What are the responsibilities and job description for the Financial Analyst position at Amerilife Group, LLC?
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For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Financial Analyst is responsible for providing granular data and analysis on financial, budgeted, and operational metrics for managements use in strategic and tactical decision making. Represents the finance team as the primary point of contact for operations management helping them make sound business decisions and design processes.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to Ad-hoc projects.
- Facilitate the annual budgeting process by managing data collection, analyzing and validating the information, and communicating trends and drivers to operations leadership.
- Understand and analyze the Strategic Business Units financial results (M/Q/Y vs. budget, PY) and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable.
- Apply financial and economic concepts including; financial modeling, economic analysis, profitability, earnings, balance sheet, financial ratios, KPIs, strategic analysis, and others.
- Coordinate monthly financial analysis presentations to operations leadership.
- Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes.
- Monitor operational statistics; report trends, variances, and issues and proactively notify the appropriate stakeholders.
- Demonstrate finance, business, and industry expertise; learn strategy, drivers, metrics and data elements of the organization and SBUs.
- Collaborate on ad-hoc special projects to assist management in understanding business performance/processes.
QUALIFICATIONS:
- Bachelor’s degree in Accounting, Fin, Computer Science or equivalent combination of education and experience, MBA certification preferred
- 2 years in accounting or finance.
- Ability to work effectively with management and part of a team to meet targets.
- Strong attention to detail.
- Very Strong Excel skills – able to use tools and shortcuts to work efficiently and effectively within Excel.
- Knowledge of Accounting and Financial principles.
- Thinking about or on the 5th year/CPA track a plus but not required.
- Database experience a plus but not required.
- Ability to effectively communicate with other departments.
