Financial Analyst 3

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America's best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".

About this Position

The Financial Analyst will play a key role in the Enterprise Transformation Office (ETO), connecting project and business cases, portfolio, and financial data using accounting and financial practices, tools, policies, and processes. The role will partner with various stakeholders within the business, finance, IT, and management, including senior leadership, to present data and insights on key business initiatives and project budgets, forecasts, actuals, and metrics using detailed analysis, financial trackers, portfolio and financial platforms, and presentations. The role requires a solid accounting or financial background, including analyzing journal entries to creating executive summaries.

Work schedule: Hybrid, Tuesday and Wednesday in-office and Monday/Thursday/Friday remote. There may be an occasional need for in-office day on M/Th/Fr, with prior notification.

Salary: $80K - $90K

Responsibilities & Qualifications

• Lead the creation of ETO and portfolio financial processes and maintain governance of processes, including documentation, reporting, and periodic audits
• Support business case development with cost-benefit analysis, financial forecasts, sensitivity analysis, post-implementation analysis, ROI and benefits calculations, and related financial analysis
• Maintain a multi-year forecast of project portfolios
• Ensure ETO maintains alignment with corporate and IT finance processes and policies
• Maintain data integrity within financials tools and applications including Smartsheet, Apptio, Workday Financials, Planful, and any offline tracking documents that may store data such as excel
• Risk management: Identifying and assessing risks, developing risk mitigation strategies, and monitoring risk exposure
• Support the distribution of financial data to business stakeholders
• Maintain project financial data and ensure accountability, reconciliation, and transparency of ETO financials
• Support portfolio financial reporting for cost, benefit, strategic and operational metrics
• Partner with corporate and IT finance groups to integrate existing financial reporting data as part of ETO activities, as well as developing any needed process workflows to bridge interactions between ETO, IT, business and finance partners
• Analyze financial data and statements from business areas, including forecasting, budgeting, and variance analysis
• Support planning and ideation of project budgeting and planning
• Perform ad-hoc data analysis, forecasts, simulations and scenario modeling
• Work with procurement, legal, and finance teams to ensure proper CEP, contract, and financial processes are followed and improved to drive for synchronization and integration
• Identify gaps and areas for improvement in processes, analyze options and present recommendations. Ability to implement recommendations and establish an ongoing process to ensure improvements are maintained

Education

• Bachelor's degree or equivalent experience
• Finance, Accounting, Economics, or related field
• Certifications in related fields is optional

Years of Experience: 6 - 10 years

Type of Experience Required

• Corporate financial and accounting practices
• Strong communication and presentation skills, including to leadership and executives
• Ability to lead projects and initiatives
• Proven ability to maintain data confidentiality and experience with sensitive data handling practices

Required Knowledge, Skills and Abilities

• Proficient in Microsoft excel, spreadsheet modeling, and financial query tools
• Prior experience in enterprise financial tools such as Apptio, Planful, Workday Financials, Adaptive are a plus
• Expertise in Microsoft Office products such as PowerPoint, Office, MS Teams
• Experience with SQL, Python, R, PowerBI, and/or other data analysis and visualization tools is a plus

Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities

• Bachelor's degree in finance, accounting or business management or equivalent work experience
• 6-10 plus years of experience in financial analysis, budgeting, planning, forecasting, data analysis and modeling
• 3 years' experience in leading financial or business projects, process improvement initiatives, or similar activities

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FLSA status:
This position is exempt (not eligible for overtime pay):
Yes

Our Benefits:

• Day one health, dental, and vision insurance
  
• 401(k) Plan with competitive employer match
  
• Vacation, sick, holiday and volunteer time off
  
• Life and disability insurance
  
• Flexible Spending Account & Health Savings Account
  
• Professional development
  
• Tuition reimbursement
  
• Company-sponsored social and philanthropy events
  

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.