What are the responsibilities and job description for the Director, Financial Planning & Analysis position at National Life Group?
Director - Financial Planning & Analysis
Please note that we do not offer visa sponsorship for this position.
Company Summary
Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.
Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.
We invite you to explore what we have to offer and to join our cause.
Role Summary
We are seeking an experienced finance professional to join our FP&A Team. As a key member of the team, you will play a crucial role in reporting and analyzing some of our key financial metrics. Your primary focus will be managing our expense process, benchmarking, cost benefit analysis, and management reporting. You will collaborate closely with senior management in finance and throughout the company. You will be responsible for managing an FP&A team and partnering with external vendors as needed. To excel in this position, we require someone who possesses great communication skills, analytical prowess, adaptability and a commitment to execution.
Essential Duties and Responsibilities
- Design best in class finance processes to improve delivery and accuracy
- Deliver monthly and quarterly reports on expenses and financial performance
- Build and deliver benchmarking on key financial metrics
- Manage our expense management process including quarterly forecasting with the analyst community
- Collaborate with key customers throughout the organization including HR, IT, PMO, Legal, Distribution Finance, NLG Capital and Senior Management
- Oversee and execute the financial analysis process for projects with IT, PMO and the SEF
- Deliver quarterly financial analysis of our GAAP results for board reporting to Finance leadership
- Partner with finance leadership on analytical and reporting projects as needed
Minimum Qualifications
- Bachelor’s degree preferred in Finance, Accounting or Business
- 5-7 years of experience with Life Insurance accounting, reporting, and system implementation
- Ability to work collaboratively and effectively within cross functional teams.
- Customer service mindset with excellent communication skills, the ability to influence at all levels and a talent for conveying complex findings in a clear and actionable way.
- Detail orientated and methodical.
- Ability to thrive in a fast moving, changing environment and excited by the prospect of taking on all tasks no matter how big or small.
- Proficient in Microsoft Office, particularly Excel, Word, and PowerPoint, Tableau, Alteryx
Preferred Qualifications
- Experience with analytical tools and complex data sets
- CPA, CFA or MBA
- Experience leading a team
- Experience building new finance processes with financial controls
Benefits
- Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!
The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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