Financial Analyst II

Protective • Birmingham, AL

1d

About The Position

The Financial Analyst II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making. This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
• Advanced Excel proficiency
• Strong analytical, organizational, and problem-solving skills with close attention to detail

Nice To Haves

• Experience in financial planning and analysis, forecasting, or budgeting
• Experience in insurance or financial services industry
• Public accounting or audit background
• Experience with financial modeling and data analysis tools
• Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line

Responsibilities

• Analyze financial results and explain key drivers, trends, and risks to support business decision-making
• Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
• Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
• Perform unit cost, product, pricing, expense, and profitability analysis
• Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
• Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
• Support strategic growth initiatives and provide ad hoc financial analysis as needed

Benefits

• Comprehensive health insurance
• Dental insurance
• Vision insurance
• Mental health benefits
• Employee assistance program
• Paid time off
• Paid parental leave
• Short-term disability
• Cultural observance day
• Contributions to healthcare accounts
• Pension plan
• 401(k) plan with Company matching
• ProHealth Rewards

What This Job Offers

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