Financial Analyst 3

Primerica • Duluth, GA

120d • $80,000 - $90,000

About The Position

The Financial Analyst will play a key role in the Enterprise Transformation Office (ETO), connecting project and business cases, portfolio, and financial data using accounting and financial practices, tools, policies, and processes. The role will partner with various stakeholders within the business, finance, IT, and management, including senior leadership, to present data and insights on key business initiatives and project budgets, forecasts, actuals, and metrics using detailed analysis, financial trackers, portfolio and financial platforms, and presentations. The role requires a solid accounting or financial background, including analyzing journal entries to creating executive summaries. Work schedule: Hybrid, Tuesday and Wednesday in-office and Monday/Thursday/Friday remote. There may be an occasional need for in-office day on M/Th/Fr, with prior notification. Salary: $80K - $90K.

Requirements

• Bachelor's degree or equivalent experience
• Finance, Accounting, Economics, or related field
• 6 - 10 years of experience in financial analysis, budgeting, planning, forecasting, data analysis and modeling
• 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
• Proficient in Microsoft excel, spreadsheet modeling, and financial query tools

Nice To Haves

• Certifications in related fields is optional
• 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
• 3+ years' experience in leading financial or business projects, process improvement initiatives, or similar activities

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees