Financial Analyst III

Principal Financial GroupDes Moines, IA
Hybrid

About The Position

As a Financial Analyst III on the Enterprise Management Reporting team, you will support enterprise forecasting, financial analysis, and executive reporting processes that inform key business decisions. You will partner across enterprise finance teams to deliver timely insights, support strategic initiatives, and enhance reporting capabilities across the organization. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business, Analytics, or related field, plus 2+ years of relevant work experience
  • Strong analytical, financial modeling, and problem-solving skills.
  • Experience in FP&A, financial reporting, forecasting, accounting, or related finance functions.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Ability to manage multiple priorities and deliver results in a fast-paced environment.

Nice To Haves

  • Experience preparing presentations and reporting for leadership audiences.
  • Experience working with financial planning, reporting, or analytical tools.
  • Interest in process improvement, automation, and emerging technologies.

Responsibilities

  • Support enterprise short-term and long-term forecasting processes.
  • Analyze financial performance, key business drivers, and emerging trends.
  • Prepare executive, management, and Board reporting materials.
  • Support enterprise expense analysis and recurring management reporting.
  • Contribute to financial reporting and analysis for strategic and transformation initiatives.
  • Partner with stakeholders across Finance to ensure consistent, accurate, and insightful reporting.
  • Drive continuous improvement by leveraging AI-enabled solutions, automation, and analytical tools to enhance forecasting, reporting, and decision support capabilities.
  • Support ad hoc financial analysis and executive decision-making needs.

Benefits

  • Flexible Time Off (FTO)
  • Pension Eligible
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