Excellent analytical and critical thinking skills able to analyze and solve problems
Knowledge of Accounting and Financial principles
Thinking about or on the 5th year/CPA track a plus but not
Database experience is a plus but not required
Ability to effectively communicate with other departments

What AmeriLife Offers

A comprehensive benefits package that includes PTO medical dental vision retirement savings disability insurance and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race color religion creed sex (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity or expression age national origin ancestry disability genetic information marital status veteran or military status or any other protected characteristic under applicable federal state or local law. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .

Pay Transparency Statement

We are committed to pay transparency and equity in accordance with applicable federal state and local laws. Compensation for this role will be determined based on skills qualifications experience and market factors. Where required by law the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information such as benefits bonuses and commissions will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about discussing or disclosing their pay or the pay of another employee or applicant as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening which may include employment verification education verification criminal history check and other job-related inquiries as permitted by law. All screenings are conducted in accordance with applicable federal state and local laws and information collected will be kept confidential. If any adverse decision is made based on the results applicants will be notified and given an opportunity to respond.

Required Experience:

Senior IC

Our CompanyExplore how you can contribute at AmeriLife.For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agen...