Financial Analyst 1

Primerica•Duluth, GA

1d•$55,000 - $60,000•Hybrid

About The Position

The Financial Analyst 1 supports the Production Reporting function by maintaining production data, preparing recurring reports, and assisting with analysis related to various company products. This position gathers and validates information from internal and external sources, helps ensure reporting accuracy, and supports budgeting, forecasting, and ad hoc analysis activities. The role plays an important part in delivering key production metrics and management reporting used by executive leadership to monitor business performance. This position provides a unique opportunity for an early-career finance professional to gain direct exposure to executive leadership through recurring management reporting and business review discussions. This role is not eligible for sponsorship, now or in the future. This role is hybrid: 3 days in office, 2 days remote. The salary range for this role is $55K - $60K.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Mathematics, Statistics, or a related quantitative field; or equivalent combination of education and experience.
No prior professional experience required.
Demonstrated proficiency in Excel through coursework, internships, projects, or relevant work experience.
Advanced Microsoft Excel skills, including formulas, pivot tables, lookup functions, data validation, and data analysis techniques.
Strong analytical and problem-solving skills.
Exceptional attention to detail and commitment to data accuracy.
Strong written and verbal communication skills.
Effective organizational and time-management abilities.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Ability to learn new systems, technologies, and reporting tools quickly.
Strong collaboration skills with the ability to work independently when needed.
Proficiency with Microsoft Office applications.

Nice To Haves

Internship, project, or academic experience in finance, accounting, business analytics, economics, mathematics, statistics, or related fields.
Demonstrated academic achievement through honors programs, leadership activities, research, internships, or other accomplishments.
Exposure to budgeting, forecasting, reporting, or data analytics tools.
Experience with Workday, Planful, or similar reporting and planning platforms.

Responsibilities

Prepare, review, and distribute daily, weekly, monthly, and quarterly production reports for management and executive leadership.
Gather and compile data from internal databases, reports, and external sources.
Validate production metrics and investigate unusual trends, variances, and reporting discrepancies.
Ensure completeness, accuracy, and integrity of production reporting data.
Support external and regulatory reporting requirements as needed.
Maintain and update production reporting databases, files, and reporting tools.
Monitor automated reporting feeds and identify, troubleshoot, or escalate data issues.
Document reporting exceptions and assist with resolution efforts.
Participate in testing and validation activities related to new products, reporting enhancements, and process changes.
Develop expertise in company products, metrics, reporting methodologies, and data sources.
Compile historical and current production data used for budgeting and forecasting processes.
Prepare reports, schedules, and supporting documentation for management review.
Validate forecast inputs and maintain reporting models.
Assist with month-end close, planning cycles, and forecasting activities.
Analyze production trends and business drivers to support financial planning efforts.
Support ad hoc reporting requests and special projects.
Research business questions and communicate findings effectively.
Participate in process improvement initiatives to enhance reporting efficiency and accuracy.
Assist in developing analytical insights that support business decision-making.