Finance Leadership Rotational Program Associate
About The Position
National Life Group is hiring an associate for its Finance Leadership Rotational Program, beginning in Summer 2026. The program consists of three approximately one-year rotations through finance and accounting functions, providing hands-on development, mentorship, exposure to the organization, and knowledge of the life insurance industry. It is intended to build capabilities and prepare participants for future growth opportunities. Candidates pursuing a CPA, CIA, CMA, or similar designation may receive rotations with qualifying experience and supervision to meet credential guidelines. The role currently follows an onsite hybrid schedule, with four days in the office during core onsite days: Monday through Thursday. The schedule and core days may change with advance notification and manager discretion. The role requires responsible use of approved AI tools, including validating AI-generated content and following company policies on confidentiality, privacy, security, compliance, retention, and intellectual property. Visa sponsorship is not offered.
Requirements
- Bachelor’s degree.
- Demonstrated leadership abilities.
- Excellent written and verbal communication skills.
- Creative problem-solving and strong analytical reasoning skills.
- Strong interpersonal skills.
- Highly motivated and self-directed.
- Ability to work independently within established timeframes.
- Ability to think strategically and respond tactically in a dynamic environment.
- Well organized and able to handle multiple priorities at one time.
- Comfort with ambiguity.
- Leverage approved AI tools where appropriate, remain open to AI-enabled ways of working, review and validate AI-generated content, maintain accountability for work products, and use AI responsibly in accordance with company policies.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, Math, Economics, or Business.
- Pursuit of a CPA, CIA, CMA, or similar designation.
Responsibilities
- Learn about GAAP and statutory financial statements, participate in the financial close, and communicate results with internal stakeholders and external auditors.
- Work with Corporate Accounting on direct expenses, including accounts payable, expense accruals, allocations, and cash account reconciliations; gain exposure to finance IT systems.
- Learn the internal audit process, including risk assessment, identification of internal controls, and testing techniques.
- Learn treasury operations, assist with banking solutions and services, and support cash forecasting, cash management, liquidity, and debt obligations.
- Assist with administration of reinsured policies according to reinsurance agreements and coordinate with reinsurers, underwriters, and claims examiners to support accurate financial reporting.
- Support distribution through sales planning, forecasting and reporting, field incentives, distribution expense budgeting and management, and performance insights for distribution leadership.
- Learn how the organization measures and evaluates financial performance, projects future results, and sets short- and long-term targets with enterprise stakeholders.
- Work across corporate tax compliance, tax accounting, and data-analysis-driven process improvements.
- Perform other duties as assigned.
Benefits
- Benefits start on day one and are described as flexible and customizable.
- 401(k) eligibility.
- Paid time off benefits, including vacation and sick time.
- Parental leave.
- Possible eligibility for discretionary annual incentive programs.
- Potential medical, financial, and other benefits, dependent on the position offered.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
