Sr. Analyst, Financial Planning & Analysis

National Life Insurance Company•Montpelier, VT

18h•$91,875 - $134,750•Hybrid

About The Position

This position is a key role on the Financial Planning and Analysis team, responsible for financial analysis and reporting, financial and operational metrics, and financial forecasts. The role includes planning for Life and Annuity products, understanding how products generate earnings, and explaining quarterly results. The successful candidate will also assist with other finance projects as needed, including cost-benefit analysis, and will bring strong analytical and communication skills and the ability to build relationships across the organization. The position currently follows an onsite hybrid schedule, with four days per week in the office on core days of Monday through Thursday. The schedule and core days may change with advance notification and manager discretion. Visa sponsorship is not offered. Applicants must be authorized to work in the United States and able to pass the background check for a securities license.

Requirements

Bachelor's degree in an applicable business field, such as Finance or Accounting.
At least 5 years of experience in financial analysis; experience in the insurance industry or financial services is preferred.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Ability to manage multiple priorities in a fast-paced, changing environment.
Ability to work independently and participate effectively on teams.
Excellent written and verbal communication skills.
Must be authorized to work in the United States.
Must be able to pass a background check for a securities license.
Leverage approved AI tools where appropriate, remain open to AI-enabled ways of working, validate AI-generated content, and use AI responsibly in accordance with company policies and guiding principles.

Nice To Haves

Experience with database tools such as SQL, DataBricks, or Microsoft Access.
Working understanding of actuarial valuation requirements and techniques.
Working understanding of GAAP and statutory financial frameworks.
Proven analytical prowess and problem-solving capabilities.
Excellent written and verbal communication skills.

Responsibilities

Perform monthly detailed expense analysis and provide timely reporting.
Provide recommendations and proactive solutions to address business needs.
Use technology tools to automate and improve existing processes and reporting.
Integrate benchmarking into the analysis process to influence key business decisions.
Design, report, and analyze metrics.
Conduct cost-benefit analysis on strategic projects.
Forecast and plan earnings and expenses.
Assist with other finance-related projects as needed.