Financial Analyst, Financial Planning and Analysis

EquiTrust • Chicago, IL

22d • $65,658 - $90,280 • Hybrid

About The Position

As a Financial Analyst, Financial Planning & Analysis, you’ll support the Sr. Manager and VP of Financial Planning & Analysis, as well as the Chief Accounting Officer, in driving company-wide financial planning, forecasting, and analytical initiatives. You’ll leverage advanced Excel and Power BI skills to build models, develop forecasts, and create insightful reports. Your work will support decision-making across departments including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Tax.

Requirements

• Bachelor’s Degree in Accounting, Finance, or Actuarial Science.
• Minimum of 2 years in financial planning and analysis or finance.
• Advanced Excel, Power BI, PowerPoint, and ERP system proficiency.
• Strong understanding of insurance financial statements and metrics.
• Excellent analytical and problem-solving skills.
• Detail-oriented with a data-driven mindset.
• Effective communicator and team collaborator.
• Ability to work autonomously with minimal supervision.
• Primarily sedentary role requiring frequent sitting and computer use.
• Occasional lifting of up to 10 lbs.
• Regular talking, hearing, seeing, and use of hands for data manipulation.
• Moderate stress levels typical of an analytical and deadline-driven environment.

Nice To Haves

• Process improvement/automation and life insurance or annuity industry experience.
• CPA, CFA, or LOMA designation (CFA Level 1 or FRM a plus).

Responsibilities

• Assist in monthly, quarterly, and annual financial analyses.
• Support the development and maintenance of company forecasts, plans, and capital plans (e.g., NAIC RBC, AM Best BCAR, and S&P Capital).
• Research and monitor updates to capital requirements from the NAIC and rating agencies.
• Develop and maintain Power BI dashboards and reports.
• Participate in tracking organizational and departmental KPIs.
• Prepare PowerPoint presentations for senior audiences, including the Board and rating agencies.
• Collaborate with departments to gather data for forecasts and ad hoc projects.
• Partner with Investment Accounting and the Front Office to support investment analytics and planning.
• Identify and implement process improvements and document procedures.
• Support other finance and accounting initiatives as needed.
• Contribute to a collaborative and inclusive work environment aligned with EquiTrust’s core values.

Benefits

• Medical, Dental & Vision coverage
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level