Financial Analyst V
About The Position
We’re looking for a Financial Analyst V to join our Benefits & Protection Finance team. In this role, you’ll focus on financial analysis and modeling of expense impacts for strategic initiatives and other projects. Provide expertise, project support, and project leadership for complex projects in support of the financial function and the goals of the business unit. This includes identifying project barriers, alternative solutions for implementation, follow up actions needed, and the impact on financial and other goals of the company. Lead large projects that could involve the coordination of several areas. Must be able to manage and prioritize several small projects at the same time. Perform financial analysis and research; identify trends and variances on a timely basis for use by management and other operating areas in decision making. Make recommendations as appropriate. Initiate opportunities to provide technical and business expertise to business units. Perform other job-related duties and special projects as required. 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 math, actuarial science, finance or related field with a minimum of 6+ years of relevant experience preferred
- Self motivated with excellent problem solving, leadership, and analytical skills
- Excellent communication, interpersonal, customer service and organizational skills required
- Demonstrates the ability to embrace and understand the change process, and effectively guides others through change
- Knowledge of spreadsheet and database or similar PC software packages, or the ability to learn is preferred
Nice To Haves
- Aptitude in programming languages is preferred
Responsibilities
- Provide expertise, project support, and project leadership for complex projects in support of the financial function and the goals of the business unit.
- Lead large projects that could involve the coordination of several areas.
- Perform financial analysis and research; identify trends and variances on a timely basis for use by management and other operating areas in decision making.
- Initiate opportunities to provide technical and business expertise to business units.
- Perform other job-related duties and special projects as required.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
